Shows
Living With MoneyHenry Daas - FQ: Financial IntelligenceIn 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!
2020-04-0240 min
Living With MoneyWhat's Your Game Plan?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.
2020-03-2629 min
Living With MoneyEmergency Plans: Coronavirus EditionIn 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.
2020-03-1931 min
Living With MoneyStephanie Bousley - Buy the Avocado ToastIn 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!
2020-03-1250 min
Living With MoneyBryan Hasling, CFP® - Millennial PlannersIn 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.
2020-03-0548 min
Living With MoneyBrendan Mullooly, CFP® - Your Brain On StocksIn 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.
2020-02-2038 min
Living With MoneyThe 10-Year High School Reunion EpisodeIn 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.
2020-02-1331 min
Living With MoneyAnde Frazier - Financially FreeIn 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!
2020-02-0641 min
Living With MoneyDr. Jeff AnzaloneIn 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!
2020-01-3036 min
Living With MoneyChanges to Your Retirement PlanIn 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!
2020-01-1632 min
Living With MoneyFinancial Planning for 2020In 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!
2020-01-0926 min
Living With MoneyTina Hay - Napkin FinanceIn 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!
2020-01-0229 min
Living With MoneyDaniel Ameduri - Don't Save For RetirementIn 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!
2019-12-2641 min
Living With MoneyEpisode 100We'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!
2019-12-1934 min
Living With MoneyMichele Cagan, CPA - Retirement 101In 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!
2019-12-1239 min
Living With MoneyMaureen Wright - Huber FinancialIn 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!
2019-12-0543 min
Living With MoneyChris Mamula - Choose FI: Your Blueprint to Financial IndependenceIn 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.
2019-11-2735 min
Living With MoneyBill Sweet - Ritholtz Wealth ManagementIn 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.
2019-11-2152 min
Living With MoneyThe Best Pieces of AdviceIn 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 guests, and be sure to pass them on to anyone in need!
2019-11-1423 min
Living With MoneyScott & Bethany Palmer - The Money CoupleIn 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 adapt along with their partners.
2019-11-0737 min
Living With MoneyBen Johnson - MorningstarIn 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!
2019-10-3145 min
Living With MoneyTravis Hornsby - Student Loan PlannerIn 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 mental health. Enjoy!
2019-10-2441 min
Living With MoneyMichael Policar - Fifteen Minute Financial AdvisorIn 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 fiduciary, and some common personal finance tips that everybody needs to hear. Enjoy!
2019-10-1746 min
Living With MoneyJeremy Walter - Fident FinancialIn 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 today versus saving for the future and much more!
2019-10-1052 min
Living With MoneyKaren CordawayIn 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 the fun activities on their bucket list - both long term and short term. They discuss the need for planning, the importance of reflecting on accomplishments and more! Enjoy.
2019-10-0336 min
Living With MoneyCary Siegel - Why Didn't They Teach Me This In SchoolIn 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 is designed to help readers take action and slowly, but surely, get their financial life on track.
2019-09-2638 min
Living With MoneyWill Forero, Esq. - The Law Offices of Edmond J. PryorIn 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 dealing with the new Child Victims Act. Enjoy!
2019-09-1939 min
Living With MoneyThe Biggest Planning Mistakes Every Generation MakesIn 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!
2019-08-2926 min
Living With MoneyThe Power of Planning for MillennialsIn 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 goal-setting and life planning since one of the main messages of the episode is that everybody is going to plan differently.
2019-08-2240 min
Living With MoneyDr. Brad Klontz - Your Mental WealthIn 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-sabotaging financial practices, and whether or not money can buy you happiness.
2019-08-1537 min
Living With MoneyTom Mullooly - Mullooly Asset ManagementIn 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, and more! Tons of great wisdom from Tom from his 30+ year career in the business.
2019-08-0153 min
Living With MoneyKerry Hannon - Never Too Old to Get RichIn 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 older entrepreneurs are finding success, and some of the helpful tips Kerry has for successfully launching your own business later on in life.
2019-07-1841 min
Living With MoneyChris Smith - I Am Net WorthyIn 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 term. Chris spells it all out in words everyone can understand!
2019-07-1152 min
Living With MoneyCameron Huddleston - Mom & Dad: We Need to TalkIn 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 have everything in place BEFORE things take a turn for the worst.
2019-07-0441 min
Living With MoneyDina Isola - Ritholtz Wealth ManagementIn 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 country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what that means for investors.
2019-06-2751 min
Living With MoneyNina O'Neal - Female Advisor NetworkIn 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 other female advisors and encourage more women to join the field. They also discuss the balancing act of being a working parent, and much more!
2019-06-2056 minLiving With MoneyWes Gray, PhD - Alpha ArchitectIn 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 the value and momentum investing factors and discusses the benefits of the ETF.
2019-06-1346 min
Living With MoneyTyrone Jackson - The Wealthy InvestorIn 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 as many individuals as possible.
2019-06-0636 min
Living With MoneyTaylor Schulte - Define FinancialIn 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 industry. They finish up by talking about being authentic with your content, and a few personal finance topics.
2019-05-3044 min
Living With MoneyFervent Finance - FIRE, Podcasting & Personal FinanceIn 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 financial conversations with their kids, and more!
2019-05-2348 min
Living With MoneyTyrone Ross Jr. - Cryptocurrency 101 & Financial InclusionIn 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 services industry and much more!
2019-05-161h 06
Living With MoneyJeff Ptak - MorningstarIn 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 the industry and more!
2019-05-0938 min
Living With MoneyBola Sokunbi - Clever Girl FinanceIn 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 traditionally geared towards men.
