Mullooly Asset Management

In Ep. 280 of the Mullooly Asset Podcast, we answer a handful of questions surrounding student loans.  There has been A LOT of news surrounding the amount of debt people have, whether or not to go to college, how to take out/pay off loans, so we recap everything for you in this episode. Show Notes […]

In Ep. 279 of the Mullooly Asset Podcast, Brendan and Tom discuss whether or not the traditional 60/40 portfolio is still a viable option for investors.  They outline what the portfolio is, why “defaults” for investor portfolios aren’t ideal, and more! Show Notes ‘Bank of America Declares ‘The End of the 60-40′ Standard Portfolio’ – […]

In Ep. 278 of the Mullooly Asset Podcast, Tom and Tim discuss 403(b) plans and some of the unappealing sales practices that get tied along with them.  It’s important for teachers and other 403(b) participants to know the truth.  They also discuss rules of thumb when it comes to saving for retirement. Show Notes Tony […]

In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading.  There are definitely many pros to this development, but there are certainly some cons too.  They also discuss an issue surrounding Social Security benefits as well. Show Notes ‘The Upside of Commission […]

In Ep. 276 of the Mullooly Asset Podcast, Tom and Brendan discuss why informational edges in the market are extinct, and anyone who thinks otherwise is deluding themselves.  They also discuss why tethering your ability to retire, or happiness in retirement, to a specific portfolio balance number is a recipe towards being unsatisfied. Show Notes […]

Every so often we hear about gold spiking up in the markets.  We eventually get a few phone calls from folks interested in exploring gold in their portfolios.  We always have the same response.  After seeing an article in Forbes about gold, Brendan and Tom decided it was a good time to broadcast our feelings […]

In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a “good” 401(k) plan.  It’s not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show Notes ‘401(k) Investors: Avoid These 20 Mistakes’ – […]

In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike.  With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit.  Sound familiar?  They also discuss what a P/E ratio means, the […]

In Ep. 272 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of different topics like market “bubbles”, Andrew Luck’s retirement, investing scams on dating apps, navigating through a down market as you’re closing in on retirement, and much more! Show Notes ‘Andrew Luck’s Retirement Shows What Happens When You Don’t Fix an […]

In Ep. 271 of the Mullooly Asset Podcast, Brendan and Tom discuss a couple of interesting articles.  They first discuss what Jim Cramer had to say about trying to time the market based off the yield curve inversions, and then go into a discussion about taking on more debt just because interest rates are low. […]

In Ep. 270 of the Mullooly Asset Podcast, Tim and Tom discuss a handful of topics.  The first two have to do with the lower interest rates, and mortgage debt in the US.  With lower rates, it could be a good time to refinance, BUT there are still a handful of variables to consider. Show […]

In Ep. 269 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of topics.  They talk about financial worries that many people have that they really shouldn’t worry about, myths surrounding the FIRE movement, why buying lattes won’t kill your personal finances if other things are in order, and more! Show Notes ‘4 […]

In Ep. 268 of the Mullooly Asset Podcast, Brendan and Tom discuss a handful of articles covering topics like how some wealthy parents are trying to game the financial aid system, the IRS tracking down cryptocurrency owners, and more! Show Notes ‘Top 100 Financial Advisors of 2019’ – Investopedia ‘College Financial Aid Loophole: Wealthy Parents […]

In Ep. 267 of the Mullooly Asset Podcast, Brendan and Tim discuss a couple important articles.  First, they discuss a piece from Ben Carlson outlining just how long retirement can be for some folks, and why outliving your money is a real possibility if you don’t invest accordingly.  Second, they talk about the disappointing story […]

In Ep. 266 of the Mullooly Asset Podcast, Tim and Tom talk about two interesting articles.  The first talks about why capital gains are a good thing, even though most investors loathe paying tax on them.  The second talks about the SECURE Act.  Tim and Tom discuss what changes are coming, and why they might […]

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 […]

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 […]

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? What does it mean for investors?  Find out in this episode! Show Notes ‘SEC’s New ‘Best […]

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, and what the most important lessons were from each. Show Notes ‘What I Learned From […]

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 gap between the cheapest available versus what people pay in retirement plans.  The last […]

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, and the topic of dual-registration in the industry. Show Notes […]

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, and more! Show Notes ‘House Passes Bill Making Changes to U.S. Retirement System’ – The Wall […]

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, unnecessary monthly subscriptions and more! Show Notes ‘Stop Wasting Money on Unnecessary Monthly […]

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 to go. Sunk Costs, Todd Frazier, and Moving On – Transcript Tom: […]

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, and explain some of the complicated, confusing aspects of annuities. Show Notes Click HERE to watch […]