Best Tim Mullooly Podcasts (2024)

1
115 - Henry Daas - FQ: Financial Intelligence 40:46

4y ago40:46

40:46

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 le…

1
114 - What's Your Game Plan? 29:25

4y ago29:25

29:25

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 con…

1
113 - Emergency Plans: Coronavirus Edition 31:07

4y ago31:07

31:07

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 insi…

1
112 - Stephanie Bousley - Buy the Avocado Toast 50:04

4y ago50:04

50:04

By Tim Mullooly

1
111 - Bryan Hasling, CFP® - Millennial Planners 48:50

4y ago48:50

48:50

By Tim Mullooly

1
110 - Conor Richardson, CPA - The Millennial Financial Landscape 35:14

4y ago35:14

35:14

By Tim Mullooly

1
109 - Brendan Mullooly, CFP® - Your Brain On Stocks 38:42

4y ago38:42

38:42

By Tim Mullooly

1
108 - The 10-Year High School Reunion Episode 31:46

4y ago31:46

31:46

By Tim Mullooly

1
107 - Ande Frazier - Financially Free 41:41

4y ago41:41

41:41

By Tim Mullooly

1
106 - Dr. Jeff Anzalone - Debt Free Doctor 36:27

4y ago36:27

36:27

By Tim Mullooly

1
105 - 2019 Tax Tips 21:09

4+ y ago21:09

21:09

By Tim Mullooly

1
104 - Changes to Your Retirement Plan 32:16

4+ y ago32:16

32:16

By Tim Mullooly

1
Financial Planning for 2020 26:26

4+ y ago26:26

26:26

By Tim Mullooly

1
102 - Tina Hay - Napkin Finance 29:15

4+ y ago29:15

29:15

By Tim Mullooly

1
101 - Daniel Ameduri - Don't Save For Retirement 41:47

4+ y ago41:47

41:47

By Tim Mullooly

1
100 - Ep. 100 of Living With Money! 34:09

4+ y ago34:09

34:09

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 brea…

1
099 - Michele Cagan, CPA - Retirement 101 39:46

4+ y ago39:46

39:46

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, …

1
098 - Maureen Wright - Huber Financial 43:24

4+ y ago43:24

43:24

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 M…

1
097 - Chris Mamula - Choose FI: Your Blueprint to Financial Independence 35:15

4+ y ago35:15

35:15

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 …

1
096 - Bill Sweet - Ritholtz Wealth Management 52:27

4+ y ago52:27

52:27

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 c…

1
095 - The Best Pieces of Advice 23:19

4+ y ago23:19

23:19

In Ep. 95, Tim recaps some of the best pieces of advice from the podcast. Most interviews wrap up with Tim asking the guest to share the best piece of advice they've received. With the holidays right around the corner, it's the season of giving, what better gift to give than the gift of free advice! Enjoy these wonderful nuggets of wisdom from our …

1
094 - Scott & Bethany Palmer - The Money Couple 37:52

4+ y ago37:52

37:52

In Ep. 94, Tim talks with Scott & Bethany Palmer - The Money Couple! They talk about why money creates such big issues for people in their relationships, and how they can begin to work through them. Scott and Bethany have created the 5 Money Personalities, and they describe each personality, and how people can use these personalities to learn and a…

1
093 - Ben Johnson - Morningstar 45:52

4+ y ago45:52

45:52

In Ep. 93, Tim talks with Ben Johnson - Director of Global ETF Research at Morningstar. They talk about a lot of recent trends in the industry like commission-free trading, non-transparent ETFs, fee compression in different investments, managing both behavioral risks and market risks, and more! Enjoy!…

1
092 - Travis Hornsby - Student Loan Planner 41:51

4+ y ago41:51

41:51

In Ep. 92, Tim talks with Travis Hornsby from Student Loan Planner. They talk about how his company helps individuals with significant student loan debt make plans to get out of debt and manage their payments. They also discuss how people can use student loans to achieve financial independence and the effects student loan debt can have on your ment…

1
091 - Michael Policar - Fifteen Minute Financial Advisor 46:28

4+ y ago46:28

46:28

In Ep. 91, Tim interviews Michael Policar. Mike is the host of the Fifteen Minute Financial Advisor podcast and a wealth manager at Hightower Bellevue. They talk about the success of Mike's podcast, his desire to educate both his clients and podcast listeners in the world of personal finance, and more! They also discuss what it means to be a fiduci…

1
090 - Jeremy Walter - Fident Financial 52:20

4+ y ago52:20

52:20

In Ep. 90, Tim talks with Jeremy Walter. Jeremy is a CFP, founder of Fident Financial, and runs the blog Calibrating Capital. They discuss Jeremy's core beliefs about financial planning and how he helps clients identify their values in life and what's most important to them. They also talk about how Jeremy helps clients balance living your life tod…

