Financial video library
Get the latest resources on money topics that matter.
How Millennials are Buying Homes
? Show Notes 'The Alarming Way One Out of Three Millennials Get Money to Buy a Home' - CNBC How Millennials are Buying Homes - Transcript Tom Mullooly: It's finally here, episode 100. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly. Welcome to episode...
The New Kiddie Tax
? Show Notes 0:55 - "What's all this talk about a new Kiddie Tax?' 'The Winners and Losers from the New 'Kiddie Tax'' - Laura Saunders - The Wall Street Journal The New Kiddie Tax - Transcript Tom Mullooly: In episode 99, we talk about kids and taxes. Welcome to the...
The World of Annuities
In Episode 98 of the Mullooly Asset Show, Tom talks about the wide world of annuities. Annuities are sometimes the topic of confusion for a lot of clients, and many don't understand the different types of annuities, and what kind of value they could provide given the...
Taking a Loan from Your Workplace Retirement Plan
? Taking a Loan from Your Workplace Retirement Plan - Transcript Tom Mullooly: In episode 97 we talk about taking loans from your retirement plan. Welcome to the Mullooly Asset Show, I'm your host Tom Mullooly and this episode number 97. We got a call from an old...
The Thing About Junk Bonds
? Show Notes 'Junk Debt is Outdoing its Peers' - The Wall Street Journal The Thing About Junk Bonds - Transcript Tim Mullooly: In episode 96, we're going to talk about junk bonds. Welcome to the Mullooly Asset Show. I'm your host for today, Tim Mullooly. This is...
How $39 Billion of Stock Trades in One Second
? Show Notes 'Why $39 Billion of Stock Traded in One Second on Friday' - Wall Street Journal 'Acclaimed Fund Manager's Latest Target: Hidden Costs of Indexing' - Wall Street Journal How $39 Billion of Stock Trades in One Second - Transcript Tom Mullooly: In episode 95...
Student Loans: When to Start Paying Them Off
? Show Notes 'Start Paying Off Your Student Loans As Soon As Possible, Even Before Graduation' - Carmen Reinicke - CNBC 'Time Not to Freak Out About Debt Again' - The Fat Pitch Student Loan Hero: Calculators and Tools to Pay Off Student Loans Student Loans: When to...
What to Do After Winning the Lottery
? Show Notes '$1 Million Lottery Winner Picks Up Check in Emoji Mask' - CNBC 'Peer Pressure' - Justin Castelli - All About Your Benjamins What to Do After Winning the Lottery - Transcript Tim Mullooly: On episode 93, we're going to talk about winning the lottery....
The Financial Crisis: 10 Years Later
? Show Notes 'A Decade Later, U.S. Stocks Behave Like Lehman Never Happened' - The Wall Street Journal The Financial Crisis: 10 Years Later - Transcript Tom Mullooly: On the second take for episode 92, we're going to talk about time horizons and you. Welcome to the...
The ‘Good’ Answer vs. The RIGHT Answer
? The 'Good' Answer vs. The RIGHT Answer - Transcript Tom Mullooly: In Episode 91, we talk about what's better or what's best, well, for you, that is. Welcome to the Mullooly Asset Show. I'm your host, Tom Mullooly, and this is Episode number 91. We get questions lot...
Please Don’t Compare Financial Situations
? Show Notes 'This Stunning Figure Reveals the Extent of Americans' Financial Woes' - Quentin Fottrell - New York Post 'Money Milestones: This is How Your Finances Should Look in Your 30's' - Alessandra Malito - MarketWatch '13 Simple Money Moves You Should Make...
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...
