Untucked: Recent Episodes

FC Advisory, LLC

Untucked is a podcast hosted by three financial advisors who discuss investing, markets, and a bunch of other stuff.

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  1. Coach's Corner - Qualified plan rollover discussion

  2. Driver monitoring camera laws - https://www.carscoops.com/2026/07/eu-driver-monitoring-mandate/

Enjoy!

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  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!

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  1. Coach's Corner - Irregular cash flow planning

  2. Credit cards - points, perks, and annual membership fees

Thanks for listening!

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  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!

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  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.

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  1. Advisor "matchmaking"

  2. Superbowl 60

Thanks for listening!

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  1. Coach's Corner - AI

AI stocks | Outlook for 2026 | Fidelity

  1. The best things we've watched, listened to, or read in 2026

Top 5 places you least like to be.

Thanks for listening!

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  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

  1. Streaming sucks

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  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!

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  1. 401(k) rule changes

  2. Coach's Corner - The "permanent" portfolio

  3. Building travel itineraries and using travel agencies

Enjoy!

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  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%%

  1. Wearables - are we obsessed?

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

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  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

  1. Handiness.

Thanks for listening!

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  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!

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  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

  1. Mediocrity and why it's really not that bad.

https://pmillerd.com/mediocre/

Top 5 most unbelievable sports moments

Thanks for listening!

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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

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  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

  1. Is going to eat worth it?

Thanks for listening!

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  1. Coach's Corner - Private investing

https://www.wsj.com/finance/investing/private-alternative-assets-etfs-cf987342?mod=itp_wsj

  1. New Year's Resolutions

Thanks for listening!

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  1. Coach's Corner - life insurance

https://www.newyorklife.com/resources/life-insurance-101

  1. Holiday excitement and madness

Enjoy!

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  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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  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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  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

  1. 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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  1. Coach's Corner - investing during an election year

https://www.optimisticallie.com/p/politics-and-your-portfolio

  1. 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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  1. Coach's Corner - Rebalancing

https://x.com/charliebilello/status/1813925675176526096

  1. 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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  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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  1. Coach's Corner - Investment related taxes

  2. Salary transparency

Enjoy!

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  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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  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!

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  1. Coach's Corner - Advice for young advisors

  2. Restaurant cancellation fees, no shows, etc

Enjoy!

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  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!

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  1. Coach's Corner - Parents financially helping and supporting their adult children

  2. Quitting

Top 5 perfectly cast TV characters

Enjoy!

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  1. Coach's Corner - tracking your spending and budgets

  2. Tip fatigue

top 5 iconic images from a movie

Enjoy!

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  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!

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  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!

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  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∥=sharebar

  2. How much should we invest in our kids - https://thejointaccount.beehiiv.com/p/where-to-invest

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  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!

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  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!

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  1. Coach's Corner - The Luckiest Generation -

https://awealthofcommonsense.com/2023/08/the-luckiest-generation/

  1. "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!

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  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

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  1. Coach's Corner - What is microspending?

What Is Microspending? The 'Avocado Toast’ Effect Explained (menshealth.com)

  1. Early bird special -

https://www.wsj.com/articles/early-bird-dinner-matinee-broadway-4b822052

Top 5 TV moms.

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  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

  1. Food expiration dates - https://www.nytimes.com/article/expiration-dates.html

Top 5 non sports related let downs

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  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!

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  1. Coach's Corner - Gifting

  2. Jeopardy!

Top 5 non-human characters.  Thanks for listening!

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  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!

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  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!

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  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!

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Our 80th Episode!

  1. Coach's Corner - Scott Galloway interviewing Morgan Housel

https://open.spotify.com/episode/1vTAdxdUqbZ4Yw82QMZ04Q?si=jrC65QFYREWcSU7z47Hb8g

  1. 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

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  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

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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!

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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

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  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

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  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

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  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

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  1. Coach's Corner - Unattainable Goals

  2. Separating Sports by Sex - https://www.theatlantic.com/culture/archive/2022/09/sports-gender-sex-segregation-coed/671460/

  3. IQ tests & Standardized testing

Enjoy!

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  1. Coach's Corner - The difficulty in dispensing general advice

  2. Personal money habits and how they're formed

  3. Vacation rental nightmares

Enjoy!

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  1. Coach's Corner - Dying with Zero

  2. Thematic investing

  3. Manti Te'o documentary

Top 5 foods you hate but are universally liked

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Episode 70!

