Mullooly Asset Management https://mullooly.net Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Fri, 14 Jun 2019 19:58:22 +0000 en-US hourly 1 https://wordpress.org/?v=5.2.1 Mullooly Asset Management, Inc. is a Fee Only Investment Advisory firm. We provide our clients with common sense financial planning and investment management. As a Registered Investment Advisor (RIA), we have a fiduciary obligation to our clients. Mullooly Asset Management clean Mullooly Asset Management tpmullooly@gmail.com tpmullooly@gmail.com (Mullooly Asset Management) 2006-2016 Registered Investment Advisor (RIA) in New Jersey Mullooly Asset Management https://mullooly.net/wp-content/uploads/2017/01/MulloolyPodcast.jpg https://mullooly.net tpmullooly@gmail.com Mullooly Asset Management, Inc. is a Fee Only Investment Advisory firm. We provide our clients with common sense financial planning and investment management. As a Registered Investment Advisor (RIA), we have a fiduciary obligation to our clients. TV-G Wall Township, New Jersey Weekly The Benefits of Health Savings Accounts https://mullooly.net/ep-261/14465 Fri, 14 Jun 2019 18:07:31 +0000 https://mullooly.net/?p=14465 https://mullooly.net/ep-261/14465#respond https://mullooly.net/ep-261/14465/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement plans.  The last… <a class="read-more-link" href="https://mullooly.net/ep-261/14465">[Read More] <span class="screen-reader-text">The Benefits of Health Savings Accounts</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-261/14465">The Benefits of Health Savings Accounts</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the... In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement plans.  The last… [Read More] The Benefits of Health Savings Accounts Mullooly Asset Management clean 23:50 IPO’s Don’t Fit in Your Financial Plan https://mullooly.net/ep-260/14451 Wed, 05 Jun 2019 14:17:20 +0000 https://mullooly.net/?p=14451 https://mullooly.net/ep-260/14451#respond https://mullooly.net/ep-260/14451/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the industry. Show Notes… <a class="read-more-link" href="https://mullooly.net/ep-260/14451">[Read More] <span class="screen-reader-text">IPO’s Don’t Fit in Your Financial Plan</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-260/14451">IPO’s Don’t Fit in Your Financial Plan</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients... In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the industry. Show Notes… [Read More] IPO’s Don’t Fit in Your Financial Plan Mullooly Asset Management clean 21:50 Potential Changes to Your 401(k) https://mullooly.net/ep-259/14441 Fri, 31 May 2019 18:33:26 +0000 https://mullooly.net/?p=14441 https://mullooly.net/ep-259/14441#respond https://mullooly.net/ep-259/14441/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall… <a class="read-more-link" href="https://mullooly.net/ep-259/14441">[Read More] <span class="screen-reader-text">Potential Changes to Your 401(k)</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-259/14441">Potential Changes to Your 401(k)</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall… [Read More] Potential Changes to Your 401(k) Mullooly Asset Management clean 23:58 Social Security is Not a Bond https://mullooly.net/ep-258/14436 Wed, 22 May 2019 15:06:58 +0000 https://mullooly.net/?p=14436 https://mullooly.net/ep-258/14436#respond https://mullooly.net/ep-258/14436/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly… <a class="read-more-link" href="https://mullooly.net/ep-258/14436">[Read More] <span class="screen-reader-text">Social Security is Not a Bond</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-258/14436">Social Security is Not a Bond</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly… [Read More] Social Security is Not a Bond Mullooly Asset Management clean 22:16 Sunk Costs, Todd Frazier, and Moving On https://mullooly.net/ep-257/14421 Wed, 15 May 2019 15:00:59 +0000 https://mullooly.net/?p=14421 https://mullooly.net/ep-257/14421#respond https://mullooly.net/ep-257/14421/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom:… <a class="read-more-link" href="https://mullooly.net/ep-257/14421">[Read More] <span class="screen-reader-text">Sunk Costs, Todd Frazier, and Moving On</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-257/14421">Sunk Costs, Todd Frazier, and Moving On</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need ... In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom:… [Read More] Sunk Costs, Todd Frazier, and Moving On Mullooly Asset Management clean 16:55 Un-spinning a Confusing Annuity Pitch https://mullooly.net/ep-256/14416 Wed, 08 May 2019 15:47:14 +0000 https://mullooly.net/?p=14416 https://mullooly.net/ep-256/14416#respond https://mullooly.net/ep-256/14416/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch… <a