In Ep. 136 of the Mullooly Asset Show, Tim talks about a recent CNBC article that outlines how people say they’d spend a $5,000 bonus. However, the reality is people often don’t do what they say they will. Tim outlines the importance of prudently utilizing a bonus or tax refund. Show Notes ‘Here’s What… [Read More] What Would You Do With a $5,000 Bonus?
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:
When To Use Your Emergency Fund
In Ep. 135 of the Mullooly Asset Show, Tom talks about a few occasions when it’s okay to tap into your emergency fund. There aren’t MANY instances, but some occasions would be acceptable. Show Notes ‘6 Reasons to Tap Your Emergency Fund’ – Karen Wallace – Morningstar When To Use Your Emergency Fund –… [Read More] When To Use Your Emergency Fund
The Pitfalls of Not Reading Your Mail
In Ep. 134 of the Mullooly Asset Show, Tom talks about why it’s important to ALWAYS read your mail from your advisors. Whether it is a statement, invoice, or any other type of correspondence, READ IT. The Pitfalls of Not Reading Your Mail – Transcript Tom Mullooly: In Episode 134, we’re going to talk… [Read More] The Pitfalls of Not Reading Your Mail
What NOT To Do In Retirement
Show Notes ‘How Secure is Employment at Older Ages?’ – Urban Institute ‘How Today’s Retirees are Financial Fairing in Retirement’ – TransAmerica ‘If You Plan on Retiring Soon, Take a Test Drive’ – The Wall Street Journal What NOT To Do In Retirement – Transcript Tom Mullooly: In episode 133, we’re going to talk… [Read More] What NOT To Do In Retirement
How to Roll Over a 401(k)
In Ep. 132 of the Mullooly Asset Show, Tom talks about a topic some advisors take for granted. He breaks down the steps involved in rolling over a former workplace retirement account like a 401(k), 403(b), or 457 deferred compensation account. This is something advisors deal with everyday, but something most individuals only deal… [Read More] How to Roll Over a 401(k)
Don’t Make This Accounting Mistake
Mullooly Asset Show Ep. 131 A phrase we hear often in the office is “I’ll let my accountant figure that out”. In the past, accountants could potentially find unique ways for clients increase their write-offs and other taxable events. That is almost entirely a thing of the past now-a-days. When we hear people use… [Read More] Don’t Make This Accounting Mistake