Egg Noodles and Ketchup

In Ep. 145 of the Mullooly Asset Show, Tom talks about "egg noodles and ketchup" from the movie Goodfellas, and how in 2019 it's essentially impossible to pull a fast one on the IRS.  Things have changed drastically over the last few decades, and today everything is...

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Fee-Only vs. Fee-Based

In Ep. 144 of the Mullooly Asset Show, Tom talks about the difference between fee-only and fee-based advisors.  Although the names sound very similar, they couldn't be more different! https://www.youtube.com/watch?v=kV8lvxHmqRs Show Notes 'Fee-Only vs. Commission...

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New Improvements from TD Ameritrade

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!...

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Estates Should Have ONE Executor

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....

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