class="read-more-link" href="https://mullooly.net/ep-256/14416">[Read More] <span class="screen-reader-text">Un-spinning a Confusing Annuity Pitch</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-256/14416">Un-spinning a Confusing Annuity Pitch</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch… [Read More] Un-spinning a Confusing Annuity Pitch Mullooly Asset Management clean 24:39 Why You Don’t Have an Informational Edge Investing Today https://mullooly.net/ep-255/14401 Wed, 01 May 2019 15:10:46 +0000 https://mullooly.net/?p=14401 https://mullooly.net/ep-255/14401#respond https://mullooly.net/ep-255/14401/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock… <a class="read-more-link" href="https://mullooly.net/ep-255/14401">[Read More] <span class="screen-reader-text">Why You Don’t Have an Informational Edge Investing Today</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-255/14401">Why You Don’t Have an Informational Edge Investing Today</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it. In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock… [Read More] Why You Don’t Have an Informational Edge Investing Today Mullooly Asset Management clean 17:41 Why IPO’s are Just Another Form of Gambling https://mullooly.net/ep-254/14391 Wed, 24 Apr 2019 15:49:18 +0000 https://mullooly.net/?p=14391 https://mullooly.net/ep-254/14391#respond https://mullooly.net/ep-254/14391/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points”… <a class="read-more-link" href="https://mullooly.net/ep-254/14391">[Read More] <span class="screen-reader-text">Why IPO’s are Just Another Form of Gambling</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-254/14391">Why IPO’s are Just Another Form of Gambling</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advi... In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points”… [Read More] Why IPO’s are Just Another Form of Gambling Mullooly Asset Management clean 29:20 A 401(k) Loan is Not an Investment https://mullooly.net/ep-253/14381 Wed, 17 Apr 2019 15:28:09 +0000 https://mullooly.net/?p=14381 https://mullooly.net/ep-253/14381#respond https://mullooly.net/ep-253/14381/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is… <a class="read-more-link" href="https://mullooly.net/ep-253/14381">[Read More] <span class="screen-reader-text">A 401(k) Loan is Not an Investment</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-253/14381">A 401(k) Loan is Not an Investment</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is… [Read More] A 401(k) Loan is Not an Investment Mullooly Asset Management clean 19:10 How Much Risk is TOO Much Risk For Retirees? https://mullooly.net/ep-252/14372 Wed, 10 Apr 2019 18:35:34 +0000 https://mullooly.net/?p=14372 https://mullooly.net/ep-252/14372#respond https://mullooly.net/ep-252/14372/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight… <a class="read-more-link" href="https://mullooly.net/ep-252/14372">[Read More] <span class="screen-reader-text">How Much Risk is TOO Much Risk For Retirees?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-252/14372">How Much Risk is TOO Much Risk For Retirees?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios. In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight… [Read More] How Much Risk is TOO Much Risk For Retirees? Mullooly Asset Management clean 25:11 A Different Kind of Student Debt https://mullooly.net/ep-251/14356 Wed, 03 Apr 2019 18:15:17 +0000 https://mullooly.net/?p=14356 https://mullooly.net/ep-251/14356#respond https://mullooly.net/ep-251/14356/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth… <a class="read-more-link" href="https://mullooly.net/ep-251/14356">[Read More] <span class="screen-reader-text">A Different Kind of Student Debt</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-251/14356">A Different Kind of Student Debt</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth… [Read More] A Different Kind of Student Debt Mullooly Asset Management clean 29:43 Ep. 250: The Best of the Best! https://mullooly.net/ep-250/14348 Fri, 29 Mar 2019 16:14:07 +0000 https://mullooly.net/?p=14348 https://mullooly.net/ep-250/14348#respond https://mullooly.net/ep-250/14348/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back… <a class="read-more-link" href="https://mullooly.net/ep-250/14348">[Read More] <span class="screen-reader-text">Ep. 250: The Best of the Best!</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-250/14348">Ep. 250: The Best of the Best!