Time Stamp 0:35 – “What should I do with my tax refund?” 4 Things to Do With Your Tax Refund – Transcript Tim Mullooly: In episode 85, we’re going to talk about your tax refund. How’s it going, everybody? This is Tim Mullooly. Welcome to the Mullooly Asset Show. This is episode number 85. Brendan,… [Read More] 4 Things to Do With Your Tax Refund
Mullooly Asset Management Videos
We want investors to make educated decisions about their financial well-being, that's why we create videos. The videos cover topics such as investor behavior, financial planning, retirement planning, asset management and more. In the Video section, we list all of our videos, from the most recent production, dating all the way back to our very first video, several years ago.
Here are some of our most recent videos:
How Much Are YOU Paying In Fees?
Time Stamp 0:54 – ‘How much am I really paying in fees for my investments?’ How Much Are YOU Paying In Fees? – Transcript Tom Mullooly: In episode 84, we’re going to break down the math behind your investments. Welcome to the Mullooly Asset Show. I’m your host, Tom Mullooly, and this is episode… [Read More] How Much Are YOU Paying In Fees?
The Problem With Single Stock Positions
Show Notes The Irrelevant Investor – Michael Batnick’s Blog Ritholtz Wealth Management Company Website The Problem With Single Stock Positions – Transcript Tom Mullooly: In Episode 83, we talked about the risks of holding individual stock positions. Welcome to the Mullooly Asset Show. I’m your host, Tom Mullooly and this is episode number 83.… [Read More] The Problem With Single Stock Positions
Is It Time To Refinance Your Mortgage?
Time Stamp 1:00 – “I’ve been thinking about refinancing my mortgage. Is now a good time?” Show Notes ‘LIBOR’s Rise Accelerates, Squeezing Short-Term Borrowers’ – The Wall Street Journal Is It Time To Refinance Your Mortgage? – Transcript Tom Mullooly: In episode 82, we’re going to go through some numbers and decide if it’s time… [Read More] Is It Time To Refinance Your Mortgage?
Take the Emotions Out of Investing
Time Stamp: 0:33 – So I have this stock that I inherited from my dad, and I’m not sure if it’s a fit in my portfolio anymore. It hasn’t been keeping up in the last couple of years, but I’m kind of attached to it. What should I do? Show Notes ‘Cutting the Fan Favorites’… [Read More] Take the Emotions Out of Investing
What is a Stretch IRA?
Show Notes Stretch IRA – Investopedia Inherited IRA – Investopedia What is a Stretch IRA? – Transcript Tom Mullooly: In Episode 80, we’re going to cover what happens if you’re the beneficiary of a retirement account. Welcome to the Mullooly Asset Show. I’m your host, Tom Mullooly, and this is episode number 80. Can… [Read More] What is a Stretch IRA?