https://www.youtube.com/watch?v=OHYP14Ij95s Show Notes '2018 Baseline Survey Results' - U.S. Financial Health Pulse Budgeting 101: Spend Less Than You Make - Transcript Tom Mullooly: In episode 128, we have some interesting survey numbers that we want to share with...
What is “Smart Money” and “Dumb Money”?
https://www.youtube.com/watch?v=8kzjHDGfHxY Show Notes 'The Dumb Money is Finally Starting to Smarten Up' - Bloomberg What is "Smart Money" and "Dumb Money"? - Transcript Tom Mullooly: In episode 127 we're going to find out that we're actually the dumb money. Did you...
Advertising Rules for Advisors
https://www.youtube.com/watch?v=F_VZjx1caOA Show Notes 'The Investment Adviser Advertising Rule' - Laura Anthony, Esq. - Lawcast Advertising Rules for Advisors - Transcript Tom Mullooly: In episode 126 we're going to talk about testimonials and advertising. Stick...
The Legend of Jack Bogle
https://www.youtube.com/watch?v=re1EJUk_6Ac 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...
The Wide World of 529 Plans
https://www.youtube.com/watch?v=YzeMoibymng 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 -...
A Postmortem for Sears
https://www.youtube.com/watch?v=8gR8sWLxWOw 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...
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....
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!...
Target Date Funds
https://www.youtube.com/watch?v=3u6VqQddkq8 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....
Know What You Own
https://www.youtube.com/watch?v=pQIvQtK40sw 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...