</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back… [Read More] Ep. 250: The Best of the Best! Mullooly Asset Management clean 25:06 Important Tips for Filling Out the FAFSA https://mullooly.net/ep-249/14334 Fri, 22 Mar 2019 14:59:25 +0000 https://mullooly.net/?p=14334 https://mullooly.net/ep-249/14334#respond https://mullooly.net/ep-249/14334/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds… <a class="read-more-link" href="https://mullooly.net/ep-249/14334">[Read More] <span class="screen-reader-text">Important Tips for Filling Out the FAFSA</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-249/14334">Important Tips for Filling Out the FAFSA</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds… [Read More] Important Tips for Filling Out the FAFSA Mullooly Asset Management clean 25:47 Ep. 248: Key Information for All Retirees https://mullooly.net/ep-248/14313 Fri, 15 Mar 2019 19:42:30 +0000 https://mullooly.net/?p=14313 https://mullooly.net/ep-248/14313#respond https://mullooly.net/ep-248/14313/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should… <a class="read-more-link" href="https://mullooly.net/ep-248/14313">[Read More] <span class="screen-reader-text">Ep. 248: Key Information for All Retirees</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-248/14313">Ep. 248: Key Information for All Retirees</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement. In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should… [Read More] Ep. 248: Key Information for All Retirees Mullooly Asset Management clean 21:05 What is a Safe Withdrawal Rate in Retirement? https://mullooly.net/ep-247/14302 Fri, 08 Mar 2019 16:54:49 +0000 https://mullooly.net/?p=14302 https://mullooly.net/ep-247/14302#respond https://mullooly.net/ep-247/14302/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?”  Brendan and Tom try to break it down as simply as possible for… <a class="read-more-link" href="https://mullooly.net/ep-247/14302">[Read More] <span class="screen-reader-text">What is a Safe Withdrawal Rate in Retirement?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-247/14302">What is a Safe Withdrawal Rate in Retirement?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate? In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?”  Brendan and Tom try to break it down as simply as possible for… [Read More] What is a Safe Withdrawal Rate in Retirement? Mullooly Asset Management clean 20:32 Ep. 246: Is Going to College Really Worth It? https://mullooly.net/ep-246/14291 Fri, 01 Mar 2019 18:35:05 +0000 https://mullooly.net/?p=14291 https://mullooly.net/ep-246/14291#respond https://mullooly.net/ep-246/14291/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, and how the new tax laws are affecting individuals this year.  Brendan sheds light on the… <a class="read-more-link" href="https://mullooly.net/ep-246/14291">[Read More] <span class="screen-reader-text">Ep. 246: Is Going to College Really Worth It?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-246/14291">Ep. 246: Is Going to College Really Worth It?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do, and how the new tax laws are affecting individuals this year.  Brendan sheds light on the… [Read More] Ep. 246: Is Going to College Really Worth It? Mullooly Asset Management clean 21:15 Ep. 245: Does Trend Following Work? https://mullooly.net/ep-245/14270 Fri, 22 Feb 2019 17:02:22 +0000 https://mullooly.net/?p=14270 https://mullooly.net/ep-245/14270#respond https://mullooly.net/ep-245/14270/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?  Trend following looked like the right move.  In Ep. 245 of the… <a class="read-more-link" href="https://mullooly.net/ep-245/14270">[Read More] <span class="screen-reader-text">Ep. 245: Does Trend Following Work?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-245/14270">Ep. 245: Does Trend Following Work?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though? In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?  Trend following looked like the right move.  In Ep. 245 of the… [Read More] Ep. 245: Does Trend Following Work? Mullooly Asset Management clean 17:48 Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help https://mullooly.net/ep-244/14246 Fri, 15 Feb 2019 16:39:45 +0000 https://mullooly.net/?p=14246 https://mullooly.net/ep-244/14246#respond https://mullooly.net/ep-244/14246/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, new ways to repay student loans, and how the government is trying… <a class="read-more-link" href="https://mullooly.net/ep-244/14246">[Read More] <span class="screen-reader-text">Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-244/14246">Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year, new ways to repay student loans, and how the government is trying… [Read More] Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help Mullooly Asset Management clean 22:41 Ep. 242: Buying Company Stock & Accelerated Mortgages https://mullooly.net/ep-242/14177 Fri, 01 Feb 2019 16:36:52 +0000 https://mullooly.net/?p=14177 https://mullooly.net/ep-242/14177#respond https://mullooly.net/ep-242/14177/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.  