In Ep. 142 of the Mullooly Asset Show, Tom talks about the differences between Roth 401(k)’s and traditional 401(k)’s. There’s one key element that separates the two! Show Notes ‘Wow, Did We Get a Lot of Questions About the Roth 401(k)?’ – The Wall Street Journal What’s the Difference Between 401(k)’s and Roth 401(k)’s?… [Read More] What’s the Difference Between 401(k)’s and Roth 401(k)’s?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_259.mp3Subscribe: Android | RSSIn Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment. There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’… [Read More] Potential Changes to Your 401(k)
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_258.mp3Subscribe: Android | RSSIn Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days. They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money… [Read More] Social Security is Not a Bond
Show Notes ‘The Three Phases of an Investor’s Life’ – Josh Brown – The Reformed Broker How Advisors Help Investors in Different Life Phases – Transcript Tim Mullooly: In episode 141 we’re going to talk about the three phases of an investor’s life. Stick around. Welcome to the Mullooly Asset Show. I’m your host… [Read More] How Advisors Help Investors in Different Life Phases
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_257.mp3Subscribe: Android | RSSIn Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs. They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On… [Read More] Sunk Costs, Todd Frazier, and Moving On
In Ep. 140 of the Mullooly Asset Show, Tom talks about some great new technological changes at TD Ameritrade. Using the Advisor Client app, clients can log in, view their accounts, and even deposit money right into their account by taking a picture of the check! Show Notes TD Ameritrade – Advisor Client New… [Read More] New Improvements from TD Ameritrade