Mullooly Asset Management

In Ep. 257 of the Mullooly Asset Podcast, Brendan and Tom broach the subject of sunk costs.  They start out by discussing the sunk costs of some Mets contracts, like Todd Frazier, and compare it to certain investments/products in a portfolio that need to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom: […]

In Ep. 256 of the Mullooly Asset Podcast, Brendan and Tom talk about a not-so-great pitch for an equity indexed annuity that Tom saw in his LinkedIn feed.  They break down what’s right and what’s wrong in the video, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch […]

In Ep. 255 of the Mullooly Asset Podcast, Brendan and Tim discuss a few great articles from this week.  They talk about why informational edges rarely exist anymore when it comes to investing, and what James Harden has to do with it.  They also talk about why people care more about shark attacks and stock […]

In Ep. 254 of the Mullooly Asset Podcast, Brendan and Tom talk about the blunders made surrounding the Zoom IPO, and why buying shares of an IPO is really just a different form of gambling your money.  They also discuss a PR nightmare for the robo-advisor at SoFi, and how to reduce some “pain points” […]

In Ep. 253 of the Mullooly Asset Podcast, Brendan and Tim discuss a few important topics.  They talk about why a 401(k) loan, though not ALWAYS a bad idea, is not an investment.  They also talk about why finance is so taboo for most people, and when the best time to change an allocation is […]

In Ep. 252 of the Mullooly Asset Podcast, Brendan and Tom tackle two very important topics.  They discuss an article written for retirees and pre-retirees about having potentially too much risk in their portfolios.  They also talk about a few common misconceptions between mutual funds and ETFs that they’d like to set the record straight […]

In Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics.  They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth […]

In Ep. 250 of the Mullooly Asset Podcast, we take a look back at some of the best topics from the last 50 episodes.  We hear from Tom, Brendan, and Tim about topics like minimizing student loans, why market timing is futile, the real value of going to college, trying to put your money back […]

In Ep. 249 of the Mullooly Asset Podcast, Brendan and Tom talk about a couple of important different topics.  They begin by giving some important notes about filling out the FAFSA, talk about a key flaw they found in an experience with a tax preparer, and the importance of hanging on to the lagging funds […]

In Ep. 248 of the Mullooly Asset Podcast, Brendan and Tom talk about a great post from our friend Ashby Daniels.  Ashby collected a handful of really useful, telling charts about retirees and people nearing retirement.  Tom and Brendan add their own two cents on the matter, and make it a conversation all retirees should […]