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...
? 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....
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! ?...
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...
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...
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? ...
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...
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 -...
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:...
? 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...
