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Untucked Episode 72

Listen to our newest podcast episode where we discuss dispensing general advice, personal money habits, and vacation rental stories.  The full transcription is below or you can follow this link to listen. Untucked Episode 72 Meghan Tait: [00:00:00] Hey guys, welcome back to untucked. On this episode, we are going to discuss, uh, the forums […]
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Untucked Episode 71

Untucked Episode 71 Meghan Tait: [00:00:00] Hey guys, welcome to episode 71 of untucked. Today. We’re gonna talk about dying with zero a concept written about by an author, and we talk about the practicality of it. We’re also gonna discuss thematic investing, um, investing in different themes. And then finally the Mante. Documentary on […]
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Untucked Episode 70

Listen to our newest podcast episode where we discuss bonds, youth sports, and the lottery.  The full transcription is below or you can follow this link to listen. Untucked Episode 70 Meghan Tait: [00:00:00] Hey, everyone. Welcome to the newest episode of untucked. This is our 70th episode. So thank you guys all for listening. Uh, today […]
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Positive Vibes

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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Q4 2021

A few things that we’re celebrating, reading, listening to, and thinking about. Something to smile about Great news! Olivia is expecting a baby girl in February 2022.  We’re so excited for Olivia, Scott, Marlo, Tucker and their growing family.  Don’t worry- we’ve already discussed 529 plans with her! Something to listen to Episode #438 on […]
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