There are many ways to “accelerate” your mortgage payments, some more complex than others.  We break… <a class="read-more-link" href="https://mullooly.net/ep-242/14177">[Read More] <span class="screen-reader-text">Ep. 242: Buying Company Stock & Accelerated Mortgages</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-242/14177">Ep. 242: Buying Company Stock & Accelerated Mortgages</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing. In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.  There are many ways to “accelerate” your mortgage payments, some more complex than others.  We break… [Read More] Ep. 242: Buying Company Stock & Accelerated Mortgages Mullooly Asset Management clean 27:54 Ep. 241: Retirement and the Sequence of Returns https://mullooly.net/ep-241/14141 Fri, 25 Jan 2019 15:09:52 +0000 https://mullooly.net/?p=14141 https://mullooly.net/ep-241/14141#respond https://mullooly.net/ep-241/14141/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! Ep. 241: Retirement and the Sequence of Returns – Transcript DISCLAIMER:… <a class="read-more-link" href="https://mullooly.net/ep-241/14141">[Read More] <span class="screen-reader-text">Ep. 241: Retirement and the Sequence of Returns</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-241/14141">Ep. 241: Retirement and the Sequence of Returns</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy! Ep. 241: Retirement and the Sequence of Returns – Transcript DISCLAIMER:… [Read More] Ep. 241: Retirement and the Sequence of Returns Mullooly Asset Management clean 17:15 Ep. 240: Pay Attention to Cash Flows in 2019! https://mullooly.net/ep-240/14107 Wed, 16 Jan 2019 21:32:46 +0000 https://mullooly.net/?p=14107 https://mullooly.net/ep-240/14107#respond https://mullooly.net/ep-240/14107/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, it’s a great time to emphasize the need for an emergency fund. Show Notes ‘How to… <a class="read-more-link" href="https://mullooly.net/ep-240/14107">[Read More] <span class="screen-reader-text">Ep. 240: Pay Attention to Cash Flows in 2019!</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-240/14107">Ep. 240: Pay Attention to Cash Flows in 2019!</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people, it’s a great time to emphasize the need for an emergency fund. Show Notes ‘How to… [Read More] Ep. 240: Pay Attention to Cash Flows in 2019! Mullooly Asset Management clean 21:01 Ep. 239: Tax Withholding, Budgeting, & Tips for 2019 https://mullooly.net/ep-239/14073 Thu, 10 Jan 2019 16:11:49 +0000 https://mullooly.net/?p=14073 https://mullooly.net/ep-239/14073#respond https://mullooly.net/ep-239/14073/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, and how to determine what to prioritize in your budget. Show Notes ‘Time to Check Your Withholding For… <a class="read-more-link" href="https://mullooly.net/ep-239/14073">[Read More] <span class="screen-reader-text">Ep. 239: Tax Withholding, Budgeting, & Tips for 2019</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-239/14073">Ep. 239: Tax Withholding, Budgeting, & Tips for 2019</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first, and how to determine what to prioritize in your budget. Show Notes ‘Time to Check Your Withholding For… [Read More] Ep. 239: Tax Withholding, Budgeting, & Tips for 2019 Mullooly Asset Management clean 18:14 Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points https://mullooly.net/ep-238/14052 Fri, 04 Jan 2019 17:22:07 +0000 https://mullooly.net/?p=14052 https://mullooly.net/ep-238/14052#respond https://mullooly.net/ep-238/14052/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, they address how certain bond aggregates actually ended 2018 flat despite the narrative… <a class="read-more-link" href="https://mullooly.net/ep-238/14052">[Read More] <span class="screen-reader-text">Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-238/14052">Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second, they address how certain bond aggregates actually ended 2018 flat despite the narrative… [Read More] Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points Mullooly Asset Management clean 25:25 Ep. 237: Putting 2018 in Perspective https://mullooly.net/ep-237/14016 Thu, 27 Dec 2018 16:28:30 +0000 https://mullooly.net/?p=14016 https://mullooly.net/ep-237/14016#respond https://mullooly.net/ep-237/14016/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of previous years in the market for context. Show Notes… <a class="read-more-link" href="https://mullooly.net/ep-237/14016">[Read More] <span class="screen-reader-text">Ep. 237: Putting 2018 in Perspective</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-237/14016">Ep. 237: Putting 2018 in Perspective</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of... In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of previous years in the market for context. Show Notes… [Read More] Ep. 237: Putting 2018 in Perspective Mullooly Asset Management clean 21:59 Ep. 236: The Fed Impact https://mullooly.net/ep-236-the-fed-impact/13961 Wed, 19 Dec 2018 16:29:24 +0000 https://mullooly.net/?p=13961 https://mullooly.net/ep-236-the-fed-impact/13961#respond https://mullooly.net/ep-236-the-fed-impact/13961/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history, and the different impacts it has had on the market over the years.