Mullooly Asset Show Episode 4 Welcome to the Mullooly Asset Show, Episode 4: Managing Expectations, stopping 401k contributions and the job of an Investment Advisor Timestamps: 1:08 – Managing Expectations 5:07 – Should I stop contributing to my 401(k)? 7:35 – Market outlook & the job of an Investment Advisor Here is the link for… [Read More] Mullooly Asset Show Episode 4
Personalized Retirement Account Advice Individuals are more likely to pay for an oil change than they are for personalized advice on their workplace retirement account. Don’t believe it? According to a recent Charles Schwab survey, it’s true. Although 87% of those surveyed stated that a 401k was a “crucial benefit”, only 24% said they were likely… [Read More] Getting Personalized Retirement Account Advice
For many investors, their workplace retirement account is the largest nest egg they’ll accumulate. Whether your option is a 401k, 403b, or 457, recently the message has become loud and clear: tax-deferred savings are something to take advantage of. If you’re contributing to your retirement account at work, good stuff. Now onto the next hurdle: how much should you be contributing?… [Read More] Don’t Trust Your 401k’s Default Contribution Rate
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Group_Annuity_Policies_An_Expensive_Way_to_Invest_May_2015_Podcast.mp3Subscribe: Android | RSSAt Mullooly Asset Management, we help a lot of individuals manage their retirement accounts at work. The type of retirement account doesn’t matter (401k, 403b, or 457), we advise individuals on how to allocate their retirement savings within these plans. Sometimes, we review a client’s employer sponsored plan and it seems to be… [Read More] Group Annuity Products: An Expensive Way to Invest
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Roth_IRA_or_Roth_401k_April_2015_Podcast.mp3Subscribe: Android | RSSHere at Mullooly Asset Management, we help a lot of individuals manage their retirement accounts at work. In doing so, we’ve taken a look at countless 401k’s, 457’s and 403b’s. Within many of these employer sponsored plans, a Roth option is offered. I’ve noticed some confusion between these Roth 401k’s (or Roth… [Read More] Roth IRA or Roth 401k?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Maybe_You_Shouldn_t_Be_Maxing_Out_Your_401k_Yet_March_2015_Podcast.mp3Subscribe: Android | RSSIt may not always be appropriate to max out your 401k contributions. That’s right, Tom and I make the case for not maxing out your 401k contributions on this week’s Mullooly Asset Management podcast. Probably not what you were expecting to hear, right? Let me preface this post by saying that most… [Read More] Maybe You Shouldn’t Be Maxing Out Your 401k (Yet)