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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 Thanks for listening!

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 Thanks for listening!

1. Coach's Corner - Qualified plan rollover discussion 2. Driver monitoring camera laws - https://www.carscoops.com/2026/07/eu-driver-monitoring-mandate/ Enjoy!

1. Coach's Corner - A week in the life of financial advisors 2. Cosmetic procedures Top 5 comedies with two word titles. Thanks for listening!

1. Coach's Corner - Irregular cash flow planning 2. Credit cards - points, perks, and annual membership fees Thanks for listening!

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 Enjoy!

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 Thanks for listening!

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. Thanks for listening!

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

1. Coach's Corner (15:15) - annuities in 401(k) plans - https://www.wsj.com/personal-finance/annuities-retirement-savings-6c047d32?st=Sjfg3f&reflink=desktopwebshare_permalink 2. Prenups - https://www.thefp.com/p/whys-everyone-getting-a-prenup-gen-z-marriage-love Thanks for listening!

1. 401(k) rule changes   2. Coach's Corner - The "permanent" portfolio 3. Building travel itineraries and using travel agencies  Enjoy!

1. Coach's Corner - Big Beautiful Bill https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/#medicaid-funding-cuts https://advisors.vanguard.com/insights/article/reference-guide-for-advisors-on-the-one-big-beautiful-bill?cmpgn=FAS:EM:SSCRBE:850740947465&suid=CONT0961113&crd=%%Advisor_CRD_Number%%&guid=%%Contact_GUID%% 2. Wearables - are we obsessed? https://thenodmag.com/content/wearable-wellness-tech-smart-watches-obsession

1. Coach's Corner - new child checklist & trump accounts https://www.pbs.org/newshour/politics/what-experts-think-about-the-1000-trump-accounts-for-babies 2. Handiness. Thanks for listening!

1. Coach's Corner - Long term care. What it is, what it costs, and how to deal with it. 2. Tips to make our digital lives more analog. Top 5 movie action scenes Thanks for listening!