https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_212.mp3Subscribe: Android | RSSIn Ep. 212 of the Mullooly Asset Management Podcast, Brendan and Tom discuss some headlines that caught their eye in the last few weeks. They talk about how investors will be able to see a broker’s profits made from bond sales. They also discuss the idea of California forcing new home builders… [Read More] Ep. 212 – Broker Profits, Elder Fraud, Pensions & more!
Mullooly Asset Management Podcasts
Our podcasts are made to help the average investor make informed decisions about their wealth. We have been making podcasts for several years covering topics that investors have questions about. The topics covered include financial planning questions, retirement planning, investor behavior, money management and more.
Here are some of our most recent podcasts:
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_211.mp3Subscribe: Android | RSSIn Ep. 211 of the Mullooly Asset Management Podcast, Brendan and Tom discuss this week’s headlines. They talk about CEO’s salaries, specifically the CEO from Under Armour. They discuss how the oil rally “took forecasters by surprise”, and what you can REALLY use forecasts for. They also talk about the US Dollar,… [Read More] Ep. 211 – Forecasting, the US Dollar, Bond Funds, & more!
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_210.mp3Subscribe: Android | RSSIn Ep. 210, Tom talks about estates. Dividing up an estate can be a sometimes messy topic, especially among family members. Tom outlines what happens if you are named as an executor to the estate, what a normal and customary executor’s fee could be, how inheritance and estate taxes factor in depending… [Read More] Ep. 210: What You Need To Know About Estates
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Fiduciary_Rule_Dead.mp3Subscribe: Android | RSSIn Ep. 209 of the Mullooly Asset Podcast, Tom talks about the Department of Labor Fiduciary Rule, and if it is going to actually be implemented or not. He also talks about the importance of understanding the fiduciary responsibility your investment advisor SHOULD have when working with your money. Many clients, and… [Read More] Ep. 209: Fiduciary Rule Nearing the End?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_208.mp3Subscribe: Android | RSSTime Stamps: 3:47 – “What’s the best thing to do with excess wealth at age 30?” 7:15 – “Can I still open a 401k if I’m already retired?” 9:43 – “What are the benefits of rolling over a 401k into an IRA if I’m not working?” 13:13 – “As a newly eligible employee at a small… [Read More] Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_207.mp3Subscribe: Android | RSSTime Stamps: 2:00 – “What allocation strategy do you recommend for those approaching retirement?” 7:45 – “I inherited an IRA that was passed down two different times. Do I qualify for a five year disbursement?” 11:13 – “Where should I move my 401k account from my past employer?” 14:22 – “I’m 24 and contributing to a… [Read More] Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke