Financial video library

In Ep. 149 of the Mullooly Asset Show, Tom talks about the student loan crisis.  There's a few important points to consider BEFORE entering into these loans, both from the student's perspective AND the parent's perspective as well. ? Show Notes 'Parents are Largely to...

In Ep. 148 of the Mullooly Asset Show, Tom talks about how to help your waistline AND your budget.  The average American spends over $3,400 a year eating out instead of making food at home.  This is hurting not only your budget but most likely your diet as well. ?...

In Ep. 147 of the Mullooly Asset Show, Tom tells the tale of Bobby Bonilla and his contract deferment with the New York Mets.  It's a perfect example of the powers of how compound interest can work for you (Bonilla) AND against you (the Mets). ? Show Notes 'Bobby...

In Ep. 146 of the Mullooly Asset Show, Tom talks about capital gains taxes and what it would mean to tie them to inflation.  It would certainly change the amount of taxes that people would have to pay, but is it a good idea?  Find out more in the video! ? Show Notes...

In Ep. 145 of the Mullooly Asset Show, Tom talks about "egg noodles and ketchup" from the movie Goodfellas, and how in 2019 it's essentially impossible to pull a fast one on the IRS.  Things have changed drastically over the last few decades, and today everything is...

In Ep. 144 of the Mullooly Asset Show, Tom talks about the difference between fee-only and fee-based advisors.  Although the names sound very similar, they couldn't be more different! ? Show Notes 'Fee-Only vs. Commission Financial Advisor: How They're Different' -...

In Ep. 143 of the Mullooly Asset Show, Tom asks six money questions that a majority of college students got wrong.  Some of the questions were a bit tricky, but can YOU answer all of them before Tom gives the answer? ? Show Notes 'More Than Half of College Students...

In Ep. 142 of the Mullooly Asset Show, Tom talks about the differences between Roth 401(k)'s and traditional 401(k)'s.  There's one key element that separates the two! ? Show Notes 'Wow, Did We Get a Lot of Questions About the Roth 401(k)?' - The Wall Street Journal...

? Show Notes 'The Three Phases of an Investor's Life' - Josh Brown - The Reformed Broker How Advisors Help Investors in Different Life Phases - Transcript Tim Mullooly: In episode 141 we're going to talk about the three phases of an investor's life. Stick around....

In Ep. 140 of the Mullooly Asset Show, Tom talks about some great new technological changes at TD Ameritrade.  Using the Advisor Client app, clients can log in, view their accounts, and even deposit money right into their account by taking a picture of the check! ?...

In Ep. 139 of the Mullooly Asset Show, Tom talks about a few things that have been going on in the office the last few weeks.  We talk about the importance of having ONE executor on an estate, updating beneficiaries, and knowing your numbers for retirement. ? Estates...

In Ep. 138 of the Mullooly Asset Show, Tom talks about a few articles that outline why there's been a decline in people planning vacations this year.  Some people use their tax refunds to fund their vacations, and with smaller refunds can't afford it.  Others have...

In Ep. 137 of the Mullooly Asset Show, Tom talks about a new piece of legislation in New Jersey that would impose a fiduciary standard of care for all broker-dealers, agents, investment advisors, and investment advisor representatives.  What does this mean for you? ...

In Ep. 136 of the Mullooly Asset Show, Tim talks about a recent CNBC article that outlines how people say they'd spend a $5,000 bonus.  However, the reality is people often don't do what they say they will.  Tim outlines the importance of prudently utilizing a bonus...

In Ep. 135 of the Mullooly Asset Show, Tom talks about a few occasions when it's okay to tap into your emergency fund.  There aren't MANY instances, but some occasions would be acceptable. ? Show Notes '6 Reasons to Tap Your Emergency Fund' - Karen Wallace -...

In Ep. 134 of the Mullooly Asset Show, Tom talks about why it's important to ALWAYS read your mail from your advisors.  Whether it is a statement, invoice, or any other type of correspondence, READ IT. ? The Pitfalls of Not Reading Your Mail - Transcript Tom Mullooly:...

? Show Notes 'How Secure is Employment at Older Ages?' - Urban Institute  'How Today's Retirees are Financial Fairing in Retirement' - TransAmerica 'If You Plan on Retiring Soon, Take a Test Drive' - The Wall Street Journal What NOT To Do In Retirement - Transcript...

In Ep. 132 of the Mullooly Asset Show, Tom talks about a topic some advisors take for granted.  He breaks down the steps involved in rolling over a former workplace retirement account like a 401(k), 403(b), or 457 deferred compensation account.  This is something...

A phrase we hear often in the office is "I'll let my accountant figure that out".  In the past, accountants could potentially find unique ways for clients increase their write-offs and other taxable events.  That is almost entirely a thing of the past now-a-days. ...

In Ep. 130 of the Mullooly Asset Show, Tom talks about how the world of buying and selling a home is changing...drastically!  Companies like Zillow are starting to dip their toes in the water of buying and selling homes, and it is shifting the industry. ? Show Notes...