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...
Everybody Pays Something to Invest
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....
Does a Will Supersede a Beneficiary?
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! https://www.youtube.com/watch?v=FjH8d30g1ho Show Notes...
Social Security Myths
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! https://www.youtube.com/watch?v=FfuuvZTY9SQ Social Security...
Financial Mistakes in a Divorce
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!...
Charles Schwab, TD Ameritrade, and You
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!...
10 Scary Retirement Statistics
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!...
HELOCs vs. Personal Loans
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. https://www.youtube.com/watch?v=pzifz0pK9og Show Notes 'HELOCs are So...
Don’t Beat Yourself Up
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...
How to Measure Returns
In Ep. 163 of the Mullooly Asset Show, Tom explains the important difference between 12-month rolling returns, and year-to-date returns. In a market environment like what we've had through the last 2 years, knowing how to measure your returns is especially important....