… <a class="read-more-link" href="https://mullooly.net/ep-236-the-fed-impact/13961">[Read More] <span class="screen-reader-text">Ep. 236: The Fed Impact</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-236-the-fed-impact/13961">Ep. 236: The Fed Impact</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history, In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history, and the different impacts it has had on the market over the years.… [Read More] Ep. 236: The Fed Impact Mullooly Asset Management clean 25:31 Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff https://mullooly.net/ep-235/13937 Thu, 13 Dec 2018 21:16:34 +0000 https://mullooly.net/?p=13937 https://mullooly.net/ep-235/13937#respond https://mullooly.net/ep-235/13937/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt, and re-visit the Bernie Madoff scandal 10 years later. Show Notes ‘The One… <a class="read-more-link" href="https://mullooly.net/ep-235/13937">[Read More] <span class="screen-reader-text">Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-235/13937">Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt, In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt, and re-visit the Bernie Madoff scandal 10 years later. Show Notes ‘The One… [Read More] Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff Mullooly Asset Management clean 25:54 Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting https://mullooly.net/ep-234/13847 Fri, 30 Nov 2018 19:28:35 +0000 https://mullooly.net/?p=13847 https://mullooly.net/ep-234/13847#respond https://mullooly.net/ep-234/13847/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018. Show Notes ‘When Cash Outperforms Everything’ – Ben Carlson – A Wealth… <a class="read-more-link" href="https://mullooly.net/ep-234/13847">[Read More] <span class="screen-reader-text">Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-234/13847">Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018. In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018. Show Notes ‘When Cash Outperforms Everything’ – Ben Carlson – A Wealth… [Read More] Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting Mullooly Asset Management clean 19:28 Ep. 233: Amazon, Bitcoin, & the Holiday Season https://mullooly.net/ep-233/13817 Wed, 21 Nov 2018 18:32:39 +0000 https://mullooly.net/?p=13817 https://mullooly.net/ep-233/13817#respond https://mullooly.net/ep-233/13817/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations, and what it means to keep things in perspective over the long-term. Show Notes ‘Amazon and Other Retail Stocks Typically… <a class="read-more-link" href="https://mullooly.net/ep-233/13817">[Read More] <span class="screen-reader-text">Ep. 233: Amazon, Bitcoin, & the Holiday Season</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-233/13817">Ep. 233: Amazon, Bitcoin, & the Holiday Season</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations, In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations, and what it means to keep things in perspective over the long-term. Show Notes ‘Amazon and Other Retail Stocks Typically… [Read More] Ep. 233: Amazon, Bitcoin, & the Holiday Season Mullooly Asset Management clean 21:56 Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires https://mullooly.net/ep-232/13774 Fri, 16 Nov 2018 17:19:17 +0000 https://mullooly.net/?p=13774 https://mullooly.net/ep-232/13774#respond https://mullooly.net/ep-232/13774/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy! Show Notes ‘MYTH: Higher Active Share Leads to Better Outcomes’ – Chris Tidmore –… <a class="read-more-link" href="https://mullooly.net/ep-232/13774">[Read More] <span class="screen-reader-text">Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-232/13774">Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy! In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy! Show Notes ‘MYTH: Higher Active Share Leads to Better Outcomes’ – Chris Tidmore –… [Read More] Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires Mullooly Asset Management clean 29:39 Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta? https://mullooly.net/ep-231/13750 Fri, 09 Nov 2018 19:34:43 +0000 https://mullooly.net/?p=13750 https://mullooly.net/ep-231/13750#respond https://mullooly.net/ep-231/13750/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week.  