Mullooly Asset Management

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 […]

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 my relative that recently lost his wife?” 12:57 – “How can you determine a company’s […]

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?” 15:03 – “Can I continue to contribute to my Roth […]

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 excess credit cards that I don’t use?” 22:03 – “How has the use of the internet […]

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 recovered 401K from a previous employer?” 18:08 – “Is an inherited […]

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 from my previous employer?” 22:57 – “How can one contribute to a Roth IRA […]

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 transferring to a Roth IRA?” 16:26 – “how do I choose an alternative […]

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 my traditional IRA to pay for my son’s college tuition?” 18:56 – “Has […]

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 – “When am I charged for an ETF expense ratio?” 21:30 – “How risky is investing in […]

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 Roth IRA?” 11:40 – “What documents do I need to […]

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 – “Should I max out my Roth IRA contributions before investing […]

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 retirement account?” 14:45 – “Can I move funds from a retirement account, from a […]

Mullooly Asset Podcast #188 – Tim & Tom’s Mailbag Questions – Transcript Tom Mullooly: Welcome back to the podcast. This is episode number 188. 188 podcasts. That’s pretty good. Tim Mullooly: That’s a lot. Tom Mullooly: Yeah. I’m Tom Mullooly. Tim Mullooly: And this is Tim Mullooly. Tom Mullooly: Together we’re going to be answering […]

Mullooly Asset Podcast #187: Tim & Tom Answer Investopedia Questions – Transcript Tim: Welcome back to the podcast. This is episode number 187. Today we’re going to do something a little different. This is Tim. I’m here with Tom. Tom Mullooly: Hello, everyone. Tim: That’s the same, but today we’re going to do something a little […]

MAM 186: Tim & Tom Talk Everything ETF’s – Transcript Tom Mullooly : Welcome to episode 186. That’s episode 1 8 6 of the Mullooly Asset Management podcast. This is Tom Mullooly. I’m here with Tim. Tim: Hey, everybody. Tom Mullooly : We want to talk about a topic that’s near and dear to our […]

Our guest for this episode of the podcast was Angelo Fiouris.  Angelo works for Altice Media, but people in the New Jersey area probably know the company better as Cablevision.  Angelo talks with Tom about the ever-changing industry of advertising on cable television, and sheds some light on some common misconceptions surrounding the business.  It […]

MAM 184: Tim & Tom Talk DOL Fiduciary Rule Transcript Tom:    Welcome to the Mullooly Asset Management podcast. This is Tom Mullooly, and I’m joined by Tim Mullooly. Tim:     Hey everybody. Tom:    This is episode 184. Tim:     184. Tom:    I almost said 185. Tim:     Yeah. Tom:    We’re going to talk about a topic that we […]

Our guest on this podcast episode was Drew Anlas.  Drew works for NJ Lenders, a mortgage banking company here in New Jersey.  Drew has been a mortgage banker for 34 years now, and has a keen eye for the way things should be in the business.  Drew is most definitely a people-person, and loves interacting […]

There’s a lot of buzz flying around about hot IPO’s.  On this episode of the podcast, Tim and Tom sit down to discuss all things IPO-related!  If you have ever wondered “what exactly is an IPO?”, or “am I the type of investor suited for an IPO?”, give this episode a listen.  You can find […]

We recently had the pleasure to catch up with Jessica Baguchinsky of Paychex.  Jessica is a sales superstar, and if you are trying to grow your business, increase your sales or you’re looking to learn how to pull your business (or yourself) up, you ought to listen to this podcast. We titled Episode 181: “Never […]

We recently had the pleasure to catch up with Christopher Gannatti, Associate Director of Research with WisdomTree.  Based in New York City, WisdomTree Asset Management is the seventh largest ETF provider based on AUM (Assets Under Management).  Christopher was gracious to spend time answering our questions about the market, about the economy, BrExit and other […]