Financial video library

Get the latest resources on money topics that matter. 

401k Plan Changes?  Episode 360

401k Plan Changes? Episode 360

401k Plan Changes?  Episode 360 In this video, Tom discusses significant 401k plan changes are coming (soon!) to one of the oldest and largest  401k plans in the United States. Recently (early November), IBM announced they were no longer making employer matching...

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How To Calculate Your RMD, part 2

How To Calculate Your RMD, part 2

Calculate Your RMD, part II How to calculate your RMD, part II: in this video #357, Tom walks through a specific example of calculating a first year Required Minimum Distribution, or RMD. You'll need the values (as of 12/31 the year before) and also need the "life...

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Government Budget Mess: Lessons For Us

Government Budget Mess: Lessons For Us

Government Budget Mess: Lessons For Us Last week (September 30, 2023) , we endured another government budget mess, and we narrowly avoided another US Government shutdown. We've lost count: how many shutdowns have we narrowly avoided now? But there ARE some takeaways...

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Taking Money Out of Your Investment Account

Taking Money Out of Your Investment Account

Taking money out of your investment account can be more complex than you might think. In this week's video, Casey walks you through the different factors that should be considered. Taking money out of the wrong place could cause a penalty or generate serious tax...

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Splitting Investments During Divorce

Splitting Investments During Divorce

Things didn't work out with your spouse, and now you need to figure out how to split your investments during divorce. Casey has got you covered in this week's video. He explains what happens to joint brokerage accounts, cost basis information (which affects taxes),...

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Should You Pay Down Debt or Save More Money?

Should You Pay Down Debt or Save More Money?

Is it better to aggressively pay down debt or just make the minimum payments and save/invest your money instead? This personal finance topic is constantly debated. There's no one size fits all because everyone's situation is different. However, there are some...

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How To Lose Money, vol 3

How To Lose Money, vol 3

How To Lose Money, vol 3 An article in Morningstar recently showed how investors routinely lose money - on their own - by moving their money in and out of funds. This is another example how timing the market does NOT work.  It's not very complicated to see this is how...

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Schwab TD Ameritrade – Video Episode #349

Schwab TD Ameritrade – Video Episode #349

Schwab TD Ameritrade - Video Episode #349 If you are a client of TD Ameritrade - pay attention! The merger between Charles Schwab and TD Ameritrade (Schwab TD Ameritrade) is nearly complete. Account holders at TD Ameritrade recently received (or will soon receive) a...

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Not Outliving Your Retirement Savings

Not Outliving Your Retirement Savings

In this week's video, Casey discusses the concern of outliving your retirement savings. This is the BIGGEST worry many retirees have and for good reason. With rising costs and the uncertainty of the market, folks may want to lock in a source of income in the future....

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TD Ameritrade-Schwab Merger

TD Ameritrade-Schwab Merger

Update on the TD Ameritrade-Schwab Merger Here is an update on the TD Ameritrade-Schwab Merger.  The acquisition of TD Ameritrade by Schwab, announced in 2019, is to be completed on September 5, 2023.  Accounts will migrate from TD Ameritrade TO Schwab over Labor Day...

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I Spent Too Much Money!  Now What?

I Spent Too Much Money! Now What?

I spent too much money -- now what? I'm retired and I spent too much money!  Now what? Unexpected expenses happen all the time! So, expect them. We can help you prepare for that. We take a lot of time building cash flow projections for our clients and preparing for...

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Duties of an Executor in New Jersey

Duties of an Executor in New Jersey

What are the duties of an Executor in New Jersey? In Episode #341 of the Mullooly Asset Show, Tom discusses some of the duties of an executor in New Jersey. Most folks will likely only need to serve as an executor perhaps once or twice in their lifetime. We've helped...

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Sell In May (and Go Away) in 2023?

Sell In May (and Go Away) in 2023?

Sell in May, and go away, in 2023?  Really? Should we be doing this with our investments? We've heard this advice for decades.  The financial media loves to pound this point over and over, on an annual basis, every spring. This often makes us FEEL like we are making...

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