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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 is portrayed in movies and TV.  The full transcription is below or you can follow this link to listen. Untucked Episode 74 Meghan Tait: [00:00:00] Hey everyone. Welcome to the newest episode […]
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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 can follow this link to listen. Meghan Tait: [00:00:00] Hey guys. Welcome to the newest episode of Untucked. Today we are going to talk about goals and, uh, specifically unattainable goals and […]
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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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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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