In 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...
In 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...
In 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...
In 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...
Time 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...
Time 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...
Show Notes 'Mets Analysis: Wilpons Need to Be More Transparent About Payroll, Offseason Moves' - Marc Carig - Newsday Why the New York Mets Need a Financial Planner - Transcript Tim Mullooly: Welcome back to the podcast. This is episode number 206 of the Mullooly...
Show Notes: 'Be Wary of this Skyrocketing Bitcoin Fund' - Sumit Roy - ETF.com 'The Bitcoin Whales: 1,000 People Who Own 40% of the Market' - Olga Kharif - Bloomberg 'Bitcoin Mania: Even Grandma Wants In On the Action' - The Wall Street Journal (Paywall) Bitcoin: What...
Time Stamps: 1:52 - 'How should I invest my emergency funds so that I keep earning interest on it?' 5:49 - 'If I have a 401K through my company, can I also invest in an exchange traded fund, or ETF through a broker?' 11:00 - Our thoughts on Bitcoin Show Notes...
Time Stamps: 1:04 - "Where should I move my 401(k) gains before the bull stock market ends in preparation for a market crash?" 6:07 - "How should I approach paying off my student debt?" 8:43 - "What is the best way to pay off graduate school debt using my 401(k)?"...