They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in December, and what exactly does the term “smart beta” mean?… <a class="read-more-link" href="https://mullooly.net/ep-231/13750">[Read More] <span class="screen-reader-text">Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-231/13750">Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week.  They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in... In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week.  They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in December, and what exactly does the term “smart beta” mean?… [Read More] Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta? Mullooly Asset Management clean 24:59 Ep. 230: Working Longer, Retirement Plans, & Market Downturns https://mullooly.net/ep-230/13592 Fri, 12 Oct 2018 20:14:45 +0000 https://mullooly.net/?p=13592 https://mullooly.net/ep-230/13592#respond https://mullooly.net/ep-230/13592/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 230, Brendan and Tom talk about a couple of important topics.  They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings.  Being able to work longer is sometimes out of the individual’s control.  They also discuss the recent market volatility, and what has gone on… <a class="read-more-link" href="https://mullooly.net/ep-230/13592">[Read More] <span class="screen-reader-text">Ep. 230: Working Longer, Retirement Plans, & Market Downturns</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-230/13592">Ep. 230: Working Longer, Retirement Plans, & Market Downturns</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 230, Brendan and Tom talk about a couple of important topics.  They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings.  Being able to work longer is sometimes out of the individual’s control... In Ep. 230, Brendan and Tom talk about a couple of important topics.  They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings.  Being able to work longer is sometimes out of the individual’s control.  They also discuss the recent market volatility, and what has gone on… [Read More] Ep. 230: Working Longer, Retirement Plans, & Market Downturns Mullooly Asset Management clean 22:10 Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s https://mullooly.net/ep-299/13529 Thu, 04 Oct 2018 14:05:04 +0000 https://mullooly.net/?p=13529 https://mullooly.net/ep-299/13529#respond https://mullooly.net/ep-299/13529/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy!  And then they burst everyone’s bubble reminding people that didn’t happen!  They talk about these workplace retirement plans, the incentives they offer, and how it might be time… <a class="read-more-link" href="https://mullooly.net/ep-299/13529">[Read More] <span class="screen-reader-text">Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-299/13529">Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy!  And then they burst everyone’s bubble reminding people that didn’t happen! In Ep. 229 of the Mullooly Asset Podcast, Brendan and Tom reminisce about the ‘good old days’ when everybody had pensions and 401(k)’s and everybody was happy!  And then they burst everyone’s bubble reminding people that didn’t happen!  They talk about these workplace retirement plans, the incentives they offer, and how it might be time… [Read More] Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s Mullooly Asset Management clean 22:20 Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains https://mullooly.net/ep-228/13486 Fri, 28 Sep 2018 18:21:04 +0000 https://mullooly.net/?p=13486 https://mullooly.net/ep-228/13486#respond https://mullooly.net/ep-228/13486/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week.  They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause huge tax bills, and much more! Show Notes ‘The Man Who Hates ETFs… <a class="read-more-link" href="https://mullooly.net/ep-228/13486">[Read More] <span class="screen-reader-text">Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-228/13486">Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week.  They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause h... In Ep. 228, Brendan and Tom talk about a few articles and podcasts that caught their eye this week.  They talk about the ever-changing roles and incentives for active mutual fund managers, the way capital gains distributions in mutual funds can cause huge tax bills, and much more! Show Notes ‘The Man Who Hates ETFs… [Read More] Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains Mullooly Asset Management clean 24:29 Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett https://mullooly.net/ep-227/13431 Fri, 14 Sep 2018 18:28:06 +0000 https://mullooly.net/?p=13431 https://mullooly.net/ep-227/13431#respond https://mullooly.net/ep-227/13431/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week.  