? Show Notes The Greatest Investors: John (Jack) Bogle - Investopedia The Legend of Jack Bogle - Transcript Tom Mullooly: In Episode 125, we're going to spend a few minutes talking about Jack Bogle and Vanguard Group. Stick around. Welcome to the Mullooly Asset Show....
The Wide World of 529 Plans
? Show Notes '529 Accounts: What Happens When Your Child Doesn't Go To College?' - Charles Schwab 'What is the Penalty for Early Withdrawal From 529 Plans?' - The Motley Fool 'Why Are So Few Using 529s?' - Blair duQuesnay - The Belle Curve The Wide World of 529 Plans...
A Postmortem for Sears
? Show Notes 'Who Killed Sears? 50 Years on the Road to Ruin' - Investopedia A Postmortem for Sears - Transcript Tom Mullooly: In episode 123, we're going to do a postmortem on Sears Roebuck. Stick around. Welcome to the Mullooly Asset show. I'm your host, Tom...
What Happened to the Market in December 2018?
In Ep. 122 of the Mullooly Asset Show, Tom breaks down what happened to the stock market in December of 2018. It's no surprise the market went down, and went down QUICKLY, but Tom breaks down what factored into the sell-off and where to go from here. ? What Happened...
Getting a Retro Pay Check
In Ep. 121 of the Mullooly Asset Show, Tom talks about what to do with a retro check at work. He breaks down the pros and cons of different ways to utilize this check, and debunks a few myths that have been swirling recently. Enjoy! ? Getting a Retro Pay Check -...
Target Date Funds
? Show Notes 'A Big Mistake Target-Date Investors Make' - The Wall Street Journal Target Date Funds - Transcript Tom Mullooly: In episode 120, we're going to talk about target date funds. Welcome to The Mullooly Asset Show. I'm your host, Tom Mullooly, and this is...
Know What You Own
? Show Notes 'Preferred Stocks Beckon if Interest Rates Behave' - The Wall Street Journal Know What You Own - Transcript Tom Mullooly: In episode 119, we get a reminder to know what you own. Welcome to The Mullooly Assets Show. I'm your host Tom Mullooly, and this is...
New Jersey Estate Taxes
? Show Notes 'The Repeal of the New Jersey Estate Tax' - TIAA New Jersey Estate Taxes - Transcript Tom Mullooly: In episode 118, we're going to talk a little bit about state estate taxes. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly, and this is...
Gift Taxes: Part II
? Show Notes 'Ep. 116 - Gift Taxes: The Basics' - Mullooly Asset Show Gift Taxes: Part II - Transcript Tom Mullooly: In episode 117 we continue our talk, or discussion, on gift taxes and gift tax returns. Welcome to the Mullooly Asset Show. I'm your host, Tom...
Gift Taxes: The Basics
? Show Notes '2018 Gift Tax Rates | What Are They? | Who Pays?' - Tina Orem - NerdWallet Gift Taxes: The Basics - Transcript Tom Mullooly: In episode 116, we want to cover making gifts and gift taxes. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly,...




