All Episodes
Mullooly Asset Management — 470 episodes
There are 3500 ETF's: what will be next?
Fed Rate Cuts, the Yield Curve, and Social Security Decisions
Recent Small Cap Action Shows Asset Allocation Key
New ETF Strategy Sparks Immediate Interest
Tax Underpayment Penalties
Diversification: always needing to say "Sorry!"
Rate Cuts in 2024?
Dissecting the Fed's Strategy in May 2024
Two Incomes, Two Outcomes: The Science of Spending Wisely
Discussing the Social Security Break Even Podcast 475
Taming Inflation's Fury: Paul Volcker's 1979 Financial Revolution and Today's Investment Strategies
The Munger Effect: Unlocking Investment Wisdom and the Power of Simplicity
Navigating February 2024: Market Commentary
When Will The Fed Lower Rates? Episode 471
NY Community Bank & the Federal Reserve
Decoding Tax Mysteries
Junk Fees and the Truth About Fiduciary Duty
The Mortgage Rate Mirage: Navigating Homeownership’s Treacherous Waters
Unmasking the Hidden Risks of 401K Loans: A Critical Financial Deep-Dive
Interpreting the Economy's Pulse: Episode #465
Navigating the Retirement Vortex: Understanding Financial Challenges and Strategies for a Secure Future
Protecting Your Future: Irrevocable Trusts, Medicaid, and Long-Term Care in New Jersey
Stocks, Treasury Bills, and Market Predictions: Your Questions
Unleashing Financial Freedom: Sustainable Living and Debt Reduction
All Hail the Mighty Consumer: Spending Carries the Economy
Your 60-40 Portfolio Is Not Dead
Would You Buy This Investment (Annuities)?
Does Claiming Social Security Early Affect Medicare?
When is the BEST Time to Claim Social Security?
Better to Take a Lump Sum or Monthly Pension?
The Stock Market Looks Forward
Communicating With Your Investment Advisor
Interest Rates Rise Again
In Retirement: Being OK with Spending Money
What You Can Expect From the TD Ameritrade – Charles Schwab Merger
How to Read Your Form 1099
Should You Work 1 More Year Before Retiring?
What You Can Actually Expect From Life Insurance Seminars
How to Save Your Retirement
Where Should You Keep Your Cash?
Always Assuming Average Returns Causes Mistakes
Why Your Net Worth is Important
Is it Okay to Change Plans in Retirement?
The Biggest Financial Stories of 2022
Changes are Coming to Retirement Plans
The Stock Market’s Reaction to the Latest CPI and Fed News
The Truth About Alternative Investments
How Are Millionaires Feeling About Retirement?
What to Make of the Latest Inflation Reading
Making Sense of the Latest Move in Interest Rates
Don’t Expect Investment Returns to Make up for Underfunded Goals
The Latest on the Economy, Interest Rates and the Stock Market
The Role of Bonds in Your Portfolio
Is it Better to Invest Through Recessions or to Avoid Them?
Watch What Investors Do, Not What They Say
What Can I Expect My Investments to Earn?
Which is Better in Retirement: Higher $ Total or Lower Monthly Expenses?
Investing is All About Managing Your Expectations
Required Minimum Distributions Will NOT Drain Your Retirement Account
Teachers Beware of High Fees in Your Retirement Account
The Dangers of Margin Investing
Does the Stock Market Move Ahead of the Economy?
What if There is No Recession?
What Should We Make of Conflicting Economic Data?
What Does Quantitative Tightening Mean?
An Update on Earnings and the Latest Economic Data
How Are Retirement Plans Affected by Down Markets?
What’s Going to Bring the Stock Market Back?
2022 Capital Gains Tax Rates
Is 2022’s Economy the 1970’s All Over Again?
Should We Be Worried About the Yield Curve?
Should You Use Retirement Assets to Pay Off Your Mortgage?
Financial Planning Tips for 2022 (Part One)
Is the Stock Market Being Held Up By 5 Stocks?
The Latest on Interest Rates and the Federal Reserve
Is the 4% Rule Right for Your Retirement?
