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Bull Markets, Asset Allocations, Cash Cushions, & More!
Time Stamps: 2:46 - "Should I continue to contribute towards my retirement or pay off my debt in a bull market?" 8:58 - "When should I switch my very aggressive asset allocation to a moderate one?" 13:34 - "Should I invest or pay off my debt?" 17:20 - "Should I stop...
Retirement Age, Paying Tuition, Savings Accounts, & More!
Time Stamps 2:00 - "Can you receive a tax benefit for contributing towards your child's school tuition?" 5:42 - "Should I wait until I am 70 years old to retire?" 9:05 - "Should I sell my stock to pay off my mortgage?" 16:40 - "Can I use my mutual funds as a savings...
Mullooly Asset Podcast #200! – Tom’s “Black Monday” Story
In this milestone episode for the podcast, Tim talks with Tom about October 19, 1987. Tom was just a "baby-broker", as he puts it, and we get a hands-on point of view of what that dreadful day was like. Tom talks about the year leading up to the crash, some points...
Credit Card Applications, 529 Plans, Penny Stocks, & More!
Time Stamps: 1:57 - "How do I get a credit card with no current payment history?" 4:53 - "Which portfolio should I choose for my daughter's 529 plan?" 6:23 - "Is it worth investing in penny stocks?" 9:50 - "Is an irrevocable trust right for my relative that recently...
Saving For a Home, Nearing Retirement, & Index Funds
Time Stamps: 2:57 - “Should I lower my contributions to my 401(k) as I near retirement?” 8:25 - “How do I choose a good index fund to invest in and where should I buy one?” 11:57 - “Should I start investing in a Roth IRA at 70 years old?” 15:03 - “Can I continue to...
Paying Off Debt, Investing Strategies, & the Power of the Internet
Time Stamps: 2:15 - "How should I invest and save right out of college?" 7:16 - "Why is paying off debt always the biggest priority to advisors?" 11:15 - "Which investment strategy should I follow through on?" 17:17 - "What do I do with excess credit cards that I...
Required Minimum Distributions, Selling Bonds, & Old 401(k)’s
Time Stamps: 1:08 - "Can I defer a required minimum distribution to next year?" 3:28 - "When should you sell a bond?" 8:13 - "What is the impact of the tax deductible nature of a home equity line of credit?" 10:57 - "What can I do with a recovered 401K from a previous...
The Millennial Episode
Mullooly Asset Podcast #195 Time Stamps: 2:27 - "What are some general tips for stocks and investing?" 5:53 - "Is it a bad time to invest in equities?" 12:02 - "How do I invest with minimal net worth?" 17:46 - "Should I rollover my 401K from my previous employer?"...
Co-Signing Loans, Moving to Cash, Municipal Bonds & More!
Mullooly Asset Podcast #194 Time Stamps: 2:33 - “what does it mean when you move your investments to cash?” 4:34 - “why do municipal bond funds all seem to lose money for their customers?” 11:28 - “how much do I have to pay in taxes when transferring to a Roth IRA?”...
Retirement Accounts, Credit Scores, & Home Equity Loans – MAM Podcast 193
Time Stamps: 1:42 - "Should I withdraw from my retirement accounts?" 6:25 - "How will buying or leasing a car affect my ability to get a mortgage?" 11:40 - "Should we use our 401K funds to pay off a home equity loan?" 16:33 - "Should I use my traditional IRA to pay...
MAM 192: Tim & Tom Answer Your Questions
Time Stamps: 1:21 - “What’s a reasonable suggestion for a company 401K match amount?” 2:58 - “How can I receive distributions from a mutual fund loss?” 10:21 - "Where can I put excess cash so that it can grow and remain accessible?” 17:51 - “When am I charged for an...
MAM 191: Tim & Tom Take Your Questions
Time Stamps: 1:25 - "Will I have to pay back a 401(k) loan with post-tax dollars?" 5:00 - "How cautious should I be of retiring when I still have substantial debt on my plate?" 8:45 - "Is it better to hold a REIT in a taxable account or a Roth IRA?" 11:40 - "What...
MAM 190: Financial Questions with Tim & Tom
Time stamps: 1:10 - "How wary should I be of 401(k) fees through my company's plan?" 4:50 - "How should I invest a large sum of my savings towards my kids future expenses?" 7:28 - "Is now a good time to put money into a Roth IRA?" 13:20 - "Should I max out my Roth IRA...
MAM 189: Tim & Tom Answer Your Questions
Time stamps: 2:00 - "Which bond ETF should I invest in?" 6:00 - "How can I recover from losses in my IRA?" 9:25 - "Where should we invest a profit sharing distribution to minimize the taxes?" 11:50 - "Should I start managing my own retirement account?" 14:45 - "Can I...
MAM 188: Tim & Tom’s Mailbag Questions
Mullooly Asset Podcast #188 - Tim & Tom's Mailbag Questions - Transcript Tom Mullooly: Welcome back to the podcast. This is episode number 188. 188 podcasts. That's pretty good. Tim Mullooly: That's a lot. Tom Mullooly: Yeah. I'm Tom Mullooly. Tim Mullooly: And...
MAM 187: Tim & Tom Answer Investopedia Questions
Mullooly Asset Podcast #187: Tim & Tom Answer Investopedia Questions - Transcript Tim: Welcome back to the podcast. This is episode number 187. Today we're going to do something a little different. This is Tim. I'm here with Tom. Tom Mullooly: Hello, everyone....
MAM 186: Tim & Tom Talk Everything ETF’s
MAM 186: Tim & Tom Talk Everything ETF's - Transcript Tom Mullooly : Welcome to episode 186. That's episode 1 8 6 of the Mullooly Asset Management podcast. This is Tom Mullooly. I'm here with Tim. Tim: Hey, everybody. Tom Mullooly : We want to talk about a topic...
MAM 185: Angelo Fiouris of Altice Media
Our guest for this episode of the podcast was Angelo Fiouris. Angelo works for Altice Media, but people in the New Jersey area probably know the company better as Cablevision. Angelo talks with Tom about the ever-changing industry of advertising on cable television,...
MAM 184: Tim & Tom Talk DOL Fiduciary Rule
MAM 184: Tim & Tom Talk DOL Fiduciary Rule Transcript Tom: Welcome to the Mullooly Asset Management podcast. This is Tom Mullooly, and I'm joined by Tim Mullooly. Tim: Hey everybody. Tom: This is episode 184. Tim: 184. Tom: I almost said 185....
MAM 182 – Will There Be People Involved? – Our Interview with Drew Anlas
Our guest on this podcast episode was Drew Anlas. Drew works for NJ Lenders, a mortgage banking company here in New Jersey. Drew has been a mortgage banker for 34 years now, and has a keen eye for the way things should be in the business. Drew is most definitely a...