Untucked

1. Coach's Corner - A week in the life of financial advisors 2. Cosmetic procedures Top 5 comedies with two word titles. Thanks for listening!

1. Coach's Corner - Irregular cash flow planning 2. Credit cards - points, perks, and annual membership fees Thanks for listening! 

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 related costs, when we're not experts in those fields Top 5 movies with names in the title Enjoy!

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 or after larger purchases - The team discusses the array of feelings we personally experience, or don't, when it comes to making big purchases. Whether it's remorse or regret afterwards or excitement...

1. Advisor "matchmaking" 2. Superbowl 60 Thanks for listening!

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! 

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 

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 - https://www.thefp.com/p/whys-everyone-getting-a-prenup-gen-z-marriage-love Thanks for listening!

1. 401(k) rule changes   2. Coach's Corner - The "permanent" portfolio 3. Building travel itineraries and using travel agencies  Enjoy!

1. Coach's Corner - Big Beautiful Bill https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/#medicaid-funding-cuts https://advisors.vanguard.com/insights/article/reference-guide-for-advisors-on-the-one-big-beautiful-bill?cmpgn=FAS:EM:SSCRBE:850740947465&suid=CONT0961113&crd=%%Advisor_CRD_Number%%&guid=%%Contact_GUID%% 2. Wearables - are we obsessed? https:...

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!

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!

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 really not that bad. https://pmillerd.com/mediocre/ Top 5 most unbelievable sports moments Thanks for listening!

Coach's Corner - Market volatility. No and in the past https://www.wsj.com/finance/stocks/us-stocks-underperform-trade-war-9c68599d?mod=itp_wsj https://www.morningstar.com/economy/what-weve-learned-150-years-stock-market-crashes Daylight Saving's Time 

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 for listening!

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!

1. Coach's Corner - life insurance  https://www.newyorklife.com/resources/life-insurance-101 2. Holiday excitement and madness Enjoy!

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 spectate sports. Enjoy!

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 going to talk about it. 2. Die with Zero, again.

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?m od=itp_wsj 2. Was legalizing gambling a bad idea? https://www.theguardian.com/commentisfree/2024/apr/22/us-sports-gambling-far-from-progressive Thanks for listening!

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 breach https://www.usatoday.com/story/tech/2024/08/17/social-security-hack-national-public-data-confirms/74843810007/ https://www.identitytheft.gov/Steps Thanks for listening!

1. Coach's Corner - Rebalancing https://x.com/charliebilello/status/1813925675176526096 2. Venmo/CashApp/PayPal - https://www.wsj.com/personal-finance/if-a-friend-bills-you-4-for-a-favor-are-they-really-a-friend-d1b17dce?mod=hp_featst_pos4

1. Coach's Corner - the team discusses inheritances and the opportunities and challenges we experience. 2. Entry level job postings look much different these days, from the WSJ Top 5 musical acts we'd like to see deleted from the archives.

1. Coach's Corner - Investment related taxes 2. Salary transparency Enjoy!

1. Coach's Corner - Things you shouldn't focus on in financial planning 2. Decluttering - Why it's so challenging to get rid of stuff Top 5 titles (movies, songs, tv shows) with good or bad in the title Enjoy!