In Ep. 173 of the Mullooly Asset Show, Tim shares a few important financial planning tips to check off your list as we move into 2020! Financial plans are never set in stone, and it's important to review what's happened over the last year. ? Show Notes 'A Year-End...
In Ep. 172 of the Mullooly Asset Show, Tom talks about why it's so easy for people to fall in love with individual stocks' stories. Clinging onto stocks with "good stories" is also a good way to eventually getting burned by stocks. Tom uses a few examples in this...
In Ep. 171 of the Mullooly Asset Show, Tom talks about a recent survey that showed a large number of people who think they are paying "nothing" for their investments. That could not be further from the truth, and investment fees are very important to understand. ?...
When it comes to life insurance policies, does a will supersede a beneficiary? This is a question we deal with a lot here in the office, so tune in to Ep. 170 of the Mullooly Asset Show to find out the answer! ? Show Notes 'Your Life Insurance Beneficiary Determines...
In Ep. 169 of the Mullooly Asset Show, Tom clears up some commonly heard myths about Social Security. Social Security can be a confusing topic for many people, so be sure to tune in to this week's episode! ? Social Security Myths - Transcript Tom Mullooly: Hey. We're...
In Ep. 168 of the Mullooly Asset Show, Tom talks about some very costly mistakes that people make when going through a divorce. Going through a divorce is hard enough, don't make it more difficult by making easy-to-avoid financial mistakes! ? Show Notes 'Divorce,...
In Ep. 167 of the Mullooly Asset Show, Tom addresses the new rumors of Charles Schwab purchasing TD Ameritrade, and what brokerage firms merging should mean to the end client. It's a person-to-person business, and your relationship with your advisor shouldn't change!...
In Ep. 166 of the Mullooly Asset Show, Tom shares 10 scary retirement statistics from a Think Advisor post, and talks about why these stats are so scary for people in or nearing retirement. If you're closing in on retirement, listen up! ? Show Notes '10 Scariest...
In Ep. 165 of the Mullooly Asset Show, Tom looks at the differences between HELOCs and personal loans, the merits of using each of them, and the underlying problem behind using these types of loans. ? Show Notes 'HELOCs are So 2007, Americans Aren't Using Homes as...
In Ep. 164 of the Mullooly Asset Show, Tom talks about why it's important to stay positive and not beat yourself up about your finances. If you have a financial plan, save for retirement, and do the right things each month - you're better off than most people out...
