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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...

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...

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...

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...

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...

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...

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...

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...

A Loan From A 401k is Not an Investment In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a loan from a 401k, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo...

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...

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...

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...

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...

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...

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...

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...

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...

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...

In Ep. 243 of the Mullooly Asset Podcast, Brendan and Tim dive into a handful of articles from this week.  They touch on the difference between broker-sold and direct-sold 529 plans and how the latter benefits participants, the reasons against "permanent" life...

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...