Mullooly Asset Management

by Mullooly Asset Management

Mullooly Asset Management
  • Language: eng
  • Episodes: 42
  • Last: 16 Jan 2018
Mullooly Asset Management, Inc. is a Fee Only Investment Advisory firm. We provide our clients with common sense financial planning and investment management. As a Registered Investment Advisor (RIA), we have a fiduciary obligation to our clients.

Episodes (42)

  • Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more
    Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more
    Play
    Published: 16 Jan 2018 Duration: 20:11
    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 new... Read more →
    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 new... Read more →

  • Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke
    Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke
    Play
    Published: 28 Dec 2017 Duration: 21:46
    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 ... Read more →
    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 ... Read more →

  • Why the New York Mets Need a Financial Planner
    Why the New York Mets Need a Financial Planner
    Play
    Published: 22 Dec 2017 Duration: 16:29
    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 num... Read more →
    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 num... Read more →

  • Bitcoin: What Investors Need to Know
    Bitcoin: What Investors Need to Know
    Play
    Published: 8 Dec 2017 Duration: 21:39
    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 Jour... Read more →
    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 Jour... Read more →

  • Our Thoughts on Bitcoin, Emergency Funds, & More
    Our Thoughts on Bitcoin, Emergency Funds, & More
    Play
    Published: 1 Dec 2017 Duration: 21:26
    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... Read more →
    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... Read more →

  • Market Crashes, Student Debt, & Old 401(k) Plans
    Market Crashes, Student Debt, & Old 401(k) Plans
    Play
    Published: 22 Nov 2017 Duration: 21:23
    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 schoo... Read more →
    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 schoo... Read more →

  • Bull Markets, Asset Allocations, Cash Cushions, & More!
    Bull Markets, Asset Allocations, Cash Cushions, & More!
    Play
    Published: 16 Nov 2017 Duration: 23:22
    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 deb... Read more →
    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 deb... Read more →

  • Retirement Age, Paying Tuition, Savings Accounts, & More!
    Retirement Age, Paying Tuition, Savings Accounts, & More!
    Play
    Published: 10 Nov 2017 Duration: 25:49
    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... Read more →
    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... Read more →

  • Mullooly Asset Podcast #200! – Tom’s “Black Monday” Story
    Mullooly Asset Podcast #200! – Tom’s “Black Monday” Story
    Play
    Published: 3 Nov 2017 Duration: 29:23
    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... Read more →
    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... Read more →

  • Credit Card Applications, 529 Plans, Penny Stocks, & More!
    Credit Card Applications, 529 Plans, Penny Stocks, & More!
    Play
    Published: 26 Oct 2017 Duration: 23:47
    Time Stamps: 1:57 – “How do I get a credit card with no current payment history?” 4:53 – “Which portfolio should I choose for my daughter’s 529 plan?” 6:23 – “Is it worth investing in penny stocks?” 9:50 – “Is an irrevocable trust right for... Read more →
    Time Stamps: 1:57 – “How do I get a credit card with no current payment history?” 4:53 – “Which portfolio should I choose for my daughter’s 529 plan?” 6:23 – “Is it worth investing in penny stocks?” 9:50 – “Is an irrevocable trust right for... Read more →

  • Saving For a Home, Nearing Retirement, & Index Funds
    Saving For a Home, Nearing Retirement, & Index Funds
    Play
    Published: 20 Oct 2017 Duration: 23:08
    Time Stamps: 2:57 – “Should I lower my contributions to my 401(k) as I near retirement?” 8:25 – “How do I choose a good index fund to invest in and where should I buy one?” 11:57 – “Should I start investing in a Roth IRA at 70 years old?” 1... Read more →
    Time Stamps: 2:57 – “Should I lower my contributions to my 401(k) as I near retirement?” 8:25 – “How do I choose a good index fund to invest in and where should I buy one?” 11:57 – “Should I start investing in a Roth IRA at 70 years old?” 1... Read more →

  • Paying Off Debt, Investing Strategies, & the Power of the Internet
    Paying Off Debt, Investing Strategies, & the Power of the Internet
    Play
    Published: 10 Oct 2017 Duration: 29:11
    Time Stamps: 2:15 – “How should I invest and save right out of college?” 7:16 – “Why is paying off debt always the biggest priority to advisors?” 11:15 – “Which investment strategy should I follow through on?” 17:17 – “What do I do with exc... Read more →
    Time Stamps: 2:15 – “How should I invest and save right out of college?” 7:16 – “Why is paying off debt always the biggest priority to advisors?” 11:15 – “Which investment strategy should I follow through on?” 17:17 – “What do I do with exc... Read more →

  • Required Minimum Distributions, Selling Bonds, & Old 401(k)’s
    Required Minimum Distributions, Selling Bonds, & Old 401(k)’s
    Play
    Published: 3 Oct 2017 Duration: 22:30
    Time Stamps: 1:08 – “Can I defer a required minimum distribution to next year?” 3:28 – “When should you sell a bond?” 8:13 – “What is the impact of the tax deductible nature of a home equity line of credit?” 10:57 – “What can I do with a re... Read more →
    Time Stamps: 1:08 – “Can I defer a required minimum distribution to next year?” 3:28 – “When should you sell a bond?” 8:13 – “What is the impact of the tax deductible nature of a home equity line of credit?” 10:57 – “What can I do with a re... Read more →