They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans, a witty quote from Warren Buffett, and much more! Show Notes… <a class="read-more-link" href="https://mullooly.net/ep-227/13431">[Read More] <span class="screen-reader-text">Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-227/13431">Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week.  They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans,... In Ep. 227 of the Mullooly Asset Podcast, Tim and Tom break down some headlines from this week.  They discuss why Millennials are afraid to invest their money and prefer cash, how to potentially talk to your children about ways to reduce student loans, a witty quote from Warren Buffett, and much more! Show Notes… [Read More] Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett Mullooly Asset Management clean 21:31 Ep. 226: “Reasons to Sell” Since 2009 https://mullooly.net/ep-226/13392 Wed, 05 Sep 2018 15:51:30 +0000 https://mullooly.net/?p=13392 https://mullooly.net/ep-226/13392#respond https://mullooly.net/ep-226/13392/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 226, Brendan and Tom talk about a chart posted last year by our friend Michael Batnick of Ritholtz Wealth Management.  The chart shows “reasons to sell” over the last decade, and looking back on them they feel somewhat foolish.  However, in the moment it’s difficult to discern what’s real and what’s a fake-out. … <a class="read-more-link" href="https://mullooly.net/ep-226/13392">[Read More] <span class="screen-reader-text">Ep. 226: “Reasons to Sell” Since 2009</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-226/13392">Ep. 226: “Reasons to Sell” Since 2009</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 226, Brendan and Tom talk about a chart posted last year by our friend Michael Batnick of Ritholtz Wealth Management.  The chart shows “reasons to sell” over the last decade, and looking back on them they feel somewhat foolish.  However, In Ep. 226, Brendan and Tom talk about a chart posted last year by our friend Michael Batnick of Ritholtz Wealth Management.  The chart shows “reasons to sell” over the last decade, and looking back on them they feel somewhat foolish.  However, in the moment it’s difficult to discern what’s real and what’s a fake-out. … [Read More] Ep. 226: “Reasons to Sell” Since 2009 Mullooly Asset Management clean 21:47 Ep. 225: Tesla, Crypto Scams, & Monthly Bills https://mullooly.net/ep-225/13327 Thu, 23 Aug 2018 16:14:28 +0000 https://mullooly.net/?p=13327 https://mullooly.net/ep-225/13327#respond https://mullooly.net/ep-225/13327/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 225 of the Mullooly Asset Podcast, Brendan and Tom breakdown some headlines from this week.  They talk about Elon Musk considering taking Tesla private, Facebook trying to team up with banks, cryptocurrency “pump and dump” schemes, and auditing your own monthly bills.  Check it out! Show Notes ‘Facebook to Banks: Give Us Your… <a class="read-more-link" href="https://mullooly.net/ep-225/13327">[Read More] <span class="screen-reader-text">Ep. 225: Tesla, Crypto Scams, & Monthly Bills</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-225/13327">Ep. 225: Tesla, Crypto Scams, & Monthly Bills</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 225 of the Mullooly Asset Podcast, Brendan and Tom breakdown some headlines from this week.  They talk about Elon Musk considering taking Tesla private, Facebook trying to team up with banks, cryptocurrency “pump and dump” schemes, In Ep. 225 of the Mullooly Asset Podcast, Brendan and Tom breakdown some headlines from this week.  They talk about Elon Musk considering taking Tesla private, Facebook trying to team up with banks, cryptocurrency “pump and dump” schemes, and auditing your own monthly bills.  Check it out! Show Notes ‘Facebook to Banks: Give Us Your… [Read More] Ep. 225: Tesla, Crypto Scams, & Monthly Bills Mullooly Asset Management clean 24:51 Ep. 224: Is it Time to Revamp the 401(k)? https://mullooly.net/ep-224/13301 Thu, 16 Aug 2018 16:49:11 +0000 https://mullooly.net/?p=13301 https://mullooly.net/ep-224/13301#respond https://mullooly.net/ep-224/13301/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans.  This leads to a bigger discussion about the 401(k) plan as a whole, and the purpose of the workplace retirement plan.  Is it perhaps time to… <a class="read-more-link" href="https://mullooly.net/ep-224/13301">[Read More] <span class="screen-reader-text">Ep. 224: Is it Time to Revamp the 401(k)?</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-224/13301">Ep. 224: Is it Time to Revamp the 401(k)?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans.  