Untucked

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 or contentment, there tends to be emotional impacts of large purchases. 

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://thenodmag.com/content/wearable-wellness-tech-smart-watches-obsession

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?mod=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!

1. Coach's Corner - Investing at all time highs - https://awealthofcommonsense.com/2020/12/what-if-you-only-invested-at-market-peaks/?utm_source=www.downtownjoshbrown.com&utm_medium=referral&utm_campaign=five-reasons-to-ignore-magazine-cover-commentary 2. Planning and budgeting for your next vacation - https://www.artofmanliness.com/living/leisure/how-much-should-you-spend-on-vacation/ Top 5 best sports logos. Enjoy!

1. Coach's Corner - Advice for young advisors  2. Restaurant cancellation fees, no shows, etc Enjoy!

1. Coach's Corner - Different ways advisors get paid 2. The Scam that went viral - https://www.thecut.com/article/amazon-scam-call-ftc-arrest-warrants.html Top 5 people, dead or alive, you'd want to have a beer with. Enjoy!

1. Coach's Corner - Parents financially helping and supporting their adult children 2. Quitting  Top 5 perfectly cast TV characters Enjoy!

1. Coach's Corner - tracking your spending and budgets 2. Tip fatigue top 5 iconic images from a movie Enjoy!

1. Coach's Corner - Withdrawal rates in retirement featuring Dave Ramsey 2. Behaviors we've changed, or noticed others have changed, since COVID Top 5 worst professional sports logos. Thanks for listening & happy holidays!

1. Coach's Corner - 401(k) rollovers.  What your options are, how they work, and things you should consider. 2. Cards - Birthday cards, holiday cards, thank you cards. We talk about all of them! Top 5 movies or shows that focus on music. Enjoy!

1. Coach's Corner - Why timing the market is so difficult - https://www.cnbc.com/2023/11/08/market-timing-doesnt-work-sp-500-14percent-rally-explained-by-just-8-days.html?__source=sharebar%7Ctwitter&par=sharebar 2. How much should we invest in our kids - https://thejointaccount.beehiiv.com/p/where-to-invest

1. Coach's Corner - Bond bear market - https://awealthofcommonsense.com/2023/10/the-worst-bond-bear-market-in-history/ 2. Singles marrying each other for financial benefits Enjoy! 

1. Coach's Corner - Dave Ramsey saying it's easy to beat the market 2. Longevity and Blue Zones 3. Jason Kelce documentary Thanks for listening!

1. Coach's Corner - The Luckiest Generation - https://awealthofcommonsense.com/2023/08/the-luckiest-generation/ 2. "World" Champions - https://www.espn.com/nba/story/_/id/38279483/noah-lyles-world-champion-nba-stars-kevin-durant-devin-booker Top 5 things adults told you as a kid that just aren't true. Thanks for listening!

1. Coach's Corner - What $5M in retirement looks like - https://www.wsj.com/articles/heres-what-a-5-million-retirement-looks-like-in-america-1abc76d9 2. Delayed Gratification - https://www.betterup.com/blog/delayed-gratification 3. Tupperware - https://www.cnn.com/2023/08/04/investing/tupperware-stock/index.html

1. Coach's Corner - What is microspending? What Is Microspending? The 'Avocado Toast’ Effect Explained (menshealth.com) 2. Early bird special - https://www.wsj.com/articles/early-bird-dinner-matinee-broadway-4b822052 Top 5 TV moms.

1. Coach's Corner - Reactions to Charles Schwab's Modern Wealth Survey https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf 2. Food expiration dates - https://www.nytimes.com/article/expiration-dates.html Top 5 non sports related let downs

1. Debt ceiling  2. Coach's Corner - International diversification from Ben Carlson https://awealthofcommonsense.com/2023/05/the-case-for-international-diversification/ 3. Series finales of Succession & Ted Lasso Enjoy!

1. Coach's Corner - Gifting 2. Jeopardy! Top 5 non-human characters.  Thanks for listening!

1. Coach's Corner - What different generations value in financial advisors https://institutional.fidelity.com/app/literature/white-paper/9907600/its-time-to-change-your-mind-about-young-investors.html 2. Things men shouldn't wear - https://graze.beehiiv.com/p/things-man-never-wear Top 5 most versatile things Enjoy!

1. Coach's Corner - Empathy and having difficult conversations with clients and friends 2. Sleep - https://newsinhealth.nih.gov/2021/04/good-sleep-good-health Top 5 TV dads Enjoy!

1. Coach's Corner - SVB 2. Bare Minimum Mondays - https://www.businessinsider.com/i-do-bare-minimum-mondays-at-work-curb-burnout-stress-2023-2?_gl=1%2Aw1d16q%2A_ga%2AOTIwODQ1Njk3LjE2NjY4Nzc5NTU.%2A_ga_E21CV80ZCZ%2AMTY3NzUzMzUzNC4xNjguMS4xNjc3NTM0MjAxLjAuMC4w Top 5 crime movies not related to the Mob Enjoy!

Our 80th Episode!   1. Coach's Corner - Scott Galloway interviewing Morgan Housel https://open.spotify.com/episode/1vTAdxdUqbZ4Yw82QMZ04Q?si=jrC65QFYREWcSU7z47Hb8g 2. Don't be a Doomer - https://noahpinion.substack.com/p/dont-be-a-doomer?utm_campaign=mwk&utm_medium=newsletter&utm_source=morning_brew Top 5 songs from a movie

1. Coach's Corner - When should kids be "off the payroll"? 2. Modern etiquette rules from the Cut - https://www.thecut.com/article/tipping-rules-etiquette-rules.html?utm_medium=s1&utm_source=tw&utm_campaign

Episode 78 1. Coach's Corner - Comparing your financial status to your friends https://moneywithkatie.com/blog/why-your-friends-are-usually-the-worst-place-to-compare-your-financial-habits 2. Sports broadcasters - https://www.inquirer.com/eagles/cbs-tony-romo-bengals-chiefs-ron-jaworski-jaws-nbc-sports-philadelphia-20230123.html Top 5 red flags. Enjoy!

First one of 2023! 1. Coach's Corner - The opportunities and difficulties in working with people close to you. Also, a brief overview of Secure Act 2.0 - https://prudential.assetserv.com/prudential/download/file?assetId=8305775&external=true&trk=organization_guest_main-feed-card_feed-article-content 2. Couples splitting their finances - https://www.youtube.com/watch?v=UPYIJEnab3c Top 5 things we don't give a damn about Enjoy!

1. Coach's Corner - Client sentiment at the end of a tough year in the market 2. FTX - https://www.wsj.com/articles/sam-bankman-fried-ftx-alameda-bankruptcy-collapse-11668824201?mod=series_cryptobitcoindogecoin 3. Remakes in Hollywood Top 5 sports records that won't be broken Enjoy!

1. Coach's Corner - What to consider when hiring a financial advisor https://www.wsj.com/buyside/personal-finance/how-to-choose-financial-advisor-01664977079 2. Tweets https://twitter.com/DividendGrowth/status/1587036672130134017 3. Daylight Savings https://cheddar.com/media/status-update-on-daylight-saving-time-ahead-of-americans-rolling-back-clocks?utm_source=n2k&utm_medium=email

1. Coach's Corner - Unpredictable events should lead to flexible financial plans 2. How the finance industry is portrayed in media Top 5 scary movies Enjoy!