  • The Millennial Episode
    The Millennial Episode
    Play
    Published: 25 Sep 2017 Duration: 27:40
    Mullooly Asset Podcast #195 Time Stamps: 2:27 – “What are some general tips for stocks and investing?” 5:53 –  “Is it a bad time to invest in equities?” 12:02 – “How do I invest with minimal net worth?” 17:46 – “Should I rollover my 401K fr... Read more →
    Mullooly Asset Podcast #195 Time Stamps: 2:27 – “What are some general tips for stocks and investing?” 5:53 –  “Is it a bad time to invest in equities?” 12:02 – “How do I invest with minimal net worth?” 17:46 – “Should I rollover my 401K fr... Read more →

  • Co-Signing Loans, Moving to Cash, Municipal Bonds & More!
    Co-Signing Loans, Moving to Cash, Municipal Bonds & More!
    Play
    Published: 19 Sep 2017 Duration: 31:14
    Mullooly Asset Podcast #194 Time Stamps: 2:33 – “what does it mean when you move your investments to cash?” 4:34 – “why do municipal bond funds all seem to lose money for their customers?” 11:28 – “how much do I have to pay in taxes when tr... Read more →
    Mullooly Asset Podcast #194 Time Stamps: 2:33 – “what does it mean when you move your investments to cash?” 4:34 – “why do municipal bond funds all seem to lose money for their customers?” 11:28 – “how much do I have to pay in taxes when tr... Read more →

  • Retirement Accounts, Credit Scores, & Home Equity Loans – MAM Podcast 193
    Retirement Accounts, Credit Scores, & Home Equity Loans – MAM Podcast 193
    Play
    Published: 12 Sep 2017 Duration: 24:32
    Time Stamps: 1:42 – “Should I withdraw from my retirement accounts?” 6:25 – “How will buying or leasing a car affect my ability to get a mortgage?” 11:40 – “Should we use our 401K funds to pay off a home equity loan?” 16:33 – “Should I use ... Read more →
    Time Stamps: 1:42 – “Should I withdraw from my retirement accounts?” 6:25 – “How will buying or leasing a car affect my ability to get a mortgage?” 11:40 – “Should we use our 401K funds to pay off a home equity loan?” 16:33 – “Should I use ... Read more →

  • MAM 192: Tim & Tom Answer Your Questions
    MAM 192: Tim & Tom Answer Your Questions
    Play
    Published: 5 Sep 2017 Duration: 28:24
    Time Stamps: 1:21 – “What’s a reasonable suggestion for a company 401K match amount?” 2:58 – “How can I receive distributions from a mutual fund loss?” 10:21 – “Where can I put excess cash so that it can grow and remain accessible?” 17:51 –... Read more →
    Time Stamps: 1:21 – “What’s a reasonable suggestion for a company 401K match amount?” 2:58 – “How can I receive distributions from a mutual fund loss?” 10:21 – “Where can I put excess cash so that it can grow and remain accessible?” 17:51 –... Read more →

  • MAM 191: Tim & Tom Take Your Questions
    MAM 191: Tim & Tom Take Your Questions
    Play
    Published: 28 Aug 2017 Duration: 19:09
    Time Stamps: 1:25 – “Will I have to pay back a 401(k) loan with post-tax dollars?” 5:00 – “How cautious should I be of retiring when I still have substantial debt on my plate?” 8:45 – “Is it better to hold a REIT in a taxable account or a R... Read more →
    Time Stamps: 1:25 – “Will I have to pay back a 401(k) loan with post-tax dollars?” 5:00 – “How cautious should I be of retiring when I still have substantial debt on my plate?” 8:45 – “Is it better to hold a REIT in a taxable account or a R... Read more →

  • MAM 190: Financial Questions with Tim & Tom
    MAM 190: Financial Questions with Tim & Tom
    Play
    Published: 18 Aug 2017 Duration: 36:31
    Time stamps: 1:10 – “How wary should I be of 401(k) fees through my company’s plan?” 4:50 – “How should I invest a large sum of my savings towards my kids future expenses?” 7:28 – “Is now a good time to put money into a Roth IRA?” 13:20 – “... Read more →
    Time stamps: 1:10 – “How wary should I be of 401(k) fees through my company’s plan?” 4:50 – “How should I invest a large sum of my savings towards my kids future expenses?” 7:28 – “Is now a good time to put money into a Roth IRA?” 13:20 – “... Read more →

  • MAM 189: Tim & Tom Answer Your Questions
    MAM 189: Tim & Tom Answer Your Questions
    Play
    Published: 11 Aug 2017 Duration: 25:24
    Time stamps: 2:00 – “Which bond ETF should I invest in?” 6:00 – “How can I recover from losses in my IRA?” 9:25 –  “Where should we invest a profit sharing distribution to minimize the taxes?” 11:50 – “Should I start managing my own retirem... Read more →
    Time stamps: 2:00 – “Which bond ETF should I invest in?” 6:00 – “How can I recover from losses in my IRA?” 9:25 –  “Where should we invest a profit sharing distribution to minimize the taxes?” 11:50 – “Should I start managing my own retirem... Read more →

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