Withdrawing Money For Retirement
Should You Move in Retirement?
What Should We Do About Inflation?
3 Misconceptions About Inflation and Your Investments
Social Security: 5.9% Cost of Living Adjustment
Are Target Date Funds Right For You? Part 2
Are Target Date Funds Right for You? Part 1
Investing History: Top 10 Companies in the S&P 500 1980-Today
Tax Planning: Lifetime Tax vs. Yearly Tax
Investing Decisions: Should You Follow the Trend?
Why Do Investors Underperform the Funds They Own?
Can Expense Ratios Go Any Lower?
8 Months, 8 Stock Market Highs
Pension Funds are Lowering Expectations
Is the Stock Market Overvalued?
Money in the Right Places: Retiring Before Your 60’s
Beware of High Bond Yields
Investing Best Practices: Robinhood Edition
This Stock Market Index Has Doubled Off the Pandemic Lows
What to Do When Your Bank Cancels Your Line of Credit
Financial Calculators: What You Don’t See
Our Thoughts on Cryptocurrencies for Retirement
Why Does Money Stress Everyone Out?
Our Financial Planning Process
Retirement Habits: The In’s and Out’s of Portfolio Rebalancing
So, When Can I Retire?
The Price You Pay for Safety
Teenagers with Investment Accounts: Good or Bad?
The Risks with Alternative Investments
Do You Have an Investment Plan?
How the Computer Chip Shortage Could Impact the Economy/Market
Capital Gains Rates and Market Pain Points
The ‘Silly Stage’ of Day Trading
4 Lessons from 35 Years in the Business
A Generational Buying Opportunity
Technology Stocks and the US Economy
Recession: The Only Way Out is Through
Pullbacks Always Feel Bad
Beware of Tax Scams!
What is the Real Price of College?
Taxes, Trading, and Asset Location
Short-Selling, Margin, Risk Management & GameStop
Our Process: What to Know
The Market Rotation of 2020
The Market Doesn’t Have Feelings
The Most Important Messages of 2020
Potential Advisor Rule Changes in 2021
The Dangers of Day Trading Apps
10 Personal Finance Tips to Consider
2021 Price Targets Don’t Matter
The State of the Stock Market and the Economy
What’s Worked in 2020?
2020 Year-End Tax Tips
The Value of a Fiduciary in Volatile Markets
The Advantage We All Have But Throw Away
Watch What They Do, Not What They Say
Volatility is a Feature, Not a Bug
How are People Saving For Retirement?
How Interest Rates Impact Investments
Stocks Can Go Down, Too
Why Diversification Works
How Should You Diversify From Stocks?
How the Election Could Impact Taxes
Politics are Not in the Portfolio
Debunking a Myth About Active Management
Making Sense of the GDP Numbers
Do We Need More Incentives to Save?
The Big Social Security Decision
A Few Reminders About Unemployment
All Upside, No Downside
Opening Pandora’s Box
Managing Risk in Retirement
“Living Off of the Interest”
How to Lose Your Shirt in 10 Days With Leverage
What is Your Money REALLY For?
Making Sense of the Unemployment Numbers
What Will the Economic Recovery Look Like?
Is Leverage a Good Investment Strategy?
Is Gold a Good Diversifier?
Do You Need More Exposure to Oil?
What Would Warren Buffett Do?
Don’t Check Your Account Daily
Is Now the Time to Pick Stocks?
Stress-Adjusted Returns
The Game Plan From Here
What Do You Say to Worried Investors?
What to Do With Market Uncertainty
Managing Risk with the Coronavirus
Changes to the Kiddie Tax
What Happens to Old 401(k)’s?
How to Avoid Lifestyle Creep
Why Stocks Go Up & Down
Have You Done Your 2019 Taxes?
What’s the Most Reliable Indicator?
What Should We Expect in 2020?
The Building Blocks of Investing
‘Tis the Season for 2020 Market Forecasts
What to Know About Your Retirement
How Long Can Bull Markets Last?
