Videos

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Videos

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Financial Video Library

What Does Per Stirpes Mean?

In Ep. 158 of the Mullooly Asset Show, Tom talks about the term 'per stirpes' and what it means to you.  When it comes to beneficiaries and estate planning, every little detail matters! ? What Does Per Stirpes Mean? - Transcript Tom Mullooly: In episode 158 we're...

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Questions to Ask Your New Advisor

In Ep. 157 of the Mullooly Asset Show Tom shares a handful of very useful questions to ask an advisor when you begin working with them.  Hopefully these questions get answered in the initial meeting or two, but if not - don't be afraid to ask! ?? 'The Most Important...

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How to Find a Good Accountant

In Ep. 156 of the Mullooly Asset Show, Tom tells the viewers how to find a good accountant, and also how to make the MOST out of your current accountant! ? Show Notes 'How to Get Tax Breaks When You Support Your Parents' - MarketWatch How to Find a Good Accountant -...

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Beware of Student Loan Scams

In Ep. 155 of the Mullooly Asset Show, Tom sheds some light on the potential scams out there with these student debt relief programs.  There are a few warning signs to look out for when researching some of these companies, and we spell it out for you in this episode!...

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Simple is Better

In Ep. 154 of the Mullooly Asset Show, Tom talks about whether you're upgrading your internet speeds or getting the "latest and greatest" investment product, keeping it simple is probably the better choice. Sure, all the bells and whistles seem nice, but it also...
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Reading Headlines Can Lead to Mistakes

In Ep. 153 of the Mullooly Asset Show, Tom talks about how searching for reasons why the market moves up and down each day can lead to misleading headlines in the media. Every time you visit a financial website you'll find articles saying how one thing is good...
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5 Mistakes Retirees Make

In Ep. 151 of the Mullooly Asset Show, Tom talks about some important mistakes that retirees seem to be making.  Whether it is investing too conservatively, or overspending their retirement budget on unplanned things, these five points are things to avoid in retirement.
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When Safe Deposit Boxes Aren’t So Safe

? Show Notes 'Don't Put Your Valuables in the Bank' - Bloomberg 'Safe Deposit Boxes Aren't Safe' - The New York Times When Safe Deposit Boxes Aren't So Safe - Transcript Tom Mullooly: In episode number 150 we’re going to talk about when a safe deposit box isn’t so...

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