  1. Coach's Corner - Why you should stick with bonds - https://advisors.vanguard.com/iwe/pdf/FASWYSAB.pdf

  2. How family dynamics may (or may not) be impacted by youth sports - https://www.theatlantic.com/family/archive/2022/08/kids-youth-competitive-sports-programs/671034/

  3. The lottery - https://www.forbes.com/sites/robertwood/2022/07/28/win-1-billion-mega-millions-jackpot-pay-extra-13-tax-beware-claims/?sh=190b3e85638c

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  1. Coach's Corner - Similarities between investing and endurance sports training

  2. The most difficult sports, ranked

3.  BMW's decision to charge subscription fees for heated seats

Top 5 sitcom episodes

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  1. Coach's Corner - Roth Conversions https://www.google.com/search?q=wsj+roth+conversion&oq=wsj&aqs=chrome.0.69i59j69i57j0i131i433i512j69i60l5.1080j0j7&sourceid=chrome&ie=UTF-8

  2. LIV Golf Events - https://www.google.com/search?q=wsj+roth+conversion&oq=wsj&aqs=chrome.0.69i59j69i57j0i131i433i512j69i60l5.1080j0j7&sourceid=chrome&ie=UTF-8

  3. Sport Gambling -https://www.youtube.com/watch?v=Jv5P4wEJpZ8&feature=youtu.be

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  1. Coach's Corner - Single stock picking

  2. AAPL updates

  3. Forgoing college to get a job

Top 5 musical acts you hate that everyone loves

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  1. Coach's Corner - The Market

  2. How you should dress for your next flight

  3. Short shaming

Top 5 most shocking movie scenes

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Episode 65!

  1. Coach's Corner - Hiring financial advisors

  2. Taxes

  3. Swearing at work

Enjoy!

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Episode 64!

  1. Coach's Corner - Inflation & how to deal with it -

https://thereformedbroker.com/2022/03/09/victims/

  1. Weddings - https://www.washingtonpost.com/business/dont-make-your-wedding-a-financial-burden-for-everyone-else/2022/03/31/ded4f530-b0ff-11ec-9dbd-0d4609d44c1c_story.html

Top 5 tragic premature deaths

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  1. Coach's Corner - Early retirement and the risks to consider 

  2. Irresponsible personal finance posts

  3. The 4-day work week

Enjoy!

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  1. Coach's Corner - Investor fraud

  2. Financially supporting adult children

  3. Joe Rogan

Top 5 movies centered around a school

Enjoy!

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  1. Coach's Corner - Market predictions - https://whitebox.blueprintip.com/insights/asset-manager-predictions-are-trash-blueprint-investment-partners?utm_campaign=Blog%20Insights&utm_medium=email&_hsmi=200555916&_hsenc=p2ANqtz--8di5qF1YK6WOlQ9o98-gW2ynyLoGRPZk4IBALAR3lEEJnjEqfbp_P8GyqXRBnQtM4S8i8afMy8xCotp8AP-rP3obwWWVYws_Ksa_sqRxMZUDLJmM&utm_content=200555916&utm_source=hs_email

  2. How much should you have saved for retirement by certain ages - https://www.quicken.com/blog/average-savings-by-age?utm_source=Educational&utm_medium=email_eng&utm_content=001&utm_campaign=EMNF02NA211103&utm_bxid=9%2C280%2C642

  3. Baseball HOF - https://www.theringer.com/mlb/2022/1/25/22901420/mlb-hall-of-fame-barry-bonds-roger-clemens-steroid-era

Top 5 Mrs./Ms./Miss

Enjoy!

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  1. Coach's Corner - Active fund managers complaining about Tesla's stock performance - https://www.wsj.com/articles/tesla-stock-punishes-wary-fund-managers-11636453734?mod=itp_wsj&ru=yahoo

  2. Apple AirTags - https://www.digitaltrends.com/mobile/apple-airtags-stalker-car-thieves/?utm_source=N2K%20-%20No%20Ad%20Template%20(Duplicate%20to%20use)&utm_medium=email&utm_campaign=10004

  3. Spiderman & super heros

Top 5 Sandwiches.  

Enjoy! 

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  1. Coach's Corner - Crypto craze - https://www.advisorperspectives.com/articles/2021/10/28/crypto-fever-could-put-financial-advisers-in-a-bind

  2. How much it really costs to upgrade your cell phone - https://www.nytimes.com/2021/10/20/technology/personaltech/iphone-upgrades-cost.html

  3. How harmful is Facebook really - https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739?mod=hp_lead_pos7

Top 5 things named after people.

Enjoy! 

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  1. Coach's Corner - Higher and more clearly defined regulatory standards for financial planners

  2. Pandora Papers

  3. Having food made for your or preparing it yourself

Top 5 characters in a comedy.

Enjoy! 

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  1. Coach's Corner - Roth conversions and back-door Roth contributions may no longer be an option for higher income earners

  2. Sports gambling

  3. Travel

Top 5 TV show catchphrases.

Enjoy! 

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  1. Coach's Corner - Income planning and how difficult it is

  2. Splitting gifts, nights out, trips, etc. 

  3. Booing. 

Top 5 Voices.

Enjoy!

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  1. Coach's Corner - Is the 1% rule dead?

