Mullooly Asset Management

In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […]

In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […]

In Ep. 265 of the Mullooly Asset Podcast, Brendan and Tim discuss a few very interesting articles.  They start off with an article outlining how some banks are offering to pay for your subscriptions like Hulu, Spotify, and Costco to win your checking account business.  They also touch on why it’s still acceptable to buy […]

In Ep. 264 of the Mullooly Asset Podcast, Brendan and Tom discuss the futility of chasing interest rates at banks.  Chasing a rate change of .1% isn’t worth your time, but when is it okay to look to make a switch?  They also discuss certain ripple effects that could happen if certain legislation is enacted […]

In Ep. 263 of the Mullooly Asset Podcast, Tom and Tim discuss all of the ins and outs of the new Regulation Best Interest coming out of Washington for the financial services industry.  What does it mean for advisors/brokers? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […]

In Ep. 262 of the Mullooly Asset Podcast, Tom and Tim discuss an article from author Jonathan Clements about his experience and takeaways from the last five market crashes.  Tom adds his own perspective on those times in the market, and what the most important lessons were from each. Show Notes ‘What I Learned From […]

In Ep. 261 of the Mullooly Asset Podcast, Tom and Tim discuss three important articles.  The first discusses the responsibilities of executors and tax implications in the estate planning process.  The second talks about mutual fund and ETF fees and the gap between the cheapest available versus what people pay in retirement plans.  The last […]

In Ep. 260 of the Mullooly Asset Podcast, Brendan and Tom discuss IPO’s like Blue Apron, Lyft, Uber and more and if they have a legitimate place in your serious financial plan.  They also discuss the amount of advice brokers are allowed to give clients, and the topic of dual-registration in the industry. Show Notes […]

In Ep. 259 of the Mullooly Asset Podcast, Brendan and Tom talk about some proposed changes to retirement plans making their way through Washington at the moment.  There would be changes to products offered within 401(k) accounts, distribution ages, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall […]

In Ep. 258 of the Mullooly Asset Podcast, Brendan and Tim talk about a few interesting articles from the last few days.  They discuss why Social Security should not be considered the bond portion of your portfolio, a “hidden” cost of 401(k)s, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly […]