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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

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

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.

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

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

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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