  2. Amazon is bringing back malls

  3. Rich people complaining about richer people in the Hamptons

Top 5 fictional deaths.

Enjoy!

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Episode 54!

  1. Coach's Corner - How much money do you need to feel financially secure? - https://www.cnbc.com/2021/07/28/americans-need-500000-in-savings-to-feel-financially-secure-survey-says.html

  2. Are people bigger assholes now than they've been in the past?

  3. The Olympics

Top 5 trios.

Enjoy! 

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  1. Coach's Corner - CPAs offering unsolicited investment advice

  2. How much is "enough"? - https://calibratingcapital.com/3-types-of-enough/

  3. What does rich mean to you? - https://moontowermeta.com/what-does-rich-mean-to-you/

Enjoy!

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  1. Coach's Corner - Unsolicited advice regarding mortgages, borrowing money, and debt.

  2. Death by overwork -

https://www.npr.org/2021/05/17/997462169/thousands-of-people-are-dying-from-working-long-hours-a-new-who-study-finds?utm_source=N2K%20-%205.18.21%20(Tuesday)%20-%20Wise%20Bread&utm_medium=email&utm_campaign=6458 

  1. Strip clubs coming back from COVID -

https://www.reuters.com/world/us/strippers-are-back-job-covid-rules-are-hurting-their-pay-2021-05-18/

Top 5 things you can't wait for them to end.

Enjoy!

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  1. Coach's Corner - The role of financial advisors in "get rich quick" market moments - https://www.wsj.com/articles/want-to-get-rich-quick-who-can-stop-you-11620399961?mod=itp_wsj&ru=yahoo

  2. Chicken shortages - https://www.wsj.com/articles/chicken-shortage-sends-prices-soaring-and-restaurants-cant-keep-up-11620302400

Top 5 acting performances portraying a real person.

Enjoy!

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Our 50th Episode!

  1. Coach's Corner - Market and investment predictions and how difficult they are - https://finance.yahoo.com/news/stock-market-timing-winners-losers-morning-brief-101319708.html

  2. Pandemic habits that should (or shouldn't) stick around - https://www.nytimes.com/2021/03/17/opinion/covid-pandemic-normal.html

  3. The good old days - https://www.nytimes.com/2021/04/02/smarter-living/why-we-romanticize-the-past.html

Top 5 Nicknames 

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  1. Coach's Corner - Social media influencers and financial advice

  2. How to talk to your kids about money -https://www.kathylongo.com/blog/using-pop-culture-and-technology-to-teach-your-kids-money-lessons.html

Enjoy!

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  1. Coach's Corner - Michael Kitces & Jason Zweig on redefining the financial advisor value proposition - https://www.kitces.com/blog/jason-zweig-wall-street-journal-intelligent-investor-financial-advisor-curator/

  2. NFTs - https://www.theverge.com/22310188/nft-explainer-what-is-blockchain-crypto-art-faq

  3. The Downside to Everything - https://www.mr-stingy.com/downside-everything/

Enjoy!

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  1. Coach's Corner - Investor Psychology - https://www.collaborativefund.com/blog/traits/

  2. Restaurants after COVID - https://seattle.eater.com/2021/1/28/22248080/restaurant-design-coronavirus-pandemic-partitions-takeout-social-distancing

  3. Social classes described as The Office Characters - https://alexdanco.com/2021/01/22/the-michael-scott-theory-of-social-class/

Enjoy!

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All things GameStop ($GME).  What's going on, how it happened, and what it means for lots of retail investors.

Top 5 phrases people use that we hate. 

Enjoy!

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45!

  1. Coach's Corner - Target date funds - https://www.wsj.com/articles/the-high-cost-of-target-date-funds-11607101200

  2. Point of sale financing - https://www.theatlantic.com/magazine/archive/2021/01/jeans-now-pay-later/617257/

  3. Running out of time, not money - https://ofdollarsanddata.com/running-out-of-time-before-running-out-of-money/

Top 5 Drinks.

Enjoy!

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  1. Coach's Corner - Why stock picking is so difficult 

https://www.pragcap.com/this-man-lost-everything-betting-on-stocks/

  1. New Year's Resolutions - https://www.theatlantic.com/family/archive/2020/12/new-years-resolutions-will-make-you-happier/617439/

  2. Allen Iverson - https://www.slamonline.com/the-magazine/allen-iverson-everlasting-influence/

Top 5 Worst Team Names

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Last one of 2020!

  1. Coach's Corner - Improving your Financial Bullshit detector - https://incognitomoneyscribe.com/2020/12/14/supercharging-your-financial-bullshit-detector/

  2. Sibling Athletes -

https://fivethirtyeight.com/features/why-are-great-athletes-more-likely-to-be-the-younger-siblings/

  1. The Happiness Curve -

https://www.inc.com/jeff-haden/scientists-just-discovered-mid-life-crisis-peaks-at-age-47-heres-how-to-minimize-effect-of-happiness-curve.html

Top 5 fictional athletes.

