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… [Read More] Does Your Checking Account Pay For Your Hulu?

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… [Read More] Don’t Go Chasing Interest Rates

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?

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,

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...

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...

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,

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,

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 ...

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,