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Get the latest resources on money topics that matter. 

5 ‘Tricks’ for Better Investing

In Ep. 129 of the Mullooly Asset Show, Tom talks about an article from Barron's that offers "tricks" to become better investors.  It's sometimes cringe-worthy when you read about "tricks" or "magic" investing, but we break down the different pieces of information...

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Budgeting 101: Spend Less Than You Make

? Show Notes '2018 Baseline Survey Results' - U.S. Financial Health Pulse Budgeting 101: Spend Less Than You Make - Transcript Tom Mullooly: In episode 128, we have some interesting survey numbers that we want to share with you. Stick around. Welcome to the Mullooly...

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Advertising Rules for Advisors

? Show Notes 'The Investment Adviser Advertising Rule' - Laura Anthony, Esq. - Lawcast Advertising Rules for Advisors - Transcript Tom Mullooly: In episode 126 we're going to talk about testimonials and advertising. Stick around. Welcome to the Mullooly Asset Show....

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The Legend of Jack Bogle

? Show Notes The Greatest Investors: John (Jack) Bogle - Investopedia The Legend of Jack Bogle - Transcript Tom Mullooly: In Episode 125, we're going to spend a few minutes talking about Jack Bogle and Vanguard Group. Stick around. Welcome to the Mullooly Asset Show....

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The Wide World of 529 Plans

? Show Notes '529 Accounts: What Happens When Your Child Doesn't Go To College?' - Charles Schwab 'What is the Penalty for Early Withdrawal From 529 Plans?' - The Motley Fool 'Why Are So Few Using 529s?' - Blair duQuesnay - The Belle Curve The Wide World of 529 Plans...

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A Postmortem for Sears

? Show Notes 'Who Killed Sears? 50 Years on the Road to Ruin' - Investopedia A Postmortem for Sears - Transcript Tom Mullooly: In episode 123, we're going to do a postmortem on Sears Roebuck. Stick around. Welcome to the Mullooly Asset show. I'm your host, Tom...

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Getting a Retro Pay Check

In Ep. 121 of the Mullooly Asset Show, Tom talks about what to do with a retro check at work.  He breaks down the pros and cons of different ways to utilize this check, and debunks a few myths that have been swirling recently.  Enjoy! ? Getting a Retro Pay Check -...

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Target Date Funds

? Show Notes 'A Big Mistake Target-Date Investors Make' - The Wall Street Journal Target Date Funds - Transcript Tom Mullooly: In episode 120, we're going to talk about target date funds. Welcome to The Mullooly Asset Show. I'm your host, Tom Mullooly, and this is...

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Know What You Own

? Show Notes 'Preferred Stocks Beckon if Interest Rates Behave' - The Wall Street Journal Know What You Own - Transcript Tom Mullooly: In episode 119, we get a reminder to know what you own. Welcome to The Mullooly Assets Show. I'm your host Tom Mullooly, and this is...

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New Jersey Estate Taxes

? Show Notes 'The Repeal of the New Jersey Estate Tax' - TIAA New Jersey Estate Taxes - Transcript Tom Mullooly: In episode 118, we're going to talk a little bit about state estate taxes. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly, and this is...

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Gift Taxes: Part II

? Show Notes 'Ep. 116 - Gift Taxes: The Basics' - Mullooly Asset Show Gift Taxes: Part II - Transcript Tom Mullooly: In episode 117 we continue our talk, or discussion, on gift taxes and gift tax returns. Welcome to the Mullooly Asset Show. I'm your host, Tom...

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Gift Taxes: The Basics

? Show Notes '2018 Gift Tax Rates | What Are They? | Who Pays?' - Tina Orem - NerdWallet Gift Taxes: The Basics - Transcript Tom Mullooly: In episode 116, we want to cover making gifts and gift taxes. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly,...

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Will You Owe Federal Estate Taxes?

? Show Notes 'IRS Announces 2018 Estate and Gift Tax Limits: $11.2 Million' - Forbes Will You Owe Federal Estate Taxes? - Transcript Tom Mullooly: In episode 115, we're going to talk about how much you're going to owe in federal estate taxes. Welcome to the Mullooly...

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Required Minimum Distributions: The Basics

In Ep. 114 of the Mullooly Asset Show, Tom talks about the required minimum distributions for retirement accounts.  If you're not familiar with the term, look no further!  We break down the basics of what you need to know. ? Required Minimum Distributions: The Basics...

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The Truth About Dividends

? Show Notes 'GE Just Cut Its Dividend to a Penny to Prop Up Balance Sheet' - Barron's The Truth About Dividends - Transcript Tom Mullooly: In episode 113 of the Mullooly Asset Management show, we're going to talk about dividends. Welcome to the Mullooly Asset Show....

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Why is October So Volatile?

? Show Notes Sell in May and Go Away - Investopedia Why is October So Volatile? - Transcript Tom Mullooly: In episode 112, we're going to talk about 'Sell in May and Go Away'. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly, and this is episode number...

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The Definition of Long-Term Investing

? Show Notes Clifford Asness - Twitter Jason Zweig - Twitter Mullooly Asset Management - Twitter The Definition of Long-Term Investing - Transcript Tom Mullooly: In episode 111 of the Mullooly Asset Management Show, we're going to address, what's the definition of...

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Universal Life Insurance: How it Backfired

? Show Notes 'Universal Life Insurance, a 1980's Sensation, Has Backfired' - Leslie Scism - The Wall Street Journal Universal Life Insurance: How it Backfired - Transcript Tom Mullooly: In Episode 110, we're going to talk about that ticking time bomb called Universal...

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