Mullooly Asset Management https://mullooly.net Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ Fri, 17 Jan 2020 14:00:03 +0000 en-US hourly 1 https://wordpress.org/?v=5.3.2 https://mullooly.net/wp-content/uploads/cropped-Artboard-2-copyMAM-Shamrock-BlueGreenGradient-07.18.19-32x32.png Mullooly Asset Management https://mullooly.net 32 32 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 TV-G Wall Township, New Jersey Weekly Have You Done Your 2019 Taxes? https://mullooly.net/mam-291/21592 Fri, 17 Jan 2020 14:00:03 +0000 https://mullooly.net/?p=21592 https://mullooly.net/mam-291/21592#respond https://mullooly.net/mam-291/21592/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. 291 of the Mullooly Asset Podcast, Tom walks us through a letter he received from his accountant that outlines a handful of things to consider before getting your taxes done for 2019.  When it comes to doing your taxes, you definitely DON’T want to rush it, and you definitely DO want to be […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-291/21592">Have You Done Your 2019 Taxes?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 291 of the Mullooly Asset Podcast, Tom walks us through a letter he received from his accountant that outlines a handful of things to consider before getting your taxes done for 2019.  When it comes to doing your taxes, In Ep. 291 of the Mullooly Asset Podcast, Tom walks us through a letter he received from his accountant that outlines a handful of things to consider before getting your taxes done for 2019.  When it comes to doing your taxes, you definitely DON’T want to rush it, and you definitely DO want to be […] Mullooly Asset Management clean 19:38 What’s the Most Reliable Indicator? https://mullooly.net/mam-290/21581 Thu, 09 Jan 2020 21:51:57 +0000 https://mullooly.net/?p=21581 https://mullooly.net/mam-290/21581#respond https://mullooly.net/mam-290/21581/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. 290 of the Mullooly Asset Podcast, Brendan and Tom discuss price targets for 2020, what weight they actually hold, what exactly “reliable” indicators are, and how long you should plan on working. Show Notes ‘How Jeffrey Gundlach’s Predictions for 2019 Turned Out’ – Bloomberg ‘Investors, Revel in Your Ignorance’ – Wall Street Journal […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-290/21581">What’s the Most Reliable Indicator?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 290 of the Mullooly Asset Podcast, Brendan and Tom discuss price targets for 2020, what weight they actually hold, what exactly “reliable” indicators are, and how long you should plan on working. Show Notes ‘How Jeffrey Gundlach’s Predictions fo... In Ep. 290 of the Mullooly Asset Podcast, Brendan and Tom discuss price targets for 2020, what weight they actually hold, what exactly “reliable” indicators are, and how long you should plan on working. Show Notes ‘How Jeffrey Gundlach’s Predictions for 2019 Turned Out’ – Bloomberg ‘Investors, Revel in Your Ignorance’ – Wall Street Journal […] Mullooly Asset Management clean 19:19 What Should We Expect in 2020? https://mullooly.net/mam-289/21569 Fri, 03 Jan 2020 15:41:36 +0000 https://mullooly.net/?p=21569 https://mullooly.net/mam-289/21569#respond https://mullooly.net/mam-289/21569/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. 289 of the Mullooly Asset Podcast, Tom addresses what happened in the market in 2019, and what we should realistically expect in 2020.  He talks about what past markets have looked like after big up years, and why it’s not a great idea to change your investment allocation solely based on what happened […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-289/21569">What Should We Expect in 2020?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 289 of the Mullooly Asset Podcast, Tom addresses what happened in the market in 2019, and what we should realistically expect in 2020.  He talks about what past markets have looked like after big up years, In Ep. 289 of the Mullooly Asset Podcast, Tom addresses what happened in the market in 2019, and what we should realistically expect in 2020.  He talks about what past markets have looked like after big up years, and why it’s not a great idea to change your investment allocation solely based on what happened […] Mullooly Asset Management clean 20:25 The Building Blocks of Investing https://mullooly.net/mam-288/21561 Tue, 24 Dec 2019 16:20:38 +0000 https://mullooly.net/?p=21561 https://mullooly.net/mam-288/21561#respond https://mullooly.net/mam-288/21561/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. 288 of the Mullooly Asset Podcast, Brendan and Tom discuss the building blocks of investing.  There is a hierarchy of questions and topics that need to be answered before you pick the investments that go into your account, and we outline them here for you! Show Notes ‘How Do Your Financial Priorities Stack […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-288/21561">The Building Blocks of Investing</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 288 of the Mullooly Asset Podcast, Brendan and Tom discuss the building blocks of investing.  