Cash on the Sidelines
The Problem with Car Loans Today
Investing Armageddon
Should You Trade Because of Elections?
Decision Making 101: Student Loan Edition
Is the 60/40 Portfolio Dead?
Let’s Talk About 403(b) Plans
Pros and Cons of Commission-Free Trading
Informational Edges are Extinct
Our Thoughts on Gold
Do You Have a Good 401(k) Plan?
How Hurricanes and Markets are Similar
Navigating a Down Market Before Retirement
Markets Don’t Repeat Themselves, But They Often Rhyme
Is Now the Time to Refinance?
You’re Allowed to Buy Lattes
Gaming the Financial Aid System
Retirement Can Be Longer Than You Think
Capital Gains are GOOD
Does Your Checking Account Pay For Your Hulu?
Don’t Go Chasing Interest Rates
What is Regulation Best Interest?
Lessons From Market Crashes
The Benefits of Health Savings Accounts
IPO’s Don’t Fit in Your Financial Plan
Potential Changes to Your 401(k)
Social Security is Not a Bond
Sunk Costs, Todd Frazier, and Moving On
Un-spinning a Confusing Annuity Pitch
Why You Don’t Have an Informational Edge Investing Today
Why IPO’s are Just Another Form of Gambling
A 401(k) Loan is Not an Investment
How Much Risk is TOO Much Risk For Retirees?
A Different Kind of Student Debt
Ep. 250: The Best of the Best!
Important Tips for Filling Out the FAFSA
Ep. 248: Key Information for All Retirees
What is a Safe Withdrawal Rate in Retirement?
Ep. 246: Is Going to College Really Worth It?
Ep. 245: Does Trend Following Work?
Ep. 244: JPM Coin, Repaying Student Loans, Retirement Savings Help
Ep. 242: Buying Company Stock & Accelerated Mortgages
Ep. 241: Retirement and the Sequence of Returns
Ep. 240: Pay Attention to Cash Flows in 2019!
Ep. 239: Tax Withholding, Budgeting, & Tips for 2019
Ep. 238: Understanding Gold, No Bond Apocalypse, Credit Card Points
Ep. 237: Putting 2018 in Perspective
Ep. 236: The Fed Impact
Ep. 235: 2018 Market Volatility, Credit Card Debt, Bernie Madoff
Ep. 234: Outperforming Cash, 2018 Gains/Losses, Tax GAIN Harvesting
Ep. 233: Amazon, Bitcoin, & the Holiday Season
Ep. 232: Active Share, 2019 Contribution Limits, 401(k) Millionaires
Ep. 231: Back Into the Market, Tax Loss Selling, & What is Smart Beta?
Ep. 230: Working Longer, Retirement Plans, & Market Downturns
Ep. 229: The ‘Good Old Days’ that Never Existed: Revamping 401(k)s
Ep. 228: Fund Managers, Active Mutual Funds, & Capital Gains
Ep. 227: Millennials, Minimizing Student Loans, Warren Buffett
Ep. 226: “Reasons to Sell” Since 2009
Ep. 225: Tesla, Crypto Scams, & Monthly Bills
Ep. 224: Is it Time to Revamp the 401(k)?
Ep. 223: Financial Questions, U.S. Pension Trouble, Saving Too Little
Ep. 222: Facebook, Market Anomalies, Wells Fargo & more
Ep. 221: Fixed Annuities, Wealth Transfers, & the Gig Economy
Ep. 220: Down Payments, Passive Funds, Earnings Buzz
Ep. 219: Retirement Planning, Casual 401(k) Advice, Trade Jitters & more
Ep. 218: Junk Bonds, Probabilities, Netflix Dominance and more
Ep. 217: Changes in the Dow, Rolling Recessions, Internet Sales Tax & more
Ep. 216: Social Security, Finance Professionals, Replacing Debt with More Debt
Ep. 215: Bryan Colangelo, Quarterly Earnings, Mobile Payments & more!
