Untucked

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

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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

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1. Coach's Corner - Qualified plan rollover discussion

2. Driver monitoring camera laws - https://www.carscoops.com/2026/07/eu-driver-monitoring-mandate/

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1. Coach's Corner - A week in the life of financial advisors

2. Cosmetic procedures

Top 5 comedies with two word titles.

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1. Coach's Corner - Irregular cash flow planning

2. Credit cards - points, perks, and annual membership fees

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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

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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

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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.

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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