There is a hierarchy of questions and topics that need to be answered before you pick the investments that go into your account, In Ep. 288 of the Mullooly Asset Podcast, Brendan and Tom discuss the building blocks of investing.  There is a hierarchy of questions and topics that need to be answered before you pick the investments that go into your account, and we outline them here for you! Show Notes ‘How Do Your Financial Priorities Stack […] Mullooly Asset Management clean 26:16 ‘Tis the Season for 2020 Market Forecasts https://mullooly.net/mam-287/21552 Fri, 20 Dec 2019 15:42:01 +0000 https://mullooly.net/?p=21552 https://mullooly.net/mam-287/21552#respond https://mullooly.net/mam-287/21552/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. 287 of the Mullooly Asset Podcast, Brendan and Tom discuss 2020 market forecasts, why they aren’t helpful, and why it’s important not to hang your hat on other people’s predictions.  Nobody can predict the future, but for some reason people expect “market experts” to try. Show Notes ‘The Ultimate Market 2020 Playbook’ – […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-287/21552">‘Tis the Season for 2020 Market Forecasts</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 287 of the Mullooly Asset Podcast, Brendan and Tom discuss 2020 market forecasts, why they aren’t helpful, and why it’s important not to hang your hat on other people’s predictions.  Nobody can predict the future, In Ep. 287 of the Mullooly Asset Podcast, Brendan and Tom discuss 2020 market forecasts, why they aren’t helpful, and why it’s important not to hang your hat on other people’s predictions.  Nobody can predict the future, but for some reason people expect “market experts” to try. Show Notes ‘The Ultimate Market 2020 Playbook’ – […] Mullooly Asset Management clean 23:11 What to Know About Your Retirement https://mullooly.net/mam-286/21535 Fri, 13 Dec 2019 16:21:16 +0000 https://mullooly.net/?p=21535 https://mullooly.net/mam-286/21535#respond https://mullooly.net/mam-286/21535/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. 286 of the Mullooly Asset Podcast, the team discusses a handful of important topics surrounding retirement.  From planning for retirement, knowing how much risk you need to take with your portfolio, what to do if a bear market hits right before you retire, and more! Show Notes ‘How Much Risk is TOO Much […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-286/21535">What to Know About Your Retirement</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 286 of the Mullooly Asset Podcast, the team discusses a handful of important topics surrounding retirement.  From planning for retirement, knowing how much risk you need to take with your portfolio, what to do if a bear market hits right before ... In Ep. 286 of the Mullooly Asset Podcast, the team discusses a handful of important topics surrounding retirement.  From planning for retirement, knowing how much risk you need to take with your portfolio, what to do if a bear market hits right before you retire, and more! Show Notes ‘How Much Risk is TOO Much […] Mullooly Asset Management clean 29:59 How Long Can Bull Markets Last? https://mullooly.net/mam-285/21496 Fri, 06 Dec 2019 17:16:29 +0000 https://mullooly.net/?p=21496 https://mullooly.net/mam-285/21496#respond https://mullooly.net/mam-285/21496/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. 285 of the Mullooly Asset Podcast, Brendan and Tom discuss just how long bull markets can go for.  It’s usually a lot longer than most people expect.  They also talk about a new proposed way to pay off student loan debt. Show Notes ‘Rand Paul’s New Bill Would Let Americans Pay Off Student […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-285/21496">How Long Can Bull Markets Last?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 285 of the Mullooly Asset Podcast, Brendan and Tom discuss just how long bull markets can go for.  It’s usually a lot longer than most people expect.  They also talk about a new proposed way to pay off student loan debt. In Ep. 285 of the Mullooly Asset Podcast, Brendan and Tom discuss just how long bull markets can go for.  It’s usually a lot longer than most people expect.  They also talk about a new proposed way to pay off student loan debt. Show Notes ‘Rand Paul’s New Bill Would Let Americans Pay Off Student […] Mullooly Asset Management clean 24:01 Cash on the Sidelines https://mullooly.net/mam-284/21486 Wed, 27 Nov 2019 18:35:37 +0000 https://mullooly.net/?p=21486 https://mullooly.net/mam-284/21486#respond https://mullooly.net/mam-284/21486/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. 284, Brendan and Tom discuss the often-used phrase “cash on the sidelines”  and how market pundits like to use it as a signal for the market.  