Financial video library

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...

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...

? 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...

? Show Notes 'The Dumb Money is Finally Starting to Smarten Up' - Bloomberg What is "Smart Money" and "Dumb Money"? - Transcript Tom Mullooly: In episode 127 we're going to find out that we're actually the dumb money. Did you know that? Stick around. Welcome to the...

? 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....

? 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....

? 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...

? 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...

In Ep. 122 of the Mullooly Asset Show, Tom breaks down what happened to the stock market in December of 2018.  It's no surprise the market went down, and went down QUICKLY, but Tom breaks down what factored into the sell-off and where to go from here. ? What Happened...

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 -...

? 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...

? 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...

? 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...

? 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...

? 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,...