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Get the latest resources on money topics that matter.
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...
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...
New Jersey Estate Taxes
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...
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...
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,...
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...
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...
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....
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...
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...
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...
What Have Interest Rates Been Doing Lately?
? Show Notes What Have Interest Rates Been Doing Lately? - Transcript Tom Mullooly: In episode 109, we're going to talk about interest rates and what they've been doing lately. Welcome to the Mullooly Asset show. I'm your host, Tom Mullooly, and this is episode number...
Don’t Just Read the Headlines – Here’s Why!
? Show Notes 'Student Loan Forgiveness Program Rejects 99% of Applicants' - Zack Friedman - Forbes Don't Just Read the Headlines - Here's Why! - Transcript Tom Mullooly: In episode 108, we're going to talk about ways that the media could possibly trick you into making...
What Really Caused the Great Financial Crisis?
? Show Notes Helene Meisler - Twitter Account Mullooly Asset Show: Ep. 107 - Transcript Tom Mullooly: In episode 107, we're going to talk about one of the early triggers for the great financial collapse. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly....
How Much Should You Expect to Spend in Retirement?
? Show Notes 'How Much Money Will You Really Spend in Retirement? Probably A Lot More Than You Think' - Dan Ariely, Aline Holzwarth - WSJ 'Predictably Irrational' - Dan Ariely How Much Should You Expect to Spend in Retirement? - Transcript Tom Mullooly: In episode...
The New Tax Credit for Parents
? Show Notes 'Sweet Child of Mine: Tax Credits for Parents' - Turbo Tax The New Tax Credit for Parents - Transcript Tom Mullooly: In episode 105 we talk about how the government's going to help you if you have kids. Welcome to the Mullooly Asset Show, I'm your host...
Be Sure to Have a Will
? Show Notes 'Like Prince, Aretha Franklin Died Without a Will. Why You Should Have One' - Robert W. Wood - Forbes Be Sure to Have a Will - Transcript Tom Mullooly: Here's how to make a lawyer happy: Get a will. Welcome to the Mullooly Show. I am your host Tom...
Should Retirees Pay Off Their Mortgages?
? Show Notes 'When Retirees Should Not Pay Off Their Mortgages' - Robyn A. Friedman - The Wall Street Journal Should Retirees Pay Off Their Mortgages? - Transcript Tom Mullooly: Should you pay off your mortgage? This is what we're going to talk about in Episode 103....
Why This Generation May Not Be Ready For Retirement
? Why This Generation May Not Be Ready For Retirement - Transcript Tom Mullooly: Hey. In Episode 102, we're going to take a look at some numbers. Welcome to the Mullooly Asset show. I'm your host, Tom Mullooly, and this is Episode number 102. Hey, question for you....
The Psychology of Life & Money
? Show Notes Living With Money - Podcast Website Living With Money - Stitcher Living With Money - iTunes The Psychology of Life & Money - Transcript Tim Mullooly: In episode 101, we're going to talk about the most important thing, your happiness. Welcome to the...