They also discuss home prices and the slow generational transfer of property. Show Notes ‘Investment Signals Would Be Great, If They Worked’ – John Rekenthaler – Morningstar […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-284/21486">Cash on the Sidelines</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 284, Brendan and Tom discuss the often-used phrase “cash on the sidelines”  and how market pundits like to use it as a signal for the market.  They also discuss home prices and the slow generational transfer of property. In Ep. 284, Brendan and Tom discuss the often-used phrase “cash on the sidelines”  and how market pundits like to use it as a signal for the market.  They also discuss home prices and the slow generational transfer of property. Show Notes ‘Investment Signals Would Be Great, If They Worked’ – John Rekenthaler – Morningstar […] Mullooly Asset Management clean 29:18 The Problem with Car Loans Today https://mullooly.net/mam-283/21477 Fri, 22 Nov 2019 15:56:29 +0000 https://mullooly.net/?p=21477 https://mullooly.net/mam-283/21477#respond https://mullooly.net/mam-283/21477/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. 283 of the Mullooly Asset Podcast, Brendan and Tom discuss their biggest issue with car loans today.  The length of the loans make monthly payments seem affordable, but really keep the individuals in a never-ending payment schedule costing more than they thought. Show Notes ‘A $45,000 Loan for a $27,000 Ride: More Borrowers […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-283/21477">The Problem with Car Loans Today</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 283 of the Mullooly Asset Podcast, Brendan and Tom discuss their biggest issue with car loans today.  The length of the loans make monthly payments seem affordable, but really keep the individuals in a never-ending payment schedule costing more ... In Ep. 283 of the Mullooly Asset Podcast, Brendan and Tom discuss their biggest issue with car loans today.  The length of the loans make monthly payments seem affordable, but really keep the individuals in a never-ending payment schedule costing more than they thought. Show Notes ‘A $45,000 Loan for a $27,000 Ride: More Borrowers […] Mullooly Asset Management clean 25:13 Investing Armageddon https://mullooly.net/mam-282/21459 Fri, 15 Nov 2019 14:49:45 +0000 https://mullooly.net/?p=21459 https://mullooly.net/mam-282/21459#respond https://mullooly.net/mam-282/21459/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. 282 of the Mullooly Asset Podcast, Brendan and Tom look at claims made by famous market callers who claimed “armageddon” was coming for the market.  What would have happened to your investments if you had listened to them at the time? Show Notes The Consequences of Listening to the Armageddonists, 2010-2019 Investing Armageddon […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-282/21459">Investing Armageddon</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 282 of the Mullooly Asset Podcast, Brendan and Tom look at claims made by famous market callers who claimed “armageddon” was coming for the market.  What would have happened to your investments if you had listened to them at the time? In Ep. 282 of the Mullooly Asset Podcast, Brendan and Tom look at claims made by famous market callers who claimed “armageddon” was coming for the market.  What would have happened to your investments if you had listened to them at the time? Show Notes The Consequences of Listening to the Armageddonists, 2010-2019 Investing Armageddon […] Mullooly Asset Management clean 23:00 Should You Trade Because of Elections? https://mullooly.net/mam-281/21445 Fri, 08 Nov 2019 16:54:24 +0000 https://mullooly.net/?p=21445 https://mullooly.net/mam-281/21445#respond https://mullooly.net/mam-281/21445/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. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio.  Should you make changes based on who wins or loses?  They also discuss estate planning for college students, and a hierarchy of stock market losses. Show Notes ‘Morgan Stanley […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-281/21445">Should You Trade Because of Elections?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio.  Should you make changes based on who wins or loses?  They also discuss estate planning for college... In Ep. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio.  Should you make changes based on who wins or loses?  They also discuss estate planning for college students, and a hierarchy of stock market losses. Show Notes ‘Morgan Stanley […] Mullooly Asset Management clean 30:24 Decision Making 101: Student Loan Edition https://mullooly.net/mam-280/21401 Thu, 31 Oct 2019 19:17:58 +0000 https://mullooly.net/?p=21401 https://mullooly.net/mam-280/21401#respond https://mullooly.net/mam-280/21401/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. 280 of the Mullooly Asset Podcast, we answer a handful of questions surrounding student loans.  