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The Difference Between ‘Fee-Only’ and ‘Fee-Based’
https://tpmullooly.wistia.com/medias/491hvaw0es?embedType=async&videoFoam=true&videoWidth=0 Time Stamp 0:56 - "What does it mean if my advisor is dual registered?" The Difference Between 'Fee-Only' and 'Fee-Based' - Transcript Tom Mullooly: In episode 89, we...
Do Mom & Dad Need Help With Their Finances?
? Time Stamp 1:03 - "My parents are getting older. Is now a good time to step in and help them with their finances?" Show Notes 'When To Step In and Take Over an Older Parent's Finances' - The Wall Street Journal 'Managing Someone Else's Money' - Consumer Financial...
The Retirement Savings Crisis: Is It Real?
? Show Notes 'The Cost of Waiting' - Michael Batnick - The Irrelevant Investor 'Is There Really a Retirement-Savings Crisis?' - Anne Tergesen - The Wall Street Journal 'Is There Really a Retirement-Savings Crisis in the US?' - Jason J. Fichtner - The Hill The...
Myth Busting: Individual Bonds
? Time Stamp 0:35 - "With interest rates rising, I've heard owning individual bonds is safer than owning bond funds. Is this true?" Myth Busting: Individual Bonds - Transcript Brendan Mullooly: On episode 86, we're going to talk about bond funds versus individual...
4 Things to Do With Your Tax Refund
? Time Stamp 0:35 - "What should I do with my tax refund?" 4 Things to Do With Your Tax Refund - Transcript Tim Mullooly: In episode 85, we're going to talk about your tax refund. How's it going, everybody? This is Tim Mullooly. Welcome to the Mullooly Asset Show....
How Much Are YOU Paying In Fees?
? Time Stamp 0:54 - 'How much am I really paying in fees for my investments?' How Much Are YOU Paying In Fees? - Transcript Tom Mullooly: In episode 84, we're going to break down the math behind your investments. Welcome to the Mullooly Asset Show. I'm your host, Tom...
The Problem With Single Stock Positions
? Show Notes The Irrelevant Investor - Michael Batnick's Blog Ritholtz Wealth Management Company Website The Problem With Single Stock Positions - Transcript Tom Mullooly: In Episode 83, we talked about the risks of holding individual stock positions. Welcome to the...
Is It Time To Refinance Your Mortgage?
? Time Stamp 1:00 - "I've been thinking about refinancing my mortgage. Is now a good time?" Show Notes 'LIBOR's Rise Accelerates, Squeezing Short-Term Borrowers' - The Wall Street Journal Is It Time To Refinance Your Mortgage? - Transcript Tom Mullooly: In episode...
Take the Emotions Out of Investing
? Time Stamp: 0:33 - So I have this stock that I inherited from my dad, and I'm not sure if it's a fit in my portfolio anymore. It hasn't been keeping up in the last couple of years, but I'm kind of attached to it. What should I do? Show Notes 'Cutting the Fan...
What is a Stretch IRA?
? Show Notes Stretch IRA - Investopedia Inherited IRA - Investopedia What is a Stretch IRA? - Transcript Tom Mullooly: In Episode 80, we're going to cover what happens if you're the beneficiary of a retirement account. Welcome to the Mullooly Asset Show. I'm your...
The Return of Volatility
? Time Stamp: 0:35 - "What happened to the market in February? That was pretty crazy." The Return of Volatility - Transcript Tim Mullooly: In episode 79 we're going to be talking about the return of volatility. Welcome to the Mullooly Asset show, I'm your host for...
Financial Planning for the Younger Generation
? Show Notes 'All About Your Benjamins the Podcast Ep. 007: Foundations of Financial Planning with Tim Mullooly' 'Starting Your Financial Plan' - Mullooly Asset Management Time Stamps 0:34 - "What are the important points of a financial plan to focus on as a young...
How Leverage Can Get You In Trouble
? Time Stamp: 0:51 - "My friend's been telling me about this leveraged ETF that he owns. Do you know anything about leveraged investment products?" How Leverage Can Get You In Trouble - Transcript Tom Mullooly: In episode 77 we're going to talk about one of the...
Don’t Be A Performance Chaser
? Time Stamps: 0:53 - 'I've been a conservative investor, but the market seems to be doing really well. Should I be doing something else?' Don't Be A Performance Chaser - Transcript Tom Mullooly: In episode 76, we have a word of advice for performance...
Introducing ‘Living With Money’
? Show Notes 'Living With Money' Introducing 'Living With Money' - Transcript Tim Mullooly: In episode 75, we're going to be talking about Living With Money. Welcome to the Mullooly Asset Show. I'm your host for today, Tim Mullooly. No question today. We're actually...
Know How Your Advisor Gets Paid
? Show Notes: 'Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products' - WSJ (Paywall) Know How Your Advisor Gets Paid - Transcript Tom Mullooly: In Episode 74, we're going to talk about the importance of knowing how your advisor gets paid....
Our 2018 Market Outlook
? Time Stamp: 0:35 - "What's your market outlook for 2018?" Our 2018 Market Outlook - Transcript Tim: In episode 73 we're going to talk about market outlooks and the predicting business. Welcome to the Mullooly Asset show. I'm your host for today, Tim Mullooly. Let's...
The Rule of 72
? The Rule of 72 - Transcript Tom Mullooly: In episode 72 we're going to talk about doubling your money. Welcome to the Mullooly Asset Show. I'm your host Tom Mullooly, and this is episode 72. We scrapped our typical format and we just wanted to talk about something...
The Importance of Bonds in Your Account
? Time Stamp: 0:58 - "With the stock market going up, do I really need bonds in my account?" The Importance of Bonds in Your Account - Transcript Tom Mullooly: In episode 71 we talk about the importance of bonds in your account. Welcome to the Mullooly Asset Show. I'm...
Should You Invest Your Emergency Fund?
? Time Stamps: 0:33 - "I have this money in the bank for emergencies, but it's earning nothing, and I see the stock market going up every day. Should I be investing this?" Should You Invest Your Emergency Fund? - Transcript Tim Mullooly: In episode 70, we're going to...