https://media.blubrry.com/invest/p/content.blubrry.com/invest/Slow_and_Steady_Beats_Not_at_All_August_2015_Podcast.mp3Subscribe: Android | RSS“I can only afford to save $50 a month, that won’t be enough to make a difference. Why bother?” I can’t tell you how many times I’ve heard this or a variation of it. It comes up when discussing things like creating an emergency fund, saving for a down payment, investing for… [Read More] Slow and Steady Beats Not at All
Everybody worries about retirement, it's part of life. This category page covers topics to help individuals get ready for retirement. Believe it or not there are steps you can take early on in life to set up a comfortable retirement.
Personalized Retirement Account Advice Individuals are more likely to pay for an oil change than they are for personalized advice on their workplace retirement account. Don’t believe it? According to a recent Charles Schwab survey, it’s true. Although 87% of those surveyed stated that a 401k was a “crucial benefit”, only 24% said they were likely… [Read More] Getting Personalized Retirement Account Advice
We’ve all heard the saying, “Practice makes perfect”, before. It tends to be true whether you’re talking about public speaking, golf, playing the drums, or becoming a great cook. It’s been said that most successful individuals have failed more times than the novices have even tried. The recurring theme is to keep showing up and learning from… [Read More] Practice Makes Perfect
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Group_Annuity_Policies_An_Expensive_Way_to_Invest_May_2015_Podcast.mp3Subscribe: Android | RSSAt Mullooly Asset Management, we help a lot of individuals manage their retirement accounts at work. The type of retirement account doesn’t matter (401k, 403b, or 457), we advise individuals on how to allocate their retirement savings within these plans. Sometimes, we review a client’s employer sponsored plan and it seems to be… [Read More] Group Annuity Products: An Expensive Way to Invest
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Roth_IRA_or_Roth_401k_April_2015_Podcast.mp3Subscribe: Android | RSSHere at Mullooly Asset Management, we help a lot of individuals manage their retirement accounts at work. In doing so, we’ve taken a look at countless 401k’s, 457’s and 403b’s. Within many of these employer sponsored plans, a Roth option is offered. I’ve noticed some confusion between these Roth 401k’s (or Roth… [Read More] Roth IRA or Roth 401k?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Why_We_Can_t_Predict_What_Age_You_ll_Retire_At_March_2015_Podcast.mp3Subscribe: Android | RSSOn this week’s podcast Tim and I discuss why we’re incapable of telling people what age they’ll be able to retire at. This might be disappointing to hear, but it’s the truth. We aren’t able to predict what age you’ll be able to retire at or how much money you’ll need to… [Read More] We Can’t Predict Your Retirement Age