https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_261.mp3Subscribe: Android | RSSIn Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles. The first discusses the responsibilities of executors and tax implications in the estate planning process. The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement… [Read More] The Benefits of Health Savings Accounts
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:
IPO’s Don’t Fit in Your Financial Plan
https://media.blubrry.com/invest/p/content.blubrry.com/invest/MAM_260.mp3Subscribe: Android | RSSIn Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan. They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the… [Read More] IPO’s Don’t Fit in Your Financial Plan
Potential Changes to Your 401(k)
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)
Social Security is Not a Bond
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
Sunk Costs, Todd Frazier, and Moving On
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
Un-spinning a Confusing Annuity Pitch
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