Financial video library

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...

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 -...