Tom Sullivan

Tom Sullivan Financial Friday

Business EN ↓ 4 episodes

Financial Friday is listener's calls about money and investing. Tom Sullivan began with one of the Big Four accounting firms in the audit and tax departments. He was in the investment business for 30 years rising to managing director of investments for a major Wall Street firm. He was also one of the original anchors that launched Fox Business interviewing business and political leaders for ten years.

Author

Tom Sullivan

Episodes

Financial Friday - How to deal with retirement money, Municipal Bonds, Annuities 04.07.2026 32:46

Callers vary from how to manage the money they are saving for retirement once they do retire, an explanation of the various municipal bonds and why is makes sense only for high tax brackets plus a stab at the various modes of annuities. Call with your money questions 855-295-6600

Financial Friday — You Don't Need to Be Rich to Start Investing. Primary vs Secondary Markets, the Wash Sale Rule, Tax-Free Income Ideas & P 26.06.2026 35:12

This week on Financial Friday — how to start an investment account even if you don't make a lot of money, what actually separates a primary market from a secondary market, the wash sale rule explained so you never lose a tax deduction by accident again, real ways to earn income completely tax free, and a beginner-friendly breakdown of options trading — what puts and calls actually are and how they...

Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor 20.06.2026 36:15

This week on Financial Friday — should you roll your 401k into a Roth account and what will it actually cost you in taxes? What in the world is private credit and does it belong in your portfolio? What is the smartest way to start saving for your children's future today? And the red flags that tell you it is time to have a hard conversation with your financial advisor or find a new one. Real quest...

Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX 12.06.2026 45:19

Financial Friday returns with a debut episode packed with real money questions from real listeners. Are you paying too much in advisor fees — probably yes and today we tell you exactly what to do about it. Robo investing versus index funds — which is right for you and when does the answer change? Social Security strategy for married couples that could be worth tens of thousands of extra dollars in...