Episodes
100
Latest episode
Sep 2026
Language
EN
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, individuals, or companies discussed on this podcast. Third party comments found on this page do not reflect the views of FCADV and have not been reviewed as to accuracy or completeness. Please refrain from posting reviews or comments regarding your experience (no testimonials). Past performance does not guarantee future results. Investing involves risk, including the potential loss of principal. Consult the appropriate investment, legal, or tax professional before considering or implementing any options presented or inferred.
1. Coach's Corner - We're discussing bonds and some of the common client questions/concerns we're navigating https://www.wsj.com/personal-finance/wealth-management-has-a-3-trillion-problem-investors-are-keeping-too-much-cash-ba18dbaf?mod=personal-finance_trendingnow_article_pos1 2. Are children getting dumber? https://www.wsj.com/opinion/yes-children-really-are-getting-dumber-fa4cb20c?mod=itp_wsj Thanks for listening!
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 Thanks for listening!
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 or contentment, there tends to be emotional impacts of large purchases.
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
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