Enjoy!

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This week..

  1. Coach's Corner - Taking advice from people who don't practice what they preach - https://ofdollarsanddata.com/rich-as-i-say-not-as-i-do/

  2. Uptick in Holiday Decorating - https://www.vox.com/the-goods/22019024/christmas-decorations-pandemic-light-display-garlands-interior-design

  3. 2020 Sucked... Right? - https://www.gq.com/story/the-best-things-about-2020

Top 5 Songs with a body part in the title.

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Episode 41!

  1. Coach's Corner - Why pharmaceutical stocks have underperformed the market despite vaccine news -

  2. https://www.wsj.com/articles/there-is-no-vaccine-against-these-investing-mistakes-11605614401?mod=searchresults_pos6&page=1

  3. Goal setting.  Is it worth it? 

  4. https://radreads.co/goals/

  5. Why I hope to die at 75 

  6. https://www.theatlantic.com/magazine/archive/2014/10/why-i-hope-to-die-at-75/379329/

Enjoy!

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40th Episode!

  1. Coach's Corner - Relationships and finances from MarketWatch - https://www.marketwatch.com/story/my-husband-earned-less-than-me-for-a-decade-so-i-paid-more-towards-our-expenses-now-i-want-him-to-repay-me-2020-10-15?mod=personal-finance

  2. Youth Sports, Competition & Exclusivity - https://www.theatlantic.com/magazine/archive/2020/11/squash-lacrosse-niche-sports-ivy-league-admissions/616474/

Top 5 Product Tag Lines

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  1. Coach's Corner - The 'K' Shaped Recovery - https://www.businessinsider.com/what-is-a-k-shaped-recovery-coronavirus-pandemic

  2. Unleash the Mouse - https://www.profgalloway.com/unleash-the-mouse?utm_source=newsletter&utm_medium=email&utm_campaign=NMNM20201002

  3. Are Movie Theaters Dead? - https://medium.com/@williamfleitch/will-fear-kill-the-movie-theater-9842816eba9a

Top 5 Movies or TV Shows that have a Location (real or fictional) in the Title.

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Episode 38 featuring Christian Matthews.

  1. Coach's Corner - Are car payments at least partially responsible for the the retirement crisis?

https://awealthofcommonsense.com/2020/09/is-the-ford-f-150-partially-responsible-for-the-retirement-crisis/

  1. Tricks to make you buy more stuff.

https://www.visualcapitalist.com/29-psychological-tricks-to-make-you-buy-more/

Top 5 Feuds.  Enjoy!

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  1. Coach's Corner - Why Investing is so Important

  2. Local salesperson faces legal ramifications for misleading investors

  3. Chuck Feeney gave away A LOT of his money

Top 5 TV Show Theme Songs

Enjoy!

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  1. Coach's Corner - Changes to the Dow - https://www.axios.com/dow-jones-changes-members-pfizer-exxon-raytheon-6ab831cd-a9bf-47f2-9788-10f8c59d1998.html
  2. MasterClass - https://www.theatlantic.com/magazine/archive/2020/09/what-is-masterclass-actually-selling/614200/
  3. What is "Toxic Positivity"? - https://www.washingtonpost.com/

Top 5 best lines from comedies.  Enjoy!

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Episode 35!

  1. Coach's Corner - The stock market and consumer sentiment -https://www.visualcapitalist.com/understanding-the-disconnect-between-consumers-and-the-stock-market/

  2. CFO's and Overconfidence - https://www.institutionalinvestor.com/article/b1mww7cfkq5qh2/CFOs-Think-They-Know-More-Than-They-Do

  3. Are People Really Fleeing Cities? - https://www.bloomberg.com/news/articles/2020-08-13/manhattan-apartment-rents-plunge-10-in-pandemic-fueled-exodus?sref=QAsJLRLO

Top 5 Movies that wouldn't get made today

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Episode 34.

Coach's Corner - Women in Wealth Management - https://www.investmentnews.com/the-future-of-wealth-management-is-female-195567

Exercise Routines and Personal Fitness featuring personal trainer, Matt McGee - https://thegrowtheq.com/the-key-to-sticking-to-an-exercise-program-its-supposed-to-feel-easy/

Top 5 Fictional Political Characters

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  1. Coach's Corner - The importance of Estate Planning - https://www.morningstar.com/articles/992314/7-items-your-estate-plan-may-have-left-out

  2. Entrepreneurship - https://ofdollarsanddata.com/there-is-nothing-wrong-with-a-traditional-career/

  3. How Rich People Go Broke - https://awealthofcommonsense.com/2020/07/how-rich-people-go-broke/

Top 5 Hat Wearers 

Enjoy! 