There has been A LOT of news surrounding the amount of debt people have, whether or not to go to college, how to take out/pay off loans, so we recap everything for you in this episode. Show Notes […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-280/21401">Decision Making 101: Student Loan Edition</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 280 of the Mullooly Asset Podcast, we answer a handful of questions surrounding student loans.  There has been A LOT of news surrounding the amount of debt people have, whether or not to go to college, how to take out/pay off loans, In Ep. 280 of the Mullooly Asset Podcast, we answer a handful of questions surrounding student loans.  There has been A LOT of news surrounding the amount of debt people have, whether or not to go to college, how to take out/pay off loans, so we recap everything for you in this episode. Show Notes […] Mullooly Asset Management clean 24:12 Is the 60/40 Portfolio Dead? https://mullooly.net/mam-279/21394 Fri, 25 Oct 2019 13:59:31 +0000 https://mullooly.net/?p=21394 https://mullooly.net/mam-279/21394#respond https://mullooly.net/mam-279/21394/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. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors.  They outline what the portfolio is, why “defaults” for investor portfolios aren’t ideal, and more! Show Notes ‘Bank of America Declares ‘The End of the 60-40′ Standard Portfolio’ – […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-279/21394">Is the 60/40 Portfolio Dead?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors.  They outline what the portfolio is, why “defaults” for investor portfolios aren’t ideal, In Ep. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors.  They outline what the portfolio is, why “defaults” for investor portfolios aren’t ideal, and more! Show Notes ‘Bank of America Declares ‘The End of the 60-40′ Standard Portfolio’ – […] Mullooly Asset Management clean 23:19 Let’s Talk About 403(b) Plans https://mullooly.net/mam-278/21336 Fri, 18 Oct 2019 15:16:32 +0000 https://mullooly.net/?p=21336 https://mullooly.net/mam-278/21336#respond https://mullooly.net/mam-278/21336/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. 278 of the Mullooly Asset Podcast, Tom and Tim discuss 403(b) plans and some of the unappealing sales practices that get tied along with them.  It’s important for teachers and other 403(b) participants to know the truth.  They also discuss rules of thumb when it comes to saving for retirement. Show Notes Tony […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-278/21336">Let’s Talk About 403(b) Plans</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 278 of the Mullooly Asset Podcast, Tom and Tim discuss 403(b) plans and some of the unappealing sales practices that get tied along with them.  It’s important for teachers and other 403(b) participants to know the truth. In Ep. 278 of the Mullooly Asset Podcast, Tom and Tim discuss 403(b) plans and some of the unappealing sales practices that get tied along with them.  It’s important for teachers and other 403(b) participants to know the truth.  They also discuss rules of thumb when it comes to saving for retirement. Show Notes Tony […] Mullooly Asset Management clean 25:47 Pros and Cons of Commission-Free Trading https://mullooly.net/mam-277/21184 Fri, 11 Oct 2019 15:09:25 +0000 https://mullooly.net/?p=21184 https://mullooly.net/mam-277/21184#respond https://mullooly.net/mam-277/21184/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. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too.  They also discuss an issue surrounding Social Security benefits as well. Show Notes ‘The Upside of Commission […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-277/21184">Pros and Cons of Commission-Free Trading</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too. In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too.  They also discuss an issue surrounding Social Security benefits as well. Show Notes ‘The Upside of Commission […] Mullooly Asset Management clean 25:00 Informational Edges are Extinct https://mullooly.net/mam-276/21162 Thu, 26 Sep 2019 19:40:21 +0000 https://mullooly.net/?p=21162 https://mullooly.net/mam-276/21162#respond https://mullooly.net/mam-276/21162/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. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, or happiness in retirement, to a specific portfolio balance number is a recipe towards being unsatisfied. Show Notes […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-276/21162">Informational Edges are Extinct</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, or happiness in retirement, to a specific portfolio balance number is a recipe towards being unsatisfied. Show Notes […] Mullooly Asset Management clean 28:37 Our Thoughts on Gold https://mullooly.net/mam-275/21152 Fri, 20 Sep 2019 18:47:29 +0000 https://mullooly.net/?p=21152 https://mullooly.net/mam-275/21152#respond https://mullooly.net/mam-275/21152/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>Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Brendan and Tom decided it was a good time to broadcast our feelings […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-275/21152">Our Thoughts on Gold</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Brendan and Tom decided it was a good time to broadcast our feelings […] Mullooly Asset Management clean 24:02 Do You Have a Good 401(k) Plan? https://mullooly.net/do-you-have-a-good-401k-plan/21100 Fri, 13 Sep 2019 16:20:27 +0000 https://mullooly.net/?p=21100 https://mullooly.net/do-you-have-a-good-401k-plan/21100#respond https://mullooly.net/do-you-have-a-good-401k-plan/21100/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. