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Recent Episodes
Untucked Episode 122
1. Coach's Corner - Young professionals and the things the decisions they should consider when they get their first job (or a new job). 2. How do we cover expenses on our home or cars, or healthcare…
Untucked Episode 121
1. Coach's Corner - Beginning around the 11 minute mark, the team discusses primary real estate transactions and how complex they can be from an emotional and financial standpoint. 2. Feelings before…
Untucked Episode 120
1. Advisor "matchmaking" 2. Superbowl 60 Thanks for listening!
Untucked Episode 119
1. Coach's Corner - AI AI stocks | Outlook for 2026 | Fidelity 2. The best things we've watched, listened to, or read in 2026 Top 5 places you least like to be. Thanks for listening!
Untucked Episode 118
1. Coach's Corner - 50 year mortgages https://www.wsj.com/personal-finance/mortgages/will-a-50-year-mortgage-make-homes-more-affordable-heres-how-it-would-work-9f9a1b2e?mod=itp_wsj 2. Streaming sucks
Untucked Episode 117
1. Coach's Corner (15:15) - annuities in 401(k) plans - https://www.wsj.com/personal-finance/annuities-retirement-savings-6c047d32?st=Sjfg3f&reflink=desktopwebshare_permalink 2. Prenups -…
Untucked Episode 116
1. 401(k) rule changes 2. Coach's Corner - The "permanent" portfolio 3. Building travel itineraries and using travel agencies Enjoy!
Untucked Episode 115
1. Coach's Corner - Big Beautiful…
Untucked Episode 114
1. Coach's Corner - new child checklist & trump accounts https://www.pbs.org/newshour/politics/what-experts-think-about-the-1000-trump-accounts-for-babies 2. Handiness. Thanks for listening!
Untucked Episode 113
1. Coach's Corner - Long term care. What it is, what it costs, and how to deal with it. 2. Tips to make our digital lives more analog. Top 5 movie action scenes Thanks for listening!
Untucked Episode 112
1. Coach's Corner - Memory banks and investing biases https://www.wsj.com/finance/investing/the-mistake-youre-making-in-todays-stock-marketwithout-even-knowing-it-8549894e 2. Mediocrity and why it's…
Untucked Episode 111
Coach's Corner - Market volatility. No and in the…
Untucked Episode 110
1. Coach's Corner - 401ks have improved but there's still work to be done https://www.wsj.com/personal-finance/retirement/retirement-benefits-401k-workers-4e02f92f 2. Is going to eat worth it? Thanks…
Untucked Episode 109
1. Coach's Corner - Private investing https://www.wsj.com/finance/investing/private-alternative-assets-etfs-cf987342?mod=itp_wsj 2. New Year's Resolutions Thanks for listening!
Untucked Episode 108
1. Coach's Corner - life insurance https://www.newyorklife.com/resources/life-insurance-101 2. Holiday excitement and madness Enjoy!
Untucked Episode 107
1. Coach's Corner - Gifting 101. We discuss the most common questions or concerns we get about this topic and offer specific examples of our clients experiences gifting. 2. Our favorite ways to…
Untucked Episode 106
1. Coach's Corner - We’ve come across a fair amount of skepticism about Vanguard, Black Rock, and State Street’s “ownership” in the largest publicly traded companies in the country so today we're…
Untucked Episode 105
1. Coach's Corner - Investments that seem too good to be true are https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d?mod=itp_wsj 2. Was legalizing gambling a bad…
Untucked Episode 104
1. Coach's Corner - investing during an election year https://www.optimisticallie.com/p/politics-and-your-portfolio 2. What to do when there's a data…
Untucked Episode 103
1. Coach's Corner - Rebalancing https://x.com/charliebilello/status/1813925675176526096 2. Venmo/CashApp/PayPal -…
Frequently Asked Questions
Untucked has published 100 episodes since March 2020, covering topics in Business, Investing.
Untucked is currently highly active with new episodes monthly. Average episode length is 47m.
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