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From 10 epsHost
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Recent episodes
Untucked Episode 124
Jun 5, 2026
52m 18s
Untucked Episode 123
May 4, 2026
48m 23s
Untucked Episode 122
Apr 17, 2026
41m 03s
Untucked Episode 121
Mar 6, 2026
39m 48s
Untucked Episode 120
Feb 9, 2026
51m 55s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/5/26 | Untucked Episode 124✨ | financial advisorscosmetic procedures+1 | — | — | — | financial advisorscosmetic procedures+3 | — | 52m 18s | |
| 5/4/26 | Untucked Episode 123✨ | cash flow planningcredit cards+2 | — | FC Advisory, LLC | — | cash flowcredit cards+3 | — | 48m 23s | |
| 4/17/26 | Untucked Episode 122✨ | career advicefinancial planning+5 | — | — | — | careerjob+5 | — | 41m 03s | |
| 3/6/26 | Untucked Episode 121✨ | real estate transactionsemotional impact of purchases+3 | — | FC Advisory, LLC | — | real estateemotions+3 | — | 39m 48s | |
| 2/9/26 | Untucked Episode 120✨ | advisor matchmakingSuperbowl 60+1 | — | — | — | advisor matchmakingSuperbowl 60+3 | — | 51m 55s | |
| 12/16/25 | Untucked Episode 119✨ | AI stocks2026 outlook+3 | — | FidelityTop 5 places you least like to be | — | AIstocks+5 | — | 42m 36s | |
| 11/21/25 | Untucked Episode 118✨ | mortgagesaffordability+1 | — | WSJ | — | 50 year mortgageaffordability+3 | — | 49m 16s | |
| 11/3/25 | Untucked Episode 117✨ | annuities401(k) plans+3 | — | FC Advisory, LLCWall Street Journal+1 | — | annuities401(k)+3 | — | 39m 52s | |
| 10/8/25 | Untucked Episode 116✨ | 401(k) rule changespermanent portfolio+2 | — | — | — | 401(k)portfolio+3 | — | 45m 50s | |
| 7/18/25 | Untucked Episode 115✨ | government fundinghealthcare+3 | — | CNBCVanguard | — | One Big Beautiful BillMedicaid funding cuts+3 | — | 37m 18s | |
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| 6/23/25 | Untucked Episode 114 | 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! | 41m 40s | ||||||
| 5/19/25 | Untucked Episode 113 | 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! | 41m 31s | ||||||
| 5/1/25 | Untucked Episode 112 | 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! | 43m 28s | ||||||
| 3/18/25 | Untucked Episode 111 | 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 | 40m 00s | ||||||
| 2/19/25 | Untucked Episode 110 | 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! | 40m 19s | ||||||
| 1/22/25 | Untucked Episode 109 | 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! | 40m 19s | ||||||
| 12/30/24 | Untucked Episode 108 | 1. Coach's Corner - life insurance https://www.newyorklife.com/resources/life-insurance-101 2. Holiday excitement and madness Enjoy! | 44m 26s | ||||||
| 11/11/24 | Untucked Episode 107 | 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! | 44m 05s | ||||||
| 10/22/24 | Untucked Episode 106 | 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. | 38m 56s | ||||||
| 9/30/24 | Untucked Episode 105 | 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! | 45m 45s | ||||||
| 9/3/24 | Untucked Episode 104 | 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! | 37m 16s | ||||||
| 7/26/24 | Untucked Episode 103 | 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 | 42m 20s | ||||||
| 6/17/24 | Untucked Episode 102 | 1. Coach's Corner - the team discusses inheritances and theopportunities and challenges we experience.2. Entry level job postings look much different these days, from the WSJTop 5 musical acts we'd like to see deleted from the archives. | 44m 24s | ||||||
| 5/10/24 | Untucked Episode 101 | 1. Coach's Corner - Investment related taxes 2. Salary transparency Enjoy! | 38m 41s | ||||||
| 4/25/24 | Untucked Episode 100 | 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! | 46m 44s | ||||||
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