In 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...
In 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...
In 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...
In 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...
In 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...
In 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...
In 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...
In 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...
A Loan From A 401k is Not an Investment In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics. They talk about why a loan from a 401k, though not ALWAYS a bad idea, is not an investment. They also talk about why finance is so taboo...
In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics. They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios. They also talk about a few common misconceptions...
