In Ep. 145 of the Mullooly Asset Show, Tom talks about “egg noodles and ketchup” from the movie Goodfellas, and how in 2019 it’s essentially impossible to pull a fast one on the IRS. Things have changed drastically over the last few decades, and today everything is tracked. As we’re finding out, even bitcoin gains… [Read More] Egg Noodles and Ketchup
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:
Fee-Only vs. Fee-Based
In Ep. 144 of the Mullooly Asset Show, Tom talks about the difference between fee-only and fee-based advisors. Although the names sound very similar, they couldn’t be more different! Show Notes ‘Fee-Only vs. Commission Financial Advisor: How They’re Different’ – Business Insider Fee-Only vs. Fee-Based – Transcript Tom Mullooly: In episode 144, we’re going… [Read More] Fee-Only vs. Fee-Based
Would You Get These Money Questions Right?
In Ep. 143 of the Mullooly Asset Show, Tom asks six money questions that a majority of college students got wrong. Some of the questions were a bit tricky, but can YOU answer all of them before Tom gives the answer? Show Notes ‘More Than Half of College Students Fail This 6-Question Money Quiz… [Read More] Would You Get These Money Questions Right?
What’s the Difference Between 401(k)’s and Roth 401(k)’s?
In Ep. 142 of the Mullooly Asset Show, Tom talks about the differences between Roth 401(k)’s and traditional 401(k)’s. There’s one key element that separates the two! Show Notes ‘Wow, Did We Get a Lot of Questions About the Roth 401(k)?’ – The Wall Street Journal What’s the Difference Between 401(k)’s and Roth 401(k)’s?… [Read More] What’s the Difference Between 401(k)’s and Roth 401(k)’s?
How Advisors Help Investors in Different Life Phases
Show Notes ‘The Three Phases of an Investor’s Life’ – Josh Brown – The Reformed Broker How Advisors Help Investors in Different Life Phases – Transcript Tim Mullooly: In episode 141 we’re going to talk about the three phases of an investor’s life. Stick around. Welcome to the Mullooly Asset Show. I’m your host… [Read More] How Advisors Help Investors in Different Life Phases
New Improvements from TD Ameritrade
In Ep. 140 of the Mullooly Asset Show, Tom talks about some great new technological changes at TD Ameritrade. Using the Advisor Client app, clients can log in, view their accounts, and even deposit money right into their account by taking a picture of the check! Show Notes TD Ameritrade – Advisor Client New… [Read More] New Improvements from TD Ameritrade