Untucked
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About

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

Untucked Episode 58

1. Coach's Corner - Higher and more clearly defined regulatory standards for financial planners 2. Pandora Papers 3. Having food made for your or prep...
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Untucked Episode 57

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. Trave...
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Untucked Episode 56

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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Untucked Episode 55

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 fiction...
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Untucked Episode 54

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-savi...
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Untucked Episode 53

1. Coach's Corner - CPAs offering unsolicited investment advice 2. How much is "enough"? - https://calibratingcapital.com/3-types-of-enough/ 3. What d...
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Untucked Episode 52

1. Coach's Corner - Unsolicited advice regarding mortgages, borrowing money, and debt. 2. Death by overwork - https://www.npr.org/2021/05/17/997462169...
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Untucked Episode 51

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-st...
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Untucked Episode 50

Our 50th Episode! 1. Coach's Corner - Market and investment predictions and how difficult they are - https://finance.yahoo.com/news/stock-market-timin...
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Untucked Episode 49

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-c...
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