Untucked is a podcast hosted by three financial advisors who discuss investing, markets, and a bunch of other stuff. FC Advisory LLC is a registered investment adviser dba Financial Coach and New Wealth Project (collectively, “FCADV”). Disclaimers apply: www.financialcoachgroup.com/disclaimer . Views and opinions expressed or implied are not intended as recommendation or offer of any specific advice or services and are subject to change. FCADV does not endorse any third-party content, services,…
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1. Coach's Corner - IPOs. SpaceX, Anthropic, OpenAI. What are IPOs and how we talk about this topic with clients. 2. Casualness at work - Have things gotten too casual? https://www.msn.com/en-us/money/savingandinvesting/my-husband-and-i-are-retired-our-financial-adviser-who-is-in-his-30s-called-us-you-guyses-is-that-unprofessional/ar-AA27SMEB?ocid=hpmsn&cvid=6a5f885ede3a4642907fe034526ae6aa&ei=26…
1. Coach's Corner - Qualified plan rollover discussion 2. Driver monitoring camera laws - https://www.carscoops.com/2026/07/eu-driver-monitoring-mandate/ Enjoy!
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!
1. Coach's Corner - Irregular cash flow planning 2. Credit cards - points, perks, and annual membership fees Thanks for listening!
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!
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…
1. Advisor "matchmaking" 2. Superbowl 60 Thanks for listening!
1. Coach's Corner - AI AI stocks | Outlook for 2026 | Fidelity 2. The best things we've watched, listened to, or read in 2026 Top 5 places you least like to be. Thanks for listening!
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 2. Streaming sucks
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!