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Episode 32!

  1. Coach's Corner - What potential tax changes could we see if Joe Biden is elected?

  2. Does Money Buy Happiness? -

https://www.washingtonpost.com/local/social-issues/money-can-buy-happiness/2020/07/01/3c2fc554-bb5a-11ea-8cf5-9c1b8d7f84c6_story.html

  1. The Survival Condo -

https://www.cnet.com/features/inside-the-survival-condo-nuclear-bunker-protecting-the-ultrarich-hacking-the-apocalypse/

Top 5 Most scrutinized famous Philly figures.

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Episode 32!

  1. Coach's Corner - IRAs and Traditional 401(k)s versus Roth IRAs and Roth 401(k)s - https://ofdollarsanddata.com/roth-401k-vs-401k/

  2. How to be the Life of the Party - https://www.thinkadvisor.com/2020/06/03/these-4-words-make-you-the-life-of-the-party/?utm_source=email&utm_medium=promo&utm_campaign=june_topcontent&utm_content=062920&utm_term=ta

  3. Are we drinking less during COVID? - https://www.sfgate.com/business/article/Americans-are-actually-drinking-less-during-the-15359426.php

  4. Karen

Enjoy!

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Episode 31!

  1. Coach's Corner - Personal finance first, investing second -  https://learn.robinhood.com/articles/im-in-my-20s-how-should-i-approach-investing/?utm_source=snacks&utm_medium=email&utm_campaign=weekly&utm_term=weekly_6_22_2020

  2. Why We Lose Focus - https://hbr.org/2016/08/the-two-things-killing-your-ability-to-focus#:~:text=Keeping%20a%20clean%20work%20environment,put%20everything%20in%20a%20drawe 

  3. Politics and Dating - https://bigthink.com/sex-relationships/politics-and-sex-dealbreaker?rebelltitem=1#rebelltitem1

Top 5 Most Annoying Habits or Behaviors.

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Our 30th episode!

  1. Coach's Corner - Rethinking the 4% rule - https://www.investmentnews.com/rethinking-retirement-amid-covid-19-crisis-192603?utm_source=Daily+AR&utm_campaign=0489dd6e83-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-0489dd6e83-143450833

  2. Day Trading/Portnoy/Robinhood - https://www.cnbc.com/2020/05/22/gamblers-pivot-to-stock-trading-during-lockdowns---barstools-portnoy-revives-old-e-trade-account.html

  3. Sports. What's Next

Top 5 Multigenerational Talented Families

Enjoy!

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Episode 29!

  1. Coach's Corner - Investor Behavior

https://humbledollar.com/2020/05/regrettable-behavior/?utm_source=Daily+AR&utm_campaign=3493fed3d9-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-3493fed3d9-143450833

  1. How to Deal With Bad News -

https://blogs.scientificamerican.com/observations/should-you-immerse-yourself-in-bad-news-these-days-or-ignore-it-completely/?utm_source=Daily+AR&utm_campaign=876fdb969e-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-876fdb969e-143450833

  1. Is Nintendo Recession Proof -

https://www.washingtonpost.com/video-games/2020/05/08/world-weathers-pandemic-nintendo-may-just-be-recession-proof/?utm_campaign=3493fed3d9-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_source=Daily%20AR

  1. The Last Dance

Top 5 favorite non-Philly athletes.

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This week..

  1. Coach's Corner - Buffet, Bezos, and shareholder commentary - 

https://thereformedbroker.com/2020/05/04/this-version-of-warren-buffett/

  1. COVID and Airbnb - 

https://www.wsj.com/articles/a-bargain-with-the-devilbill-comes-due-for-overextended-airbnb-hosts-11588083336

  1. USWNT's fight for equal pay - 

https://www.newyorker.com/sports/sporting-scene/the-us-soccer-team-is-still-fighting-for-equal-treatment

  1. The Last Dance

Top 5 food & drink pairings

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We go a little out of order this week..

  1. Are sports considered essential? - 

https://slate.com/technology/2020/04/sports-pandemic-fandom-globalism.html?utm_source=Daily+AR&utm_campaign=d38a93753f-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-d38a93753f-143450833

  1. What's next for higher education - 

https://www.axios.com/coronavirus-colleges-universities-7cfc5228-00fb-44e1-a850-e332050641a7.html

  1. Coach's Corner - Diversification by Peter Lynch (kinda) 

  2. The Last Dance - Rodman & Phil

Enjoy!

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We're back! This week we discuss..

  1. What does it mean when oil is negative? - https://www.cnbc.com/2020/04/20/this-oil-price-crash-isnt-as-bad-as-it-seems-heres-why.html 

  2. Morgan Housel attempts to put the Federal deficit into perspective - https://www.collaborativefund.com/blog/who-pays-for-this/

  3. Scooby - Doo's staying power - https://www.theatlantic.com/magazine/archive/2020/05/the-secret-of-scooby-doos-enduring-appeal/609091/

  4. "The Last Dance"

Enjoy!

