Mullooly Asset Management

Mullooly Asset Management

Business EN ↓ 300 episodes

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

Author

Mullooly Asset Management

Category

Business

Podcast website

mullooly.net

Latest episode

Sep 15, 2023

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Episodes

Why You Don’t Have an Informational Edge Investing Today 01.05.2019

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.

Why IPO’s are Just Another Form of Gambling 24.04.2019

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-advi...

A 401(k) Loan is Not an Investment 17.04.2019

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,

How Much Risk is TOO Much Risk For Retirees? 10.04.2019

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.

A Different Kind of Student Debt 03.04.2019

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,

Ep. 250: The Best of the Best! 29.03.2019

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,

Important Tips for Filling Out the FAFSA 22.03.2019

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,

Ep. 248: Key Information for All Retirees 15.03.2019

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.

What is a Safe Withdrawal Rate in Retirement? 08.03.2019

In Ep. 247 of the Mullooly Asset Podcast, Brendan and Tom talk about a few articles that touch on the topic of withdrawal rates from retirement accounts.  There are a lot of answers to the question “what is the best withdrawal rate?

Ep. 246: Is Going to College Really Worth It? 01.03.2019

In Ep. 246 of the Mullooly Asset Podcast, Brendan and Tom talk about a handful of topics.  They talk about a recent study that shows the earnings of people who don’t have a college education versus those that do,

Ep. 245: Does Trend Following Work? 22.02.2019

In 2009 there were probably a lot of headlines that read something like “Why Buy and Hold Doesn’t Work”.  Turns out, 10 years later, that would’ve been the exact worst time to ditch your buy and hold strategy. The previous ten years though?

Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help 15.02.2019

In Ep. 244 of the Mullooly Asset Podcast, Tim and Tom talk about a handful of current financial news.  They discuss the new “crypto” coin from JP Morgan, why 7 out of 10 people feel they will be financially better off next year,

Ep. 242: Buying Company Stock & Accelerated Mortgages 01.02.2019

In Ep. 242 of the Mullooly Asset Podcast, Brendan and Tom talk about buying too much company stock and the concept of “accelerating” your mortgage.  Having too much company stock in your portfolio could be a potentially dangerous thing.

Ep. 241: Retirement and the Sequence of Returns 25.01.2019

In Ep. 241 of the Mullooly Asset Podcast, Brendan and Tom talk about the sequence of returns in the market and how they can positively, or negatively, affect your retirement.  They tie in some baseball history and talk MLB free agency as well!  Enjoy!

Ep. 240: Pay Attention to Cash Flows in 2019! 16.01.2019

In Ep. 240 of the Mullooly Asset Podcast, Tim and Brendan talk about a few articles that circle around probably the most important topic in personal finance: cash flows!  With the government shutdown affecting hundreds of thousands of people,

Ep. 239: Tax Withholding, Budgeting, & Tips for 2019 10.01.2019

In Ep. 239 of the Mullooly Asset Podcast, Brendan and Tom talk about important topics for the start of 2019.  They discuss the importance of checking your tax withholding each year, the importance of paying yourself first,

Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points 04.01.2019

In Ep. 238 of the Mullooly Asset Podcast, Tom and Brendan break down a couple key topics to start the new year.  First off, they discuss the importance of understanding what gold does in relation to the stock and bond markets.  Second,

Ep. 237: Putting 2018 in Perspective 27.12.2018

In Ep. 237 of the Mullooly Asset Podcast, Brendan and Tom put the year of 2018 into perspective.  Using a couple of great articles from Charlie Bilello and Ben Carlson, they take what happened in the market this year and place it alongside a handful of...

Ep. 236: The Fed Impact 19.12.2018

In Ep. 236 of the Mullooly Asset Podcast, Brendan and Tom talk about the Fed.  With the Fed being in the news a lot lately, they break down what the real purpose of the Fed is, what it has done over history,

Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff 13.12.2018

In Ep. 235 of the Mullooly Asset Podcast, Brendan and Tom break down the volatility in the market in 2018.  Historically, this year has been more in line with “normal” volatility than last year.  They also discuss paying off credit card debt,

Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting 30.11.2018

In Ep. 234 of the Mullooly Asset Podcast, Tom and Brendan discuss a number of important topics.  They talk about tax gain harvesting, what to do when cash outperforms everything else, and how mutual funds are doing coming into the end of 2018.

Ep. 233: Amazon, Bitcoin, & the Holiday Season 21.11.2018

In Ep. 233 of the Mullooly Asset Podcast, Tim and Tom break down a few articles that are very timely for the holiday season.  They talk about Amazon and retailers during the holidays, Bitcoin conversations,

Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires 16.11.2018

In Ep. 232 of the podcast, Brendan and Tom talk about a few interesting articles they read recently.  They also talk about the article that featured Brendan in The New York Times last week discussing 401(k) contribution limits for 2019.  Enjoy!

Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta? 09.11.2018

In Ep. 231 of the Mullooly Asset Podcast, Tim and Brendan break down a few interesting articles from the past week.  They talk about the psychology of getting back into the market after moving to cash, why tax-loss selling always seems to take place in...

Ep. 230: Working Longer, Retirement Plans, & Market Downturns 12.10.2018

In Ep. 230, Brendan and Tom talk about a couple of important topics.  They discuss how simply planning to “work longer” isn’t always a sure-fire way to plan for retirement savings.  Being able to work longer is sometimes out of the individual’s control...

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