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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 can follow this link to listen. Meghan Tait: [00:00:00] Hey guys, welcome to the newest episode of Untucked. Uh, today we’re gonna talk about comparing your financial status to your friends, […]
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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 their finances.  The full transcription is below or you can follow this link to listen. Untucked Episode 77 Meghan Tait: [00:00:00] Welcome to episode 77 of Untucked. This is Megan and Mike. […]
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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 transcription is below or you can follow this link to listen. Untucked Episode 76 Meghan Tait: [00:00:00] Hey everyone. Welcome to our newest episode of Untucked Today. Um, during Coach’s Corner, […]
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top plays

Q3 2022

Quote of the Quarter: “The key to fulfillment is allocation, not accumulation.  What matters is not about how much time or money you have. What matters is what you do with it.” Something from our team: What’s your legacy?  This fall, we’re prepared to discuss “Legacy Plans” with our clients.  Of course we review administrative items like beneficiary […]
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Q2 2022

by Kevin Janiec CFP®, MBA “Focus more on your current trajectory than your current results.” – James Clear Positive Team News Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall Owen’s son, […]
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Q1 2022

Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.”  – Carl Richards, author of The Behavior Gap  Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […]
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