Financial video library

When it comes to life insurance policies, does a will supersede a beneficiary?  This is a question we deal with a lot here in the office, so tune in to Ep. 170 of the Mullooly Asset Show to find out the answer! ? Show Notes 'Your Life Insurance Beneficiary Determines...

In Ep. 169 of the Mullooly Asset Show, Tom clears up some commonly heard myths about Social Security.  Social Security can be a confusing topic for many people, so be sure to tune in to this week's episode! ? Social Security Myths - Transcript Tom Mullooly: Hey. We're...

In Ep. 168 of the Mullooly Asset Show, Tom talks about some very costly mistakes that people make when going through a divorce.  Going through a divorce is hard enough, don't make it more difficult by making easy-to-avoid financial mistakes! ? Show Notes 'Divorce,...

In Ep. 167 of the Mullooly Asset Show, Tom addresses the new rumors of Charles Schwab purchasing TD Ameritrade, and what brokerage firms merging should mean to the end client.  It's a person-to-person business, and your relationship with your advisor shouldn't change!...

In Ep. 166 of the Mullooly Asset Show, Tom shares 10 scary retirement statistics from a Think Advisor post, and talks about why these stats are so scary for people in or nearing retirement.  If you're closing in on retirement, listen up! ? Show Notes '10 Scariest...

In Ep. 165 of the Mullooly Asset Show, Tom looks at the differences between HELOCs and personal loans, the merits of using each of them, and the underlying problem behind using these types of loans. ? Show Notes 'HELOCs are So 2007, Americans Aren't Using Homes as...

In Ep. 164 of the Mullooly Asset Show, Tom talks about why it's important to stay positive and not beat yourself up about your finances.  If you have a financial plan, save for retirement, and do the right things each month - you're better off than most people out...

In Ep. 163 of the Mullooly Asset Show, Tom explains the important difference between 12-month rolling returns, and year-to-date returns.  In a market environment like what we've had through the last 2 years, knowing how to measure your returns is especially important....

In Ep. 162 of the Mullooly Asset Show, Tom talks about how interest rates have fallen pretty much across the board: except with credit cards!  Here's why it's important to get your financial house in order NOW! ? Show Notes 'Interest Rates are Falling - But Your...

In Ep. 160 of the Mullooly Asset Show, Tom talks about the disaster that is the WeWork initial public offering (IPO).  He warns the viewers of a few lesson to be learned here, and how the approach more hot IPO's that will come in the future. ? Show Notes 'WeWork Still...

In Ep. 159 of the Mullooly Asset Show, Tom talks about headlines in the financial media.  Often times the headlines of folks who "saved $100,000 in 2 years" aren't entirely true, and are just designed to make you feel bad about your own savings and buy into whatever...

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...

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...

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 -...

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!...

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…

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…

In Ep. 152 of the Mullooly Asset Show, Tom talks about some pieces of advice from a bankruptcy court judge. The judge outlined four ways for people to stay OUT of bankruptcy court. If you don’t want to end up in bankruptcy court…

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.

? 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...