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Episode 25! This was recorded before most sporting leagues/events were definitively canceled so our "Philly Sports" section is already old news.

  1. Apple agrees to settlement in class action suit but does not admit to intentionally slowing down our own phones - https://www.yahoo.com/news/apple-agrees-settlement-500-million-220616346.html

  2. Coach's Corner - Josh Brown on timely investing reminders - https://thereformedbroker.com/2020/03/09/im-here-to-remind-you/

Enjoy!

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On this week's episode..

  1. Coach's Corner - How investors are reacting to market volatility - 

https://www.eightfatswine.com/nine-things-that-happen-to-investors-when-volatility-increases/ 

AND things that won't help during it - 

https://awealthofcommonsense.com/2020/02/12-things-that-wont-help-you-during-a-market-correction/

  1. Coronavirus 

  2. Working, earning, and spending, not saving - 

https://www.marketwatch.com/story/im-59-and-my-husband-and-i-earn-500000-a-year-but-have-credit-card-debt-and-nothing-saved-for-retirement-what-should-we-do-2020-02-25

Top 5 current professional athletes who could go pro in a different sport 

Enjoy! 

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This week on Untucked..

  1. Coach's Corner - We discuss a text message conversation a client of ours had with their son who was dispensing unsolicited investment advice.

  2. How Suze Orman invests her wealth - 

https://www.thinkadvisor.com/2020/02/11/how-suze-orman-invests-her-wealth/

  1. "I Don't Know" - 

https://www.330ramp.com/blog/2020/2/21/i-dont-know

Top 5 signature foods from chain restaurants.

Enjoy! 

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Episode 22!

  1. Coach's Corner - More Incentives to Invest in Stocks - 

https://www.cnbc.com/amp/2020/02/14/white-house-considering-tax-incentive-for-more-americans-to-buy-stocks.html

  1. Streaming Wars - 

https://www.profgalloway.com/land-of-the-undead

  1. Astros Cheating Scandal - 

https://www.theringer.com/mlb/2020/2/18/21141903/houston-astros-sign-stealing-scandal-continues

Top 5 TV Shows We Watched as Kids

Enjoy!

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Happy Friday!  We have a packed episode this week featuring Villanova University's Head Swim & Diving Coach, Rick Simpson.

  1. Coach's Corner - Why Investors Should Pay for Advice https://www.iris.xyz/grow/development/why-investors-should-pay-advice

  2. Mental Health in College Athletics https://ung.edu/news/articles/2020/02/mens-soccer-coach-part-of-ncaa-convention-panel-on-mental-health.php

Top 5 Clint Eastwood Projects. 

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20th Episode!

This week we discuss..

  1. Coach's Corner - Inheriting assets, taxes, loop holes, etc...

https://news.yahoo.com/americans-inherit-764-billion-mostly-050100545.html

  1. MSCHF - A viral "company" and their unique business model

https://www.nytimes.com/2020/01/30/style/millennial-entrepreneur-startups.html

  1. Why Kids Hate School

https://www.washingtonpost.com/blogs/answer-sheet/post/why-kids-hate-school--subject-by-subject/2012/09/06/0bf1acc4-f5d6-11e1-8398-0327ab83ab91_blog.html

Top 5 Shocking Moments in Movies (spoilers!!!)

Enjoy!

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This episode covers..

  1. Parent's wanting to help their children & grandchildren - 

https://www.fa-mag.com/news/fail-to-launch-53281.html

  1. Why is it so important for us to share information first? - 

https://www.330ramp.com/blog/2020/1/27/the-race-to-be-first

  1. Hockey Podcast & Vodka - 

https://www.forbes.com/sites/carolschram/2019/12/18/pink-whitney-scores-for-spittin-chiclets-barstool-sports-and-new-amsterdam-vodka/#6f620f41721f

Top 5 movies with one word title.

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This week's episode features..

  1. 401(k)'s. Can they be improved? - 

https://www.morningstar.com/articles/961553/401ks-have-reached-their-expiration-date

  1. Facial Recognition Software - https://www.nytimes.com/2020/01/18/technology/clearview-privacy-facial-recognition.html?auth=linked-google

  2. Political Polarization - https://www.330ramp.com/blog/2020/1/17/there-is-no-middle-political-polarization-and-confirmation-bias

  3. Mercedes Subscription - https://www.bloomberg.com/news/articles/2018-06-05/mercedes-benz-starts-car-subscription-pilot-from-1-095-a-month?sref=q3KSFp38

Top 5 Rivalries (not all sports!!).

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Hello, 2020. First episode of the New Year.  This week we discuss..