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show Notes ‘401(k) Investors: Avoid These 20 Mistakes’ – […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/do-you-have-a-good-401k-plan/21100">Do You Have a Good 401(k) Plan?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of ... In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show Notes ‘401(k) Investors: Avoid These 20 Mistakes’ – […] Mullooly Asset Management clean 24:21 How Hurricanes and Markets are Similar https://mullooly.net/ep-273/21085 Thu, 05 Sep 2019 18:58:50 +0000 https://mullooly.net/?p=21085 https://mullooly.net/ep-273/21085#respond https://mullooly.net/ep-273/21085/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. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit.  Sound familiar?  They also discuss what a P/E ratio means, the […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-273/21085">How Hurricanes and Markets are Similar</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit.  Sound familiar?  They also discuss what a P/E ratio means, the […] Mullooly Asset Management clean 24:36 Navigating a Down Market Before Retirement https://mullooly.net/mam-272/21073 Fri, 30 Aug 2019 15:48:59 +0000 https://mullooly.net/?p=21073 https://mullooly.net/mam-272/21073#respond https://mullooly.net/mam-272/21073/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. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, and much more! Show Notes ‘Andrew Luck’s Retirement Shows What Happens When You Don’t Fix an […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/mam-272/21073">Navigating a Down Market Before Retirement</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, and much more! Show Notes ‘Andrew Luck’s Retirement Shows What Happens When You Don’t Fix an […] Mullooly Asset Management clean 25:20 Markets Don’t Repeat Themselves, But They Often Rhyme https://mullooly.net/ep-271/21010 Thu, 22 Aug 2019 19:31:39 +0000 https://mullooly.net/?p=21010 https://mullooly.net/ep-271/21010#respond https://mullooly.net/ep-271/21010/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. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, and then go into a discussion about taking on more debt just because interest rates are low. […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-271/21010">Markets Don’t Repeat Themselves, But They Often Rhyme</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, and then go into a discussion about taking on more debt just because interest rates are low. […] Mullooly Asset Management clean 20:54 Is Now the Time to Refinance? https://mullooly.net/ep-270/14562 Fri, 16 Aug 2019 16:43:40 +0000 https://mullooly.net/?p=14562 https://mullooly.net/ep-270/14562#respond https://mullooly.net/ep-270/14562/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. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, BUT there are still a handful of variables to consider. Show […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-270/14562">Is Now the Time to Refinance?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, BUT there are still a handful of variables to consider. Show […] Mullooly Asset Management clean 21:17 You’re Allowed to Buy Lattes https://mullooly.net/ep-269/14550 Fri, 09 Aug 2019 19:04:34 +0000 https://mullooly.net/?p=14550 https://mullooly.net/ep-269/14550#respond https://mullooly.net/ep-269/14550/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. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, why buying lattes won’t kill your personal finances if other things are in order, and more! Show Notes ‘4 […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-269/14550">You’re Allowed to Buy Lattes</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, why buying lattes won’t kill your personal finances if other things are in order, and more! Show Notes ‘4 […] Mullooly Asset Management clean 28:54 Gaming the Financial Aid System https://mullooly.net/ep-268/14540 Fri, 02 Aug 2019 17:28:11 +0000 https://mullooly.net/?p=14540 https://mullooly.net/ep-268/14540#respond https://mullooly.net/ep-268/14540/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. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! Show Notes ‘Top 100 Financial Advisors of 2019’ – Investopedia ‘College Financial Aid Loophole: Wealthy Parents […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-268/14540">Gaming the Financial Aid System</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! Show Notes ‘Top 100 Financial Advisors of 2019’ – Investopedia ‘College Financial Aid Loophole: Wealthy Parents […] Mullooly Asset Management clean 29:34 Retirement Can Be Longer Than You Think https://mullooly.net/ep-267/14532 Fri, 26 Jul 2019 15:10:11 +0000 https://mullooly.net/?p=14532 https://mullooly.net/ep-267/14532#respond https://mullooly.net/ep-267/14532/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. