Time Stamps: 3:47 – “What’s the best thing to do with excess wealth at age 30?” 7:15 – “Can I still open a 401k if I’m already retired?” 9:43 – “What are the benefits of rolling over a 401k into an IRA if I’m not working?” 13:13 – “As a newly eligible employee at a small business, can I […]

Time Stamps: 3:47 – “What’s the best thing to do with excess wealth at age 30?” 7:15 – “Can I still open a 401k if I’m already retired?” 9:43 – “What are the benefits of rolling over a 401k into an IRA if I’m not working?” 13:13 – “As a newly eligible employee at a small business, can I […]

Time Stamps: 2:00 – “What allocation strategy do you recommend for those approaching retirement?” 7:45 – “I inherited an IRA that was passed down two different times. Do I qualify for a five year disbursement?” 11:13 – “Where should I move my 401k account from my past employer?” 14:22 – “I’m 24 and contributing to a simple IRA. What […]

Show Notes ‘Mets Analysis: Wilpons Need to Be More Transparent About Payroll, Offseason Moves’ – Marc Carig – Newsday Why the New York Mets Need a Financial Planner – Transcript Tim Mullooly: Welcome back to the podcast. This is episode number 206 of the Mullooly Asset Management Podcast. This is Tim Mullooly. Tom Mullooly: And […]

Show Notes: ‘Be Wary of this Skyrocketing Bitcoin Fund’ – Sumit Roy – ETF.com ‘The Bitcoin Whales: 1,000 People Who Own 40% of the Market’ – Olga Kharif – Bloomberg ‘Bitcoin Mania: Even Grandma Wants In On the Action’ – The Wall Street Journal (Paywall) Bitcoin: What Investors Need to Know – Transcript Tim Mullooly: Welcome […]

Time Stamps: 1:52 – ‘How should I invest my emergency funds so that I keep earning interest on it?’ 5:49 – ‘If I have a 401K through my company, can I also invest in an exchange traded fund, or ETF through a broker?’ 11:00 – Our thoughts on Bitcoin Show Notes ‘Contributing the Max to Your Retirement Account’ […]

Time Stamps: 1:04 – “Where should I move my 401(k) gains before the bull stock market ends in preparation for a market crash?” 6:07 – “How should I approach paying off my student debt?” 8:43 – “What is the best way to pay off graduate school debt using my 401(k)?” 14:01 – “How do I minimize the amount of […]

Time Stamps: 2:46 – “Should I continue to contribute towards my retirement or pay off my debt in a bull market?” 8:58 – “When should I switch my very aggressive asset allocation to a moderate one?” 13:34 – “Should I invest or pay off my debt?” 17:20 – “Should I stop contributing to my 401K and build up my […]

Time Stamps 2:00 – “Can you receive a tax benefit for contributing towards your child’s school tuition?” 5:42 – “Should I wait until I am 70 years old to retire?” 9:05 – “Should I sell my stock to pay off my mortgage?” 16:40 – “Can I use my mutual funds as a savings account?” 21:15 – “Should I contribute to […]

In this milestone episode for the podcast, Tim talks with Tom about October 19, 1987.  Tom was just a “baby-broker”, as he puts it, and we get a hands-on point of view of what that dreadful day was like.  Tom talks about the year leading up to the crash, some points along the way that […]