Time Stamps: 2:46 - "Should I continue to contribute towards my retirement or pay off my debt in a bull market?" 8:58 - "When should I switch my very aggressive asset allocation to a moderate one?" 13:34 - "Should I invest or pay off my debt?" 17:20 - "Should I stop...
Time Stamps 2:00 - "Can you receive a tax benefit for contributing towards your child's school tuition?" 5:42 - "Should I wait until I am 70 years old to retire?" 9:05 - "Should I sell my stock to pay off my mortgage?" 16:40 - "Can I use my mutual funds as a savings...
In this milestone episode for the podcast, Tim talks with Tom about October 19, 1987. Tom was just a "baby-broker", as he puts it, and we get a hands-on point of view of what that dreadful day was like. Tom talks about the year leading up to the crash, some points...
Time Stamps: 1:57 - "How do I get a credit card with no current payment history?" 4:53 - "Which portfolio should I choose for my daughter's 529 plan?" 6:23 - "Is it worth investing in penny stocks?" 9:50 - "Is an irrevocable trust right for my relative that recently...
Time Stamps: 2:57 - “Should I lower my contributions to my 401(k) as I near retirement?” 8:25 - “How do I choose a good index fund to invest in and where should I buy one?” 11:57 - “Should I start investing in a Roth IRA at 70 years old?” 15:03 - “Can I continue to...
Time Stamps: 2:15 - "How should I invest and save right out of college?" 7:16 - "Why is paying off debt always the biggest priority to advisors?" 11:15 - "Which investment strategy should I follow through on?" 17:17 - "What do I do with excess credit cards that I...
Time Stamps: 1:08 - "Can I defer a required minimum distribution to next year?" 3:28 - "When should you sell a bond?" 8:13 - "What is the impact of the tax deductible nature of a home equity line of credit?" 10:57 - "What can I do with a recovered 401K from a previous...
Mullooly Asset Podcast #195 Time Stamps: 2:27 - "What are some general tips for stocks and investing?" 5:53 - "Is it a bad time to invest in equities?" 12:02 - "How do I invest with minimal net worth?" 17:46 - "Should I rollover my 401K from my previous employer?"...
Mullooly Asset Podcast #194 Time Stamps: 2:33 - “what does it mean when you move your investments to cash?” 4:34 - “why do municipal bond funds all seem to lose money for their customers?” 11:28 - “how much do I have to pay in taxes when transferring to a Roth IRA?”...
Time Stamps: 1:42 - "Should I withdraw from my retirement accounts?" 6:25 - "How will buying or leasing a car affect my ability to get a mortgage?" 11:40 - "Should we use our 401K funds to pay off a home equity loan?" 16:33 - "Should I use my traditional IRA to pay...