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-267/14532">Retirement Can Be Longer Than You Think</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if... In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […] Mullooly Asset Management clean 20:50 Capital Gains are GOOD https://mullooly.net/ep-266-2/14524 Fri, 19 Jul 2019 15:09:55 +0000 https://mullooly.net/?p=14524 https://mullooly.net/ep-266-2/14524#respond https://mullooly.net/ep-266-2/14524/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. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-266-2/14524">Capital Gains are GOOD</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act. In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […] Mullooly Asset Management clean 20:00 Does Your Checking Account Pay For Your Hulu? https://mullooly.net/ep-265/14511 Thu, 11 Jul 2019 16:08:59 +0000 https://mullooly.net/?p=14511 https://mullooly.net/ep-265/14511#respond https://mullooly.net/ep-265/14511/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. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, and Costco to win your checking account business.  They also touch on why it’s still acceptable to buy […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-265/14511">Does Your Checking Account Pay For Your Hulu?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, and Costco to win your checking account business.  They also touch on why it’s still acceptable to buy […] Mullooly Asset Management clean 20:06 Don’t Go Chasing Interest Rates https://mullooly.net/ep-263-2/14499 Wed, 03 Jul 2019 15:41:57 +0000 https://mullooly.net/?p=14499 https://mullooly.net/ep-263-2/14499#respond https://mullooly.net/ep-263-2/14499/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. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch?  They also discuss certain ripple effects that could happen if certain legislation is enacted […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-263-2/14499">Don’t Go Chasing Interest Rates</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch? In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch?  They also discuss certain ripple effects that could happen if certain legislation is enacted […] Mullooly Asset Management clean 22:47 What is Regulation Best Interest? https://mullooly.net/ep-263/14486 Wed, 26 Jun 2019 18:24:54 +0000 https://mullooly.net/?p=14486 https://mullooly.net/ep-263/14486#respond https://mullooly.net/ep-263/14486/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. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-263/14486">What is Regulation Best Interest?</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […] Mullooly Asset Management clean 21:41 Lessons From Market Crashes https://mullooly.net/ep-262/14478 Wed, 19 Jun 2019 15:46:25 +0000 https://mullooly.net/?p=14478 https://mullooly.net/ep-262/14478#respond https://mullooly.net/ep-262/14478/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. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, and what the most important lessons were from each. Show Notes ‘What I Learned From […]</p> <p>The post <a rel="nofollow" href="https://mullooly.net/ep-262/14478">Lessons From Market Crashes</a> appeared first on <a rel="nofollow" href="https://mullooly.net">Mullooly Asset Management</a>.</p> In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, and what the most important lessons were from each. Show Notes ‘What I Learned From […] Mullooly Asset Management clean 26:42 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 […]</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 […] 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 […]</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 […] 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 […]</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 […] 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 […]</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 […] 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: […]</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: […] 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 […]</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 […] 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 […]</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 […] 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” […]</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” […] 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 […]</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 […] 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 […]</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 […] Mullooly Asset Management clean 25:11