Ep. 214: Buying vs. Renting, Kevin Durant, Annualizing Returns
Ep. 213: Emerging Markets, Trade Wars, Small Caps & more
Ep. 212 – Broker Profits, Elder Fraud, Pensions & more!
Ep. 211 – Forecasting, the US Dollar, Bond Funds, & more!
Ep. 210: What You Need To Know About Estates
Ep. 209: Fiduciary Rule Nearing the End?
Introducing ‘Living with Money’, SEP IRA’s, 401(k)’s, & more
Simple IRA’s, Retirement Allocations, & Tim’s Cliche New Year’s Joke
Why the New York Mets Need a Financial Planner
Bitcoin: What Investors Need to Know
Our Thoughts on Bitcoin, Emergency Funds, & More
Market Crashes, Student Debt, & Old 401(k) Plans
Bull Markets, Asset Allocations, Cash Cushions, & More!
Retirement Age, Paying Tuition, Savings Accounts, & More!
Mullooly Asset Podcast #200! – Tom’s “Black Monday” Story
Credit Card Applications, 529 Plans, Penny Stocks, & More!
Saving For a Home, Nearing Retirement, & Index Funds
Paying Off Debt, Investing Strategies, & the Power of the Internet
Required Minimum Distributions, Selling Bonds, & Old 401(k)’s
The Millennial Episode
Co-Signing Loans, Moving to Cash, Municipal Bonds & More!
Retirement Accounts, Credit Scores, & Home Equity Loans – MAM Podcast 193
MAM 192: Tim & Tom Answer Your Questions
MAM 191: Tim & Tom Take Your Questions
MAM 190: Financial Questions with Tim & Tom
MAM 189: Tim & Tom Answer Your Questions
MAM 188: Tim & Tom’s Mailbag Questions
MAM 187: Tim & Tom Answer Investopedia Questions
MAM 186: Tim & Tom Talk Everything ETF’s
MAM 185: Angelo Fiouris of Altice Media
MAM 184: Tim & Tom Talk DOL Fiduciary Rule
MAM 182 – Will There Be People Involved? – Our Interview with Drew Anlas
MAM 183 – Tim & Tom Talk IPO’s
MAM 181: Never Quit, Even if Homeless – Our Interview with Jessica Baguchinsky
MAM 180: Our Interview with Christopher Gannatti, WisdomTree
MAM 179: DOL – Will the Department of Labor Proposed Regulations Go Through?
MAM 178: Floating Rate Bond Funds – Trading Rate Risk for Credit Risk
Why to Keep a Portfolio Journal
Learning from the Playoff Atmosphere
Lehman Brothers, Seven years later
Trusting a Rules Based Strategy Isn’t Easy
A discussion on Stop orders, Limit orders and Market orders
Relative and Absolute Asset Class Trends Matter
P90x and Factor Diversification
Slow and Steady Beats Not at All
Don’t Let the Status Quo Bias Stop You From Saving More
Fixing the Holes in Your Financial Ship
The Naive Diversification Heuristic in 401k’s
The Sunk Cost Fallacy: Keeping You Wrong
Fighting the Endowment Effect
Recency Bias is Everywhere
Technical Analysis Helps Us Focus on What We Can Control
Is the S&P 500 a Good Portfolio Benchmark?
Dow Jones Industrial Average Celebrates 119th Birthday
Relative Strength Buy Signals
Group Annuity Products: An Expensive Way to Invest
ETFs Continue to Become More Specific
Understanding Peer and Market Relative Strength
Work for Longer or Save More Aggressively?
Not Having a Plan Means Not Knowing Yourself
Roth IRA or Roth 401k?
Term Life Insurance vs. Whole Life Insurance
We Can’t Predict Your Retirement Age
Foundations of Our Strategy: Point and Figure Basics
Maybe You Shouldn’t Be Maxing Out Your 401k (Yet)
Why Increased Job Creation Hasn’t Inspired More Spending
Are You Saving or Investing?
Being Realistic About Time Horizons
Fee-Based Advisors: Working for You or Their Firm?
