エピソード

  • Untucked Episode 107
    2024/11/11

    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!

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    44 分
  • Untucked Episode 106
    2024/10/22

    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.

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    39 分
  • Untucked Episode 105
    2024/09/30

    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!

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    46 分
  • Untucked Episode 104
    2024/09/03

    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!

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    37 分
  • Untucked Episode 103
    2024/07/26

    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

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    42 分
  • Untucked Episode 102
    2024/06/17

    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.

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    44 分
  • Untucked Episode 101
    2024/05/10

    1. Coach's Corner - Investment related taxes

    2. Salary transparency

    Enjoy!

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    39 分
  • Untucked Episode 100
    2024/04/25

    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!

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    47 分