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!