Why You Need to Ask How Your Advisor is Compensated
Exchange Traded Notes (ETNs): Know What You Own
Bad Things Happen in Negative Trends
Even in Good Years the Market Pulls Back
Even the S&P 500 Changes Holdings
Avoiding Cognitive Biases: The Disposition Effect
High Interest Annuities May Not Work How You Think They Do
Why Load Mutual Funds Don’t Make Sense
Oil Crashing: Just Because of Fracking?
Exchanged Traded Managed Funds Approved by SEC
Consistency is Key When Investing
Stock Market Seasonality
What Does Suze Orman Recommend?
Two Underlying Causes of Bear Markets
Is the Fed “Stealing” from Savers?
Market Update: October 15th 2014
The Current Relative Strength of Small Caps
Relative Strength and Fantasy Football
Nontransparent Active ETFs
Why a Company Would Issue Convertible Bonds
Things to Know about Private Placements
Things to Remember When Buying a Car
The Importance of Retirement Account Beneficiary Forms
Target Date Funds: Does One Size Fit All?
What are Alternative Investments?
Understand the Risks of High Yield Bonds
Are Rising Interest Rates Always Bad for Stocks?
What Does “Low Volatility” Mean?
Defining Small Cap and Mid Cap Stocks
Longevity Annuities in Retirement Plans
How Do Orders to Buy Stock Get Filled?
Differences Between the NYSE and NASDAQ
Equal and Cap Weighted Explained Through Congress
What is a Money Market Fund?
What is P/E Ratio?
What is the Yield Curve?
Understanding C Shares: What You Need to Know
Why Don’t More Folks Use Technical Analysis?
What Happens When an Annuity Owner Dies?
Puerto Rican Municipal Bonds: A Lesson in Debt Securities
Equal Weighted S&P 500 vs Cap Weighted
Is Daily Volume Important to ETFs?
High Frequency Trading
Be Wary of Historical Returns
Making Sure You Don’t Miss Market Run-Ups
Trying to Avoid Another 2008
Need Income Now But Want Long Term Growth
Need More Income: The Search Continues for Investors
ETFs: A General Lack of Knowledge
Under the Boardwalk: Danger and Risks of MLPs
Labor Department Reviewing 401k Brokerage Windows
401k to IRA Rollovers: Recent Media Scrutiny
Dow Jones Industrial Average: Why the Volatility So Far in 2014?
Investing Rules of Mullooly Asset Management
Buying Low Priced Stocks: Cheap For a Reason
How to Buy Expensive Stocks
Bob Farrell’s Investing Rules Part II
Bob Farrell’s Investing Rules
Is the Stock Market at Dangerous Levels? December 2013
How to Get Money Out of Your Old Retirement Plan
How Annuities are Taxed
Tired of Capital Gains Taxes? ETFs are More Tax Efficient
Current Yield vs SEC Yield: Recognize the Difference
What is a Conservative Investor?
Should You Have an Annuity Inside an IRA?
Will I Ever Retire? Many Fear They Won’t
Why Wall Street Rarely Says Sell
Stock Market Myths You Should Stop Believing
What To Do With Your Retirement Account When Leaving a Job
How Diversified is Your Retirement Plan at Work?
Quarterly Rebalancing: Why It’s Unnecessary
Why the Traditional Asset Allocation Model Fails
Emotional Investing: Leave Your Feelings Out of It
How to Know Your Investment Advisor Isn’t the Next Bernie Madoff
Why the Point and Figure Approach is Superior
Be Skeptical of the Financial Media
How to Know When to Get Out of the Stock Market
How Much Commission Do Stock Brokers Make?
Discount Brokers vs Full-Service Brokers: What To Expect
How Do I Transfer My Accounts to Mullooly Asset Management?
Why Knowing What You Spend is Vital to Investing
How Much Money Should Be in My Emergency Fund?
How Much Does an Investment Advisor Cost?
Should I Invest in Bonds?
How Much of My Portfolio Should Be in Bonds?
Getting Out of Student Loan Debt: The Secret You Should Know
Roth IRA Conversion: Why You Don’t Make Too Much to Contribute
Leveraged ETFs: Are They For You?