  1. Shocks and natural disasters and what they mean to the stock market - https://disciplinedinvesting.blogspot.com/2020/01/shocks-and-market-impact.html

  2. Workism and blurring the lines between job and life - https://amp.theatlantic.com/amp/article/583441/

  3. Why you shouldn't buy dumb stuff - https://www.youtube.com/watch?v=m86CH8-TVuU

Top 5 people everyone loves that you can't stand.

Enjoy!

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Happy Holiday's! 

On this week's episode we cover...

  1. The fruitless exercise of stock market predictions - 

https://www.ruleoneinvesting.com/blog/investing-news-and-tips/stock-market-predictions/

  1. The FIRE movement (if we really even want to call it that) - 

https://www.businessinsider.com/early-retirement-live-frugal-to-build-wealth-2019-10

  1. Kids. 

https://www.330ramp.com/blog/2019/12/2/kids-are-expensive?utm_source=Daily+AR&utm_campaign=70a1c2b5cf-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-70a1c2b5cf-143450833

Enjoy! 

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This episode covers...

  1. The HELPER Act - 

https://www.forbes.com/sites/zackfriedman/2019/12/05/student-loans-pay-off-retirement/#2fad9cc94ee3

  1. How Aware Are People of Stock Market Performance? - 

https://www.ft.com/content/7fdedb5e-152f-11ea-9ee4-11f260415385?utm_source=Daily+AR&utm_campaign=1b36ed9aca-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-1b36ed9aca-143450833

  1. How Valuable Saving our Time Really Is - 

https://medium.com/s/no-mercy-no-malice/time-machines-species-failure-8d059c438065

Top 5 Holiday Movies.

Enjoy! 

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On today's episode..

  1. Coach's Corner - Stock Market All Time Highs 

https://awealthofcommonsense.com/2019/11/all-time-highs-are-both-scary-normal/

  1. Holiday Shopping - 

https://www.businessinsider.com/budget-spend-pay-off-debt-holiday-season-2019-11#signs-that-youre-spending-too-much-3

  1. Morning Routines - 

https://www.theatlantic.com/health/archive/2019/12/morning-routines/602788/

Top 5 Worst Ideas of All Time.

Enjoy!

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Thanksgiving Episode!

  1. What people think (and say) about retirement - 

https://www.wsj.com/articles/the-revealing-words-people-use-to-describe-retirement-11574046240

  1. Bridgewater's market "Bet" - 

https://www.wsj.com/articles/bridgewater-bets-big-on-market-drop-11574418601?mod=searchresults&page=1&pos=2

  1. The year 536 sucked - 

https://www.sciencemag.org/news/2018/11/why-536-was-worst-year-be-alive

  1. Black Friday

Top 5 Thanksgiving sides.  Enjoy!

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This week on Untucked...

  1. Coach's Corner - The fiduciary standard and financial services regulation 

https://www.kitces.com/blog/fiduciary-rule-necessary-best-interest-good-business/

  1. Scam Calls - 

https://www.wsj.com/articles/robocall-scams-exist-because-they-workone-womans-story-shows-how-11574351204?mod=hp_lead_pos10

  1. South Dakota's anti-drug campaign - 

https://www.usatoday.com/story/news/nation/2019/11/19/meth-were-it-south-dakota-campaign-working-kristi-noem-says/4236383002/

  1. Metals.com - 

https://qz.com/1749772/the-influencer-who-sells-overpriced-gold-to-republican-seniors/

Top 5 conveniences you can't live without.  Enjoy! 

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On this week's episode we cover...

  1. Unregulated product salespeople

  2. Big Data - https://bonefidewealth.com/blog/dealing-with-data/?utm_source=Daily+AR&utm_campaign=122bf985ca-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-122bf985ca-143450833

  3. Social Norms - https://www.330ramp.com/blog/2019/11/8/social-norms-from-the-past-to-the-future?utm_source=Daily+AR&utm_campaign=fb72ee5be5-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-fb72ee5be5-143450833

  4. Online Dating -https://snacks.robinhood.com/newsletters/4mNHQK226PxngogxV2uVvf/articles/1m0xdqCUlwF3fSyrwA2tzV/

Top 5 - Best TV/Movie Villains.

Enjoy!

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Our 10th Episode!  This week we cover..

  1. Stock Market Crashes - 

https://www.wsj.com/articles/a-crash-will-come-and-thats-ok-11571995801

  1. Comparing Real Estate to Stocks - 

https://klementoninvesting.substack.com/p/property-ladders?utm_source=Daily+AR&utm_campaign=fdaec2edc4-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-fdaec2edc4-143450833

  1. Virgin Galactic Going Public - https://www.washingtonpost.com/business/2019/10/28/virgin-galactic-takes-space-tourism-public-with-historic-nyse-listing/

  2. Swearing - 

https://www.cnn.com/2019/10/30/health/swearing-good-for-you-wellness/index.html

Top 5 - Worst things to receive while trick or treating.

