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Living With Money
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Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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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 fi ...…
 
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 ...…
 
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 ...…
 
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 b ...…
 
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 ...…
 
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.
 
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 t ...…
 
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!…
 
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 ...…
 
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, ...…
 
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 conve ...…
 
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 retu ...…
 
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 ...…
 
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 ...…
 
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 lon ...…
 
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 ...…
 
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 th ...…
 
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 ...…
 
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 dow ...…
 
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 edu ...…
 
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 an ...…
 
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 f ...…
 
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 ...…
 
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 o ...…
 
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 tr ...…
 
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 servin ...…
 
In Ep. 65, Tim welcomes Peter Lazaroff back to the podcast. They last talked in Ep. 35, and this time they focus on Peter's recently released book "Making Money Simple". Peter lays out three crucial elements of financial success, important questions to ask when looking for a financial professional, and much more! The book was released on April ...…
 
In Ep. 064, Tim talks with Stephen Nelson. Stephen is a CFP and writes a fantastic financial blog called 'Per Diem'. They discuss how Stephen's background in sports has helped him create extremely relatable financial content. They talk about how sports like basketball can help explain concepts like diversification and asset allocation, some imp ...…
 
In Ep. 63 Pt. 2, Tim answers a few questions that were left un-asked last week. We had some great questions that got cut for time last week, so Casey steps in to ask Tim about how he creates content that is easy for everyone to understand, why money is such a taboo subject, and what the best piece of advice he's ever received is.…
 
In Ep. 63, the interviewer becomes the interviewee. Tom interviews Tim in this episode about his role at Mullooly Asset Management, how Living With Money got started, what he's learned through years of podcasting and being an investment advisor, and some important lessons he learned earlier in life back in high school and college.…
 
In Ep. 62, Tim talks with John Lanza. John is the creator of The Money Mammals program and the author of the book The Art of Allowance. They discuss how the program gets children excited about learning money smarts at a very young age. The book outlines for parents how to address allowance with their children. They discuss the right age to begi ...…
 
In Ep. 61, Tim talks with Andrew Rose - CEO and President of Compare.com. Compare.com allows users to actively compare car insurance policies and find the very best deal. They talk about pros and cons of choosing a larger firm like Geico/Progressive, or a smaller firm, how firms determine their rates, why men typically pay more for car insuranc ...…
 
Ep. 60 is a very special episode. It marks the one-year anniversary of when Tim's younger brother, Casey Mullooly, as diagnosed with Chronic Myeloid Leukemia (CML). Casey has recently started his own website 'All Things Are One' to continue posting blogs about his realizations and tribulations with CML. This episode touches on past posts from C ...…
 
In Ep. 59, Tim talks with Blair duQuesnay. Blair is an investment advisor representative for Ritholtz Wealth Management. They discuss Blair's controversial New York Times op-ed 'Consider Firing Your Male Broker', and her feelings on how to increase the number of female advisors in the profession. They also discuss Blair's thoughts on the annuit ...…
 
In Ep. 58, Tim talks with Ryan Kirlin. Ryan is the head of capital markets for Alpha Architect. During the episode, Ryan explains what an exchange traded fund, or ETF, is, the pros and cons of investing in ETFs instead of mutual funds and individual stocks, some of the common myths about ETF investing, and how he's seen the ETF industry grow an ...…
 
In Ep. 57, Tim talks with Tanja Hester. Tanja is the creator of the Our Next Life blog, and the author of the recently released book 'Work Optional: Retire Early the Non-Penny-Pinching Way'. They talk about how Tanja's book outlines ways for people of all living situations to retire early and spend more time doing what they love. Tanja debunks ...…
 
In Ep. 056, Tim talks with Sam Reyes. Sam is creator of the Out of Office blog where she helps readers balance their full time careers along with their desire to travel the world. They talk about ways to find cheap flights, the benefits of traveling solo, how to find good efficient gear to travel with, how to find the right locations for you, a ...…
 
In Ep. 055, Tim interviews Tony Bradshaw. Tony is the author of the recently released book 'The Millionaire Choice'. The book hit shelves in late 2018 and helps let readers know that they too can become millionaires regardless of their background in life. Tony talks about making conscious choices and planning along the way to get to your goals, ...…
 
In Ep. 54, Tim talks with Ryan Wright, founder and CEO of Do Hard Money. Ryan talks about why flipping houses is SIMPLE, but not EASY, and definitely not as easy as it looks on HGTV! They also discuss how real estate investing fits into a person's portfolio, why real estate agents should consider becoming investors, what makes a property a good ...…
 
In Ep. 053, Tim talks with Ali Gray and Jessica Venables - two sisters who have created the health and wellness community Your Best You! In just over two years, Your Best You has grown into the thousands and is all about preaching positivity and helping members reach their fitness, financial, and overall life goals.…
 
In Ep. 052, Tim talks with Chris Hogan. As seen on The Rachael Ray Show, Fox & Friends, CNBC's Closing Bell, and more Chris is a financial coach with Dave Ramsey and has a new book Everyday Millionaires that just hit stores January 7th! They discuss how the book debunks certain myths and stigmas about millionaires, and how the American dream is ...…
 
In Ep. 051, we continue our round-up of the 'best of the best' answers from 2018. This episode features answers from Ep. 25-49! 2018 was a truly special year for us at Living With Money, and we hope you have enjoyed this walk down memory lane as we recap the year. Stay tuned for our schedule of episodes to come in 2019 starting next week!…
 
In Ep. 050 of Living With Money, Tim wraps up 2018. The first year of Living With Money was spectacular, and we wanted to take a minute and thank anybody who has listened to our episodes, or contributed to the podcast in any way. We are extremely excited for 2019, but first we wanted to look back at the year that was. The next two episodes will ...…
 
In Ep. 049, Tim talks with Jason Lina. Jason is a CFA, CFP, and a lead advisor for Resource Planning Group. They touch on a number of different hot button issues in personal finance like when to take Social Security, how to properly save for college, dispells some myths about bond investing, and much more!…
 
In Ep. 048, Tim talks with Ashley Feinstein Gerstley. Ashley runs the website, The Fiscal Femme, and is the author of the upcoming book The 30-Day Money Cleanse. They talk about how the book helps readers step-by-step reboot their financial habits during the 30-day span. They also discuss healthy ways for couples to handle their finances togeth ...…
 
In Ep. 047, Tim talks with America's Money Answers Man - Jordan Goodman. Jordan has had a long, successful career as a financial journalist, he has had his own national radio show since 2007, authored 14 books, and offers Living With Money listeners hands on, actionable advice to save them thousands of dollars. They discuss mortgage equity opti ...…
 
In Ep. 046, Tim talks with Meg Brunson. Meg is the founder of EIEIO Marketing, and an entrepreneur/digital influencer. Meg left a job at Facebook to start her own marketing firm helping businesses successfully market their products and services on Facebook! They talk about how to properly utilize Facebook ads, and some of the best ways to get t ...…
 
In Ep. 045, Tim talks with Jeanette Pavini. Jeanette is a 2x Emmy-winning consumer and investigative reporter, and the national spokeperson of Coupons.com. They talk about ways to make the most of your money shopping this holiday season, and ways to start saving money even during the holidays. They talk about the benefits of coupons, and how te ...…
 
In Ep. 044, we welcome Conor Richardson back to the podcast. Conor was the guest in Ep. 019, and in this episode we take a deep dive into his upcoming book 'Millennial Money Makeover' - due out Jan. 1, 2019. We talk about student loan debt, buying your first home, living the "rich life", and how Millennials can take an active role in getting th ...…
 
In Ep. 043, Tim talks with Lorraine Ell. Lorraine is the CEO of Better Money Decisions and the author of the recently released book 'Bozos, Monsters, and Whizbangs'. They talk about Lorraine's journey around the world and how it shaped her views of people and finance, as well as her firm beliefs in the benefits of working with a fiduciary advis ...…
 
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