Why are Bonds Risky?
Why Brokers Sell Mutual Funds
Capital Gains Can Vary from Year to Year in Mutual Funds
Roth IRA’s: How They Differ From Traditional IRA’s
Investment Advisors and Brokers: Know the Differences
Sector-Based Investing: Stop Focusing on the “Hot Stock”
Mutual Funds: Understanding the Cost Involved
Annuities: Understanding the Three Types
401k Accounts: More Options Than You Know About
Dow Jones Sets New Record High: What Does That Mean For Us?
1099 Forms: Answering Questions in the Midst of Tax Season
Mutual Funds and ETFs: What’s the Difference?
Retirement Planning: How to Save a Million Dollars
Age-Based Funds: What You Need to Know Before Investing
529 Plans: Know the Pros and Cons Involved
Financial Planning: Pay Down Debt Without Taking a Loan From Your 401K
Fundamentals of Financial Planning: Saving and Your Retirement Plan
Compound Interest: A Main Component of Financial Planning
Building Blocks of Financial Planning: Saving and Budgets
Short Term Indicators in Point and Figure Charting
Intermediate Term Indicators Used in Point and Figure Charting
Three Long Term Indicators Used in Point and Figure Charting
My Retirement Withdrawals: Will I Outlive My Money
The Power of the Support Line in Point and Figure Charting
Bell Curves and Point and Figure Charting
Bullish Percent Explained: Part of the “Dimmer Switch” Approach
Financial Advisers: What Do They Do?
New York State Deferred Compensation Plan: Taking a Loan
Exchange Traded Funds: More to Know
What Can Exchange Traded Funds (ETF’s) Do For You? – Podcast
The Two Different S&P 500 Indices Podcast
Quantitative Easing (QE3) Announced: Now What?
Is Biotech The Next Sector To Make A Move?
Here’s Why Financial Companies Might Be Rising From The Dead
Investment Advisors and Brokers – Differences – Part II
Investment Advisors and Brokers – Differences – Part I
Retirement Accounts: Selecting the Right Investments
We Can Manage Your 401k Account
Investing In Exchange Traded Funds: Podcast
Facebook IPO: Will This Be a Great Deal or a Bust?
Relative Strength: The Basics
Top-Down vs. Bottom-Up Approach
Santa Claus Rally and 2012 January Effect
Volatility in the Marketplace Podcast
Insider Buying Podcast: One of the Best Indicators?
Market Analysis: Why Dorfman’s 30-30 Club Isn’t That Special
Investment Adviser: Looking For Stocks With A Positive Trend
Market Drop: Could We Have Seen This Coming?
Point and Figure Charts: Japan’s Economic Recovery
Volatility In the Market: Know What to Expect
Current Market Conditions: The Market Is Volatile
Point and Figure Charts Podcast: Current Market Conditions
Relative Strength Podcast: One Of Our Strongest Indicators
Point and Figure Charts: A Podcast Discussion of Stocks You May Own
Point and Figure Charts Podcast: Stocks That May Interest You
Current Stock Prices and Chart Patterns Podcast: February 3, 2011
Investment Advisor Review: A Podcast On Stocks You May Own
Point and Figure Charts Podcast: A Review of Stocks That You May Own
Stock Prices and Chart Patterns Podcast Review
Point and Figure Charts Podcast: A Review of Some Interesting Stocks
Point and Figure Charts: Johnson and Johnson, Goldman Sachs Reviewed
Point and Figure Charts Podcast: H&R Block Reviewed
Stock Prices and Chart Patterns 5: Review of Stocks You May Own
Point and Figure Charts: Ford Motor and General Motors Reviewed
Point and Figure Charts Podcast 4: A Review of Stocks That You May Own
Point and Figure Charts 3: A Podcast Reviewing Some Stocks You May Own
Point and Figure Charts: A Podcast Discussion
Point and Figure Charts 2: A Podcast Discussion of Stocks You May Own
Point and Figure Charts: Podcast Review of Several Stocks You May Own