1
089 - Karen Cordaway - The Everyday Bucket List Book 36:24

4+ y ago36:24

36:24

In Ep. 89, Tim interviews Karen Cordaway. Karen is the author of the recently released book 'The Everyday Bucket List Book: 10 Steps to Bringing More Exciting Experiences to Everyday Life'. They discuss how the book gives a refreshing take on budgeting by changing the perspective of the individual to see their budget as a way to accomplish all of t…

1
088 - Cary Siegel - Why Didn't They Teach Me This in School? 38:48

4+ y ago38:48

38:48

In Ep. 88, Tim talks with Cary Siegel. Cary is the author of the book 'Why Didn't They Teach Me This In School? 99 Money Management Tips to Live By'. They discuss what made Cary write the book, his beliefs on educating kids on proper money management from a young age, and some of Cary's favorite, somewhat unconventional tips in the book. This book …

1
087 - Will Forero, Esq. - The Law Offices of Edmond J. Pryor 39:11

4+ y ago39:11

39:11

In Ep. 87, Tim talks with his good friend Will Forero. Will is an attorney at The Law Offices of Edmond J. Pryor in the Bronx. They discuss what it's like working as a personal injury attorney, debunking some of the negative stereotypes surrounding personal injury cases, marketing yourself as an attorney, and a very important case for the firm deal…

1
086 - The Best of Summer 2019 Pt. 2 27:49

4+ y ago27:49

27:49

In Ep. 86, we continue our look-back on some of the best answers on the podcast from the Summer of 2019. This week we have questions and answers talking about FIRE, attracting more women to the advisory business, the best parts of family businesses and owning your own shop and more! Enjoy!By Tim Mullooly

1
085 - The Best of Summer 2019 Pt. 1 23:21

4+ y ago23:21

23:21

On this week's episode, we catch you up on some of the best answers you might have missed on your summer vacation! If you've taken the past few months off from worrying about your finances, soaked up some sun, and enjoyed the summer - we've got you covered! This week and next week we will be recapping some of the best answers from the podcast that …

1
084 - The Biggest Planning Mistakes Every Generation Makes 26:27

4+ y ago26:27

26:27

In Ep. 84, Tim talks with Tom about some major financial planning mistakes people make during different stages of their life. They each share their top two mistakes for people in their 20's just getting started, people in their 40's with an established career and a family, and people in their 60's nearing retirement. Enjoy!…

1
083 - The Power of Planning for Millennials 40:09

4+ y ago40:09

40:09

In Ep. 83 Tim talks about the power of planning for Millennials. He talks about life planning, setting goals, and how to approach big life events in your mid-to-late 20's. Setting yourself up on the right track early in life is one of the smartest decisions a person can make. He also talks with his brothers Brendan and Casey about how THEY view goa…

1
082 - Dr. Brad Klontz - Your Mental Wealth 37:33

4+ y ago37:33

37:33

In Ep. 82, Tim talks with Dr. Brad Klontz. Brad is a financial psychologist, a certified financial planner, author of five books, a professor at Creighton University and more! They talk about the close ties between money and emotions, and why humans are wired to make sometimes irrational decisions. They also talk about negative money mindsets, self…

1
081 - Justin Castelli - You Are Your Brand 1:00:34

4+ y ago1:00:34

1:00:34

In Ep. 81, Justin Castelli returns to the podcast to talk about the value of creating content. Justin talks about how he plans to help financial advisors build their personal brand by utilizing blogs, videos, podcasts and more. They discuss the importance of finding your voice, being authentic, and speaking directly to your audience. This conversat…

1
080 - Tom Mullooly - Mullooly Asset Management 53:58

4+ y ago53:58

53:58

In Ep. 80, Tim talks with his dad, CEO of Mullooly Asset Management, Tom Mullooly. They discuss the beginnings of the firm back in 2002, why he decided to start it as a fee-only RIA, and what his career was like in the brokerage industry before that. They also discuss posts from Tom's blog The Human Advisor about the Fed, inflation, market returns,…

1
079 - Guy Iacono - Minding Your Mind 44:36

5y ago44:36

44:36

We talk a lot of financial health and well being on this show, but today we focus on a bigger, more important issue - mental health. Guy Iacono is a licensed psychotherapist, and NJ regional director of Minding Your Mind, a non-profit organization whose mission is to reduce the stigma surrounding mental health. Guy talks about the impact MYM's work…

1
078 - Kerry Hannon - Never Too Old to Get Rich 41:53

5y ago41:53

41:53

In Ep. 78, Tim talks with author Kerry Hannon. Kerry has written a dozen books over the span of her career, but today they focus on her most recently released book "Never Too Old to Get Rich". Kerry talks about how the largest growing demographic for entrepreneurs starting their own businesses is people in their 50's and older. They discuss why old…

