In Ep. 139 of the Mullooly Asset Show, Tom talks about a few things that have been going on in the office the last few weeks. We talk about the importance of having ONE executor on an estate, updating beneficiaries, and knowing your numbers for retirement. Estates Should Have ONE Executor – Transcript Tom… [Read More] Estates Should Have ONE Executor
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:
In Ep. 138 of the Mullooly Asset Show, Tom talks about a few articles that outline why there’s been a decline in people planning vacations this year. Some people use their tax refunds to fund their vacations, and with smaller refunds can’t afford it. Others have been using their money to pay down debt… [Read More] Why Aren’t People Going on Vacation?
In Ep. 137 of the Mullooly Asset Show, Tom talks about a new piece of legislation in New Jersey that would impose a fiduciary standard of care for all broker-dealers, agents, investment advisors, and investment advisor representatives. What does this mean for you? Find out in this week’s video. Show Notes ‘NJ Proposes Fiduciary… [Read More] How Would a New Jersey Fiduciary Rule Affect You?
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?
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
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