https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_256.mp3Subscribe: Android | RSSIn Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed. They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click… [Read More] Un-spinning a Confusing Annuity Pitch
In Ep. 139 of the Mullooly Asset Show, Tom talks about a few things that have been going on in the office the last few weeks. We talk about the importance of having ONE executor on an estate, updating beneficiaries, and knowing your numbers for retirement. Estates Should Have ONE Executor – Transcript Tom… [Read More] Estates Should Have ONE Executor
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_255.mp3Subscribe: Android | RSSIn Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week. They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it. They also talk about why people care more about shark… [Read More] Why You Don’t Have an Informational Edge Investing Today
In Ep. 138 of the Mullooly Asset Show, Tom talks about a few articles that outline why there’s been a decline in people planning vacations this year. Some people use their tax refunds to fund their vacations, and with smaller refunds can’t afford it. Others have been using their money to pay down debt… [Read More] Why Aren’t People Going on Vacation?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_254.mp3Subscribe: Android | RSSIn Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money. They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce… [Read More] Why IPO’s are Just Another Form of Gambling
In Ep. 137 of the Mullooly Asset Show, Tom talks about a new piece of legislation in New Jersey that would impose a fiduciary standard of care for all broker-dealers, agents, investment advisors, and investment advisor representatives. What does this mean for you? Find out in this week’s video. Show Notes ‘NJ Proposes Fiduciary… [Read More] How Would a New Jersey Fiduciary Rule Affect You?