This leads to a bigger discussion about the 401(k) plan as a whole, In Ep. 224 of the Mullooly Asset Podcast, Brendan and Tom break down a recent article from the Wall Street Journal that talks about auto-enrollment rates for 401(k) plans.  This leads to a bigger discussion about the 401(k) plan as a whole, and the purpose of the workplace retirement plan.  Is it perhaps time to… [Read More] Ep. 224: Is it Time to Revamp the 401(k)? Mullooly Asset Management clean 21:18 Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little https://mullooly.net/ep-223/13235 Mon, 06 Aug 2018 18:13:19 +0000 https://mullooly.net/?p=13235 https://mullooly.net/ep-223/13235#respond https://mullooly.net/ep-223/13235/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>Show Notes ‘The Most Googled Financial Questions By State’ – Think Advisor ‘The Pension Hole for U.S. Cities and States is the Size of Japan’s Economy’ – The Wall Street Journal ‘What Should You Do With Your Home Equity in Retirement?’ – Christine Benz – Morningstar ‘Young People Don’t Want Construction Jobs’ – The Wall… <a class="read-more-link" href="https://mullooly.net/ep-223/13235">[Read More] <span class="screen-reader-text">Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-223/13235">Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> Show Notes ‘The Most Googled Financial Questions By State’ – Think Advisor ‘The Pension Hole for U.S. Cities and States is the Size of Japan’s Economy’ – The Wall Street Journal ‘What Should You Do With Your Home Equity in Retirement? Show Notes ‘The Most Googled Financial Questions By State’ – Think Advisor ‘The Pension Hole for U.S. Cities and States is the Size of Japan’s Economy’ – The Wall Street Journal ‘What Should You Do With Your Home Equity in Retirement?’ – Christine Benz – Morningstar ‘Young People Don’t Want Construction Jobs’ – The Wall… [Read More] Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little Mullooly Asset Management clean 21:41 Ep. 222: Facebook, Market Anomalies, Wells Fargo & more https://mullooly.net/ep-222/13211 Wed, 01 Aug 2018 19:13:11 +0000 https://mullooly.net/?p=13211 https://mullooly.net/ep-222/13211#respond https://mullooly.net/ep-222/13211/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>Show Notes ‘Facebook Stock Drops Roughly 20%’ – MarketWatch ‘The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days’ – MarketWatch ‘How to Predict the Next Market Downturn’ – MarketWatch ‘They All Fall Down’ – Michael Batnick – The Irrelevant Investor ‘Whistleblowers Detail Wells Fargo Wealth Management Woes’ – The… <a class="read-more-link" href="https://mullooly.net/ep-222/13211">[Read More] <span class="screen-reader-text">Ep. 222: Facebook, Market Anomalies, Wells Fargo & more</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-222/13211">Ep. 222: Facebook, Market Anomalies, Wells Fargo & more</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> Show Notes ‘Facebook Stock Drops Roughly 20%’ – MarketWatch ‘The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days’ – MarketWatch ‘How to Predict the Next Market Downturn’ – MarketWatch ‘They All Fall Down’ – Michael Batnick – The Ir... Show Notes ‘Facebook Stock Drops Roughly 20%’ – MarketWatch ‘The Fate of the Stock Market for 2018 Could Rest on the Next Couple Days’ – MarketWatch ‘How to Predict the Next Market Downturn’ – MarketWatch ‘They All Fall Down’ – Michael Batnick – The Irrelevant Investor ‘Whistleblowers Detail Wells Fargo Wealth Management Woes’ – The… [Read More] Ep. 222: Facebook, Market Anomalies, Wells Fargo & more Mullooly Asset Management clean 20:21 Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy https://mullooly.net/ep-221/13169 Fri, 20 Jul 2018 18:05:50 +0000 https://mullooly.net/?p=13169 https://mullooly.net/ep-221/13169#respond https://mullooly.net/ep-221/13169/feed 0 <p><a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ</a></p> <p>In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the “gig economy” and much more!  If you’ve got a question that you would like answered on an upcoming podcast, get in touch with us!… <a class="read-more-link" href="https://mullooly.net/ep-221/13169">[Read More] <span class="screen-reader-text">Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy</span></a></p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-221/13169">Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the “gig economy” and much more! In Episode 221 of the Mullooly Asset Podcast, Brendan and Tom talk about fixed annuities, the ever-present transfer of wealth between generations, how to manage cash flows when working in the “gig economy” and much more!  If you’ve got a question that you would like answered on an upcoming podcast, get in touch with us!… [Read More] Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy Mullooly Asset Management clean 22:16