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Untucked Episode 78

Listen to our newest podcast episode where we discuss comparing your financial habits to your friends and sports broadcasting.  The full transcription is below or you

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Untucked Episode 77

Listen to our newest podcast episode where we discuss the opportunities and difficulties in working with family and friends, Secure Act 2.0, and couples sharing

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The new 529 rule

If you are a parent saving for your child(ren)’s future education, there is a new law within Secure Act 2.0 that you should know about. 

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Untucked Episode 76

Listen to our newest podcast episode where we discuss client sentiment after a tough year in the market, FTX, and remakes in Hollywood .  The full

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Untucked Episode 74

Listen to our newest podcast episode where we discuss the unpredictability of markets and how they influence financial plans and the way the finance industry

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Untucked Episode 73

Listen to our newest podcast episode where we discuss unattainable goals, separating sports by sex, and standardized testing.  The full transcription is below or you

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