Enjoy!

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This week's episode we cover...

  1. 9 Things Ben Carlson is Pondering Right Now - https://awealthofcommonsense.com/2019/10/9-questions-im-pondering-at-the-moment/

  2. Have Millennial's Actually "Killed" Anything? - https://www.cbinsights.com/research/millennials-killing-industries/

  3. The NBA Season Has Officially Began So Let's Talk About It - https://www.theringer.com/nba/2019/10/17/20917755/nba-kendrick-perkins-sticking-around

Top 5 people who are famous for an unconventional (or stupid) reason.

Enjoy!

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On this episode we cover...

  1. A tweet thread by Rick Ferri and the compensation structure of most financial advisors

  2. Terrible Business Ideas that turned into great businesses - https://awealthofcommonsense.com/2019/10/terrible-business-plans-wonderful-businesses/

  3. Fortnite's marketing ploy at the end of Chapter 1 - https://variety.com/2019/digital/news/fortnite-dark-epic-games-marketing-stroke-1203369504/

Our Top 5 is best sequels of all time. Enjoy! 

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On this episode we discuss..

  1. Morgan Housel's take on three big things that will shape our future - https://www.collaborativefund.com/blog/three-big-things-the-most-important-forces-shaping-the-world/

  2. Is it really getting harder to find "eligible" bachelors? - https://www.wsj.com/articles/a-good-man-is-getting-even-harder-to-find-11570200829

  3. Is there a legal type of college admissions bribe? - http://nymag.com/intelligencer/2019/09/david-e-shaw-college-donations.html

Our Top 5 is best professional sports uniforms of all time.  Enjoy!

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On today's episode we cover...

  1. More WeWork - http://nymag.com/intelligencer/2019/10/marketing-expert-scott-galloway-on-wework-and-adam-neumann.html

  2. Schwab eliminating trading fees - https://www.wsj.com/articles/charles-schwab-ending-online-trading-commissions-on-u-s-listed-products-11569935983?mod=hp_lead_pos6

  3. College athletes being compensated - https://www.nytimes.com/2019/09/30/sports/college-athletes-paid-california.html

  4. Sober September - https://www.marketwatch.com/story/white-claw-truly-and-other-hard-seltzers-could-take-a-hit-from-sober-september-2019-09-10?mod=mw_theo_homepage

Top 5 - Athletic feats professional athletes do routinely that average people would never be able to do.

Enjoy!

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On today's episode we discuss...

  1. The state of Philly sports

  2. What demographics tips best - https://www.fastcompany.com/90403266/women-and-baby-boomers-are-the-best-tippers-says-poll

  3. WeWork's disgruntled (former) CEO Adam Neumann - https://www.wsj.com/articles/this-is-not-the-way-everybody-behaves-how-adam-neumanns-over-the-top-style-built-wework-11568823827?mod=itp_wsj&ru=yahoo

  4. Can the NBA create an investment vehicle allowing people access to ownership stakes - https://www.bloomberg.com/news/articles/2019-09-03/nba-weighs-creation-of-investment-vehicle-to-buy-shares-of-teams

Follow our Twitter @untuckedpod for updates on new episodes! 

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On today's episode we discuss...

  1. Why Complexity Sells, an article written by Morgan Housel from The Collaborative Fund.  https://www.collaborativefund.com/blog/why-complexity-sells/

  2. Will Millennial's survive the next recession?  https://www.theatlantic.com/ideas/archive/2019/08/millennials-are-screwed-recession/596728/

  3. Andrew Luck's retirement featuring an article by Jemele Hill.  https://www.theatlantic.com/ideas/archive/2019/08/andrew-luck-got-wise-but-fans-werent-keeping-up/596893/

Our Top 5 is TV characters you would want to hang out with.

Enjoy!

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On this weeks episode we discuss food delivery services, buying a home digitally, and the launch of Disney+, another streaming platform.  For the Top 5 we discuss the most annoying habits witnessed while driving.

  1. Food Delivery https://www.theatlantic.com/ideas/archive/2019/08/all-food-will-be-delivered/595222/

  2. FlyHomes https://fortune.com/2019/08/15/home-buying-startup-flyhomes-new-financing/?utm_source=Daily+AR&utm_campaign=554105029c-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-554105029c-143450833

  3. Disney+ https://www.theverge.com/2019/8/19/20811513/disney-plus-launch-devices-iphone-ipad-apple-tv-roku-android-subscription

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Today's episode covers Apple's earnings report, retirement planning "robo" software, Lebron James as an AAU dad, and the sports journalism subscription service, The Athletic.  On our Top 5, we debate the best days to day drink. 

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Today we discuss drone fast food delivery, the SECURE Act as it awaits a vote from Congress, and the state of youth sports.  For our Top 5, we talk about things that should die with the baby boomer generation.