? Time Stamp 1:03 - "My parents are getting older. Is now a good time to step in and help them with their finances?" Show Notes 'When To Step In and Take Over an Older Parent's Finances' - The Wall Street Journal 'Managing Someone Else's Money' - Consumer Financial...
The Retirement Savings Crisis: Is It Real?
? Show Notes 'The Cost of Waiting' - Michael Batnick - The Irrelevant Investor 'Is There Really a Retirement-Savings Crisis?' - Anne Tergesen - The Wall Street Journal 'Is There Really a Retirement-Savings Crisis in the US?' - Jason J. Fichtner - The Hill The...
Myth Busting: Individual Bonds
? Time Stamp 0:35 - "With interest rates rising, I've heard owning individual bonds is safer than owning bond funds. Is this true?" Myth Busting: Individual Bonds - Transcript Brendan Mullooly: On episode 86, we're going to talk about bond funds versus individual...
4 Things to Do With Your Tax Refund
? Time Stamp 0:35 - "What should I do with my tax refund?" 4 Things to Do With Your Tax Refund - Transcript Tim Mullooly: In episode 85, we're going to talk about your tax refund. How's it going, everybody? This is Tim Mullooly. Welcome to the Mullooly Asset Show....
How Much Are YOU Paying In Fees?
? Time Stamp 0:54 - 'How much am I really paying in fees for my investments?' How Much Are YOU Paying In Fees? - Transcript Tom Mullooly: In episode 84, we're going to break down the math behind your investments. Welcome to the Mullooly Asset Show. I'm your host, Tom...
The Problem With Single Stock Positions
? Show Notes The Irrelevant Investor - Michael Batnick's Blog Ritholtz Wealth Management Company Website The Problem With Single Stock Positions - Transcript Tom Mullooly: In Episode 83, we talked about the risks of holding individual stock positions. Welcome to the...
Is It Time To Refinance Your Mortgage?
? Time Stamp 1:00 - "I've been thinking about refinancing my mortgage. Is now a good time?" Show Notes 'LIBOR's Rise Accelerates, Squeezing Short-Term Borrowers' - The Wall Street Journal Is It Time To Refinance Your Mortgage? - Transcript Tom Mullooly: In episode...
Take the Emotions Out of Investing
? Time Stamp: 0:33 - So I have this stock that I inherited from my dad, and I'm not sure if it's a fit in my portfolio anymore. It hasn't been keeping up in the last couple of years, but I'm kind of attached to it. What should I do? Show Notes 'Cutting the Fan...
What is a Stretch IRA?
? Show Notes Stretch IRA - Investopedia Inherited IRA - Investopedia What is a Stretch IRA? - Transcript Tom Mullooly: In Episode 80, we're going to cover what happens if you're the beneficiary of a retirement account. Welcome to the Mullooly Asset Show. I'm your...
The Return of Volatility
? Time Stamp: 0:35 - "What happened to the market in February? That was pretty crazy." The Return of Volatility - Transcript Tim Mullooly: In episode 79 we're going to be talking about the return of volatility. Welcome to the Mullooly Asset show, I'm your host for...