1
077 - Chris Smith - I Am Net Worthy 52:19

5y ago52:19

52:19

In Ep. 77, Tim interviews Chris Smith. Chris is the author of the book I Am Net Worthy, and creator of the website by the same name! They discuss Chris' views on helping younger individuals find financial independence. They talk about topics ranging from getting started in your career to buying a car, to buying a home, and investing for the long te…

1
076 - Cameron Huddleston - Mom & Dad: We Need to Talk 41:27

5y ago41:27

41:27

In Ep. 76, Tim interviews award-winning financial journalist and author Cameron Huddleston. They discuss Cameron's new book "Mom & Dad: We Need to Talk - How to Have Essential Conversations with Your Parents About Their Finances". Cameron offers some useful conversation starters, things NOT to say, and more. They also discuss why it's important to …

1
075 - Dina Isola - Ritholtz Wealth Management 51:39

5y ago51:39

51:39

In Ep. 75, Tim talks with Dina Isola from Ritholtz Wealth Management. Dina talks about how she got started in the advisory business, what it was like making the move to Ritholtz, and all about her work dealing with improving the 403(b) system for teachers. Dina explains why the current state of many 403(b) plans is harmful to teachers across the co…

1
074 - Nina O'Neal - Female Advisor Network 56:38

5y ago56:38

56:38

In Ep. 74, Tim talks with Nina O'Neal. Nina is a partner and investment advisor at Archer Investment Management, as well as the founder of the Female Advisor Network. They talk about Nina's work as an advisor, as well as the launch of the Female Advisor Network earlier this year. Nina talks about why she wanted to a place to connect and empower oth…

1
073 - Wes Gray, PhD - Alpha Architect 46:52

5y ago46:52

46:52

In Ep. 73, Tim talks with CEO of Alpha Architect - Wes Gray. Wes tells the story of getting his PhD at the University of Chicago studying under the Nobel Prize winners Eugene Fama and Richard Thaler. He talks about his time as a Marine in Iraq from 2004-2008, how he started Alpha Architect, what they do for clients today and more! He breaks down th…

1
072 - Tyrone Jackson - The Wealthy Investor 36:48

5y ago36:48

36:48

In Ep. 72, Tim interviews creator of The Wealthy Investor, Tyrone Jackson. They discuss how Tyrone helps individuals change their money mindset, and learn how to make money in the stock market - whether it's over the short-term or long-term. Tyrone also talks about the overall mission of his program, and the motivation he has for wanting to educate…

1
071 - Taylor Schulte - Define Financial 44:05

5y ago44:05

44:05

In Ep. 71, Tim interviews fellow podcast host, CFP, and CEO of Define Financial - Taylor Schulte. They discuss why Taylor started his own firm, the importance of the fiduciary standard, and questions to ask when hiring a new advisor. They also discuss Taylor's two podcasts and talk about some marketing tools that can help small businesses in any in…

1
070 - Fervent Finance - FIRE, Podcasting & Personal Finance 48:19

5y ago48:19

48:19

In Ep. 70, Tim talks with Kevin from Fervent Finance. They discuss Kevin's career as a CPA and CFP, as well as his podcast Reversion to the Mean. They also discuss the FIRE movement, and how it's not as black and white as the media portrays it sometimes. They wrap up by talking about Kevin's blog posts concerning buying a home, parents having finan…

1
069 - Tyrone Ross Jr. - Cryptocurrency 101 & Financial Inclusion 1:06:38

5y ago1:06:38

1:06:38

In Ep. 69, Tim talks with Tyrone Ross Jr. They introduce the topic of cryptocurrency to the podcast in words that everybody can understand. They also talk about removing the layer of exclusivity Wall Street seems to have, and increase financial inclusion to everybody! They continue a prior discussion Tyrone had about diversity in the financial serv…

1
068 - Jeff Ptak - Morningstar 38:06

5y ago38:06

38:06

In Ep. 68, Tim talks with Jeff Ptak - Global Director of Manager Research for Morningstar. They discuss some of Morningstar's research and which piece Jeff personally finds the most interesting. They also talk about some of Jeff's blog posts covering topics like asset location, reasons to move on from a mutual fund, the effect fees are having on th…

1
067 - Bola Sokunbi - Clever Girl Finance 40:30

5y ago40:30

40:30

In Ep. 67, Tim talks with CEO and founder of Clever Girl Finance - Bola Sokunbi. Bola talks about her upcoming book (due out June 25th) 'Clever Girl Finance: Ditch Debt, Save Money, and Build Real Wealth. She also tells us why she started Clever Girl Finance to help empower and educate women about their personal finances in a financial world tradit…

1
066 - Brent Beshore - adventur.es 42:11

5y ago42:11

42:11

In Ep. 66 of the show, Tim talks with Brent Beshore. Brent is the CEO and founder of adventur.es - a private equity firm that partners with primarily family-owned businesses to provide a good long-term home for the company. They discuss some of the firm's philosophies, their "no asshole" policy, and some of Brent's personal beliefs about serving ot…

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