Episodi
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In Ep. 115, Tim interviews Henry Daas. Henry is an entrepreneur, a business coach, and the author of FQ: Financial Intelligence. Henry offers insight for small business owners to help them weather the storm of the coronavirus. He also reminds listeners of personal finance areas not to overlook during tough times. He shares personal money lessons learned the hard way, the importance of having a unique vision for your business, and more!
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In Ep. 114, Tim addresses the question of making a game plan moving forward in these challenging financial times. He clips in a conversation from the Mullooly Asset Podcast between himself, Tom, and Brendan where they discuss questions from clients, messages relayed to clients, their feelings as advisors during this time, and what people should consider when making decisions regarding their investments in this environment.
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Episodi mancanti?
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In Ep. 113, Tim addresses concerns surrounding the coronavirus. He emphasizes the importance of having, and sticking with, your financial plan during times like this. He talks about why this is a perfect example of the need to have an emergency fund, and to keep it SAFE when times are good. You never know what's going to happen. He also shares insights about how, as humans, we can all get through this together.
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In Ep. 112, Tim talks with Stephanie Bousley - author of the upcoming book "Buy the Avocado Toast: A Guide to Crushing Student Debt, Making More $$$, & Living Your Best Life". They discuss Stephanie's journey with student debt, how she paid it down using unconventional methods, and how the book helps readers do the same. They also discuss the intertwined nature of someone's self-worth and net worth, and how they can work on improving both at the same time!
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In Ep. 111, Tim talks with Bryan Hasling. Bryan is a CFP, and a financial planner at JW Harrison. Bryan also blogs over at MillennialPlanners.com, and they discuss how Bryan got started in the financial planning industry, the importance of the CFP designation, and much more. They talk about how financial planning firms can retain their young employees and grow even bigger, and how identifying client needs is paramount to retaining your clients for the long-term.
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In Ep. 110, Conor Richardson joins the show once again making him the first 3-time guest on the show. We briefly talk about his book, Millennial Money Makeover, and also discuss a report published by the US Government Accountability Office that outlines the difficult financial landscape Millennials have entered. We talk about how Millennials can navigate this landscape and still have their chance at living the American dream!
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In Ep. 109, Tim's brother Brendan Mullooly joins the podcast for the second time. Brendan is a CFP at Mullooly Asset Management, building financial plans and investment portfolios for clients. He also blogs over at Your Brain On Stocks about different behavioral biases we all have in regards to finance, and ties them in to our every day lives. Brendan sheds light on a few of these biases in ways everyone can understand.
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In Ep. 108, Tim talks to those, like him, getting ready for their 10-year high school reunion. Being 27-28 years old is an extremely interesting and important time financially for people. He talks about ways to get your financial life on track if needed, and what some financial scenarios Millennials are going through at this age. The episode wraps up with great advice for younger investors from past guests of the show.
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In Ep. 107, Tim interviews Ande Frazier - CEO of myWorth LLC, and author of the upcoming book "Fin(anci)ally Free: 11 Conversations to Have With Yourself About Life, Money, and Worth". They talk about Ande's mission to fix the way financial media speaks to women about their finances, and how the book is meant to start conversations about WHY we have the financial habits and goals we do. She also talks about how improving women's sense of self-worth can improve their financial situation and more!
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In Ep. 106, Tim talks with Dr. Jeff Anzalone. Jeff is a full-time periodontist and the creator of the website and blog "Debt Free Doctor". Jeff helps other doctors, and those in the medical field, manage and dig their way out of debt. He also provides valuable information about real estate investing, specifically apartment syndication investing, and other forms of passive income. Enjoy!
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In Ep. 105, Tom walks the listeners through a letter from his accountant. The letter lays out tips for how to get your 2019 taxes done in a timely, simple fashion. There have been a handful of changes to the tax code over the last few years, so it's important to stay up to date. The letter also illustrates how to make your tax preparer's life easier by having everything organized. Enjoy!
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In Ep. 104, Tim and Tom discuss the SECURE Act and the number of changes it's going to have on your retirement plans. They discuss the changes to the Stretch IRA, changes to contribution age restrictions and RMD age requirements in IRA's, as well as some changes the SECURE Act made to 529 plans. If you have a 401(k), IRA, or plan to in the future - tune in to this episode!
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In Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot! He breaks down how to evaluate last year's budget and make adjustments, how to tweak your savings habits, how to evaluate your goals and investments as well. Timely and valuable information in this episode for everyone!
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In Ep. 102, Tim talks with Tina Hay. Tina is the founder and CEO of Napkin Finance, and the author of the recently released book "Napkin Finance: Build Your Wealth in 30 Seconds or Less". The book was released this past Monday, December 30th, 2019. They discuss how the illustrations help visually display the important personal finance topics and how it helps reinforce the material. Be sure to check out the book today!
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In Ep. 101, Tim interviews Daniel Ameduri. Daniel is the co-founder of FutureMoneyTrends.com and the author of the recently released book "Don't Save For Retirement: A Millennial's Guide to Financial Freedom". They discuss the book and how it addresses where Millennials SHOULD be saving money if they aren't saving for traditional retirement. They talk about the differences in generations financially, re-thinking the term 'wealth', and finding a passion for how you bring in income. Enjoy!
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We've made it to Episode 100! In this episode, Tim outlines where we started, what we've covered, and where we've been over the first 99 episodes! Starting back to the initial message of podcast, have we delivered? He talks about the highs and lows of the show, what it takes to put on a weekly podcast, shares some numbers with the audience and breaks down some of the most touched on points throughout the show about entrepreneurship, budgeting, investing, retirement and more!
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In Ep. 99, Tim talks with Michele Cagan. Michele is a CPA, financial mentor, and an author of several books talking about accounting, investing, budgeting and more! This week we talk to Michele about her upcoming book "Retirement 101" and the different questions about retirement it helps readers answer. We talk about different retirement accounts, Social Security, retirement goals, retirement location and more!
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In Ep. 98, Tim talks with Maureen Wright from Huber Financial. Maureen is a financial advisor and blogs on her site called The Financial Fashion Planner. They discuss Maureen's work as an advisor, as well as her ability to fuse personal finance lessons with fashion planning on her blog. They talk about using credit cards around the holidays, what Millennials should look for in an advisor, and the financial planning lessons Maureen learned from getting her first puppy. Enjoy!
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In Ep. 97, Tim talks with Chris Mamula, author of the recently released book Choose FI: Your Blueprint to Financial Independence. They discuss Chris' personal journey with financial independence and how the book helps readers approach the different stages of financial independence. They talk about the things the media gets wrong about FI, and what some of the key components are to a successful financially independent lifestyle.
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In Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill's time in the army, and how he transitioned into his career in finance. They also talk about how Bill is working with organizations on Wall Street to help veterans get jobs when they come back from duty. They talk about the importance of asset location when constructing your portfolio, the key points to know when starting your investing career, and what exactly happened to some folks tax refunds in 2018.
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