100 episodes
Untucked FC Advisory, LLC
-
- Business
-
-
4.6 • 10 Ratings
-
Untucked is a podcast hosted by Jeff Mastronardo, Mike Traynor & Meghan Tait. Jeff, Mike & Meg are financial advisors in West Chester, PA and Untucked is an informal discussion about current topics relating to financial planning, investing and markets while sprinkling in the occasional sports debate.
-
Untucked Episode 99
1. Coach's Corner - Investing at all time highs - https://awealthofcommonsense.com/2020/12/what-if-you-only-invested-at-market-peaks/?utm_source=www.downtownjoshbrown.com&utm_medium=referral&utm_campaign=five-reasons-to-ignore-magazine-cover-commentary
2. Planning and budgeting for your next vacation - https://www.artofmanliness.com/living/leisure/how-much-should-you-spend-on-vacation/
Top 5 best sports logos.
Enjoy! -
Untucked Episode 98
1. Coach's Corner - Advice for young advisors
2. Restaurant cancellation fees, no shows, etc
Enjoy! -
Untucked Episode 97
1. Coach's Corner - Different ways advisors get paid
2. The Scam that went viral - https://www.thecut.com/article/amazon-scam-call-ftc-arrest-warrants.html
Top 5 people, dead or alive, you'd want to have a beer with.
Enjoy! -
Untucked Episode 96
1. Coach's Corner - Parents financially helping and supporting their adult children
2. Quitting
Top 5 perfectly cast TV characters
Enjoy! -
Untucked Episode 95
1. Coach's Corner - tracking your spending and budgets
2. Tip fatigue
top 5 iconic images from a movie
Enjoy! -
Untucked Episode 94
1. Coach's Corner - Withdrawal rates in retirement featuring Dave Ramsey
2. Behaviors we've changed, or noticed others have changed, since COVID
Top 5 worst professional sports logos.
Thanks for listening & happy holidays!
Customer Reviews
Untucked is a must listen
Despite the fact that Jeff’s fun facts are rarely funny or factual this podcast knows their customers. I wish all business talks were as honest as these. You always feel like the three hosts are putting clients needs first.