2019-05-0240 min
Living With MoneyBrent Beshore - adventur.esIn 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 others. Brent likes to view people as the ends instead of the means, and not the other way around. They discuss Brent's new book "The Messy Marketplace" and so much more!
2019-04-2542 min
Living With MoneyPeter Lazaroff - Making Money SimpleIn 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 2nd and has been getting rave reviews. Be sure to grab a copy after listening to this episode!
2019-04-1837 min
Living With MoneyStephen NelsonIn 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 important lessons Stephen learned on and off the field, and much more!
2019-04-1138 min
Living With MoneyTim Mullooly Pt. 2 - Living With MoneyIn 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.
2019-04-0417 min
Living With MoneyTim Mullooly - Living With MoneyIn 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.
2019-03-2835 min
Living With MoneyJohn Lanza - The Money MammalsIn 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 begin talking to kids about money, the core building blocks of learning about money, proper ways to incentivize allowance, and much more!
2019-03-2145 min
Living With MoneyAndrew Rose - Compare.comIn 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 insurance, and more! Compare.com empowers you to potentially save loads of money in a matter of minutes.
2019-03-1438 min
Living With MoneyCasey Mullooly - All Things Are OneEp. 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 Casey and looks back on the things he's learned over the last year.
2019-03-0741 min
Living With MoneyBlair duQuesnay - Ritholtz Wealth ManagementIn 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 annuity business, insurance commissions, and some potential changes to the system to encourage more people to save money for retirement. Blair outlines what is priority #1 on the list of things to change in the financial services industry, and more!
2019-02-2837 min
Living With MoneyRyan Kirlin - Alpha ArchitectIn 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 and develop over the span of his career. We also discuss Ryan's dislike for the term Smart Beta and more!
2019-02-2151 min
Living With MoneyTanja Hester - Work Optional: Retire Early the Non-Penny-Pinching WayIn 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 a few myths about the early retirement/FIRE movement, and how this lifestyle isn't just for the extremely frugal. Tanja talks about her experience retiring early, and how others can achieve their financial and non-financial goals too!
2019-02-1435 min
Living With MoneySam Reyes - The Out of Office BlogIn 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, and more! Enjoy!
2019-02-0742 minLiving With MoneyTony Bradshaw - The Millionaire ChoiceIn 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, and why it's important to change your financial mindset. Enjoy!
2019-01-3139 min
Living With MoneyRyan Wright - Do Hard MoneyIn 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 candidate for flipping, getting short sales approved & more!
2019-01-2442 min
Living With MoneyAli Gray & Jessica Venables - Your Best YouIn 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.
2019-01-1745 min
Living With MoneyChris Hogan - Everyday MillionairesIn 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 alive and available for the taking. Using the largest study of net-worth millionaires ever conducted, Chris outlines how anybody can become a millionaire!
2019-01-1032 min
Living With MoneyThe Best of 2018: Pt 1In 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 be a round-up of the best answers we've had on the podcast so far. This week's episode, Part 1, will feature answers from episodes 1-24. Next week will be a continuation of that with the...
2018-12-2737 min
Living With MoneyJason Lina - Resource Planning GroupIn 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!
2018-12-2040 min
Living With MoneyAshley Feinstein Gerstley - The 30-Day Money CleanseIn 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 together, and much more!
2018-12-1339 min
Living With MoneyJordan Goodman - America's Money Answers ManIn 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 optimization, the Heroes Come First Program, verifying your mortgage payments, refinancing car loans and student loans, improving your credit score, & much more!
2018-12-0640 min
Living With MoneyMeg Brunson - EIEIO MarketingIn 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 the most for your dollars. They also talk about work-life balance. Meg has four young daughters at home, and she tells her tale of how she's able to be an entrepreneur AND a successful parent.
2018-11-2944 min
Living With MoneyJeanette Pavini - Coupons.comIn 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 technology has made it even easier to save money with coupons!
2018-11-2138 min
Living With MoneyLorraine Ell - Better Money DecisionsIn 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 advisor. They discuss what needs to change in the financial services industry, and how to make money last through retirement as well.
2018-11-0939 min
Living With MoneyKathy Alpaugh - Coldwell BankerIn Ep. 042, Tim talks with Kathy Alpaugh. Kathy is one of the top realtors for Coldwell Banker here at the Jersey Shore, and they get into a great discussion about all things buying and selling homes. What are the first steps of the home buying process, what to do when selling your home, how to make your home look top notch for an open house, potential red flags of a listing, how to get the most of your relationship with your realtor and much more! If you're looking to buy or sell a home in the coming months, you NEE...
2018-11-0127 min
Living With MoneyDouglas Boneparth, CFP ® - Bone Fide WealthIn Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why "planning first" is the way to go. We talk about how Millennials will change the landscape of the industry in the coming years, and where Douglas falls in the debate between holding out for your dream job vs. taking any job to pay the bills.
2018-10-2548 min
Living With MoneyBrendan Mullooly, CFP ® - Mullooly Asset Management, Inc.In Ep. 040, Tim talks with his older brother, Brendan Mullooly. Brendan is a CFP, and an investment advisor at Mullooly Asset Management. They talk about his beginnings in the industry, "certainties" in the market he's observed along the way, working in a family business, and a few of his popular blog posts.
2018-10-1839 min
Living With MoneyPaul Mecurio - Permission To SpeakIn Ep. 039, Tim talks with Paul Mecurio. Paul began his career as a lawyer on Wall Street before becoming a comedian. Paul has written for Jay Leno, The Daily Show, and The Late Show with Stephen Colbert. Paul has an Emmy and a Peabody award, and has a renowned podcast featuring guests like Sir Paul McCartney, Bob Costas, Bryan Cranston & more! We focus on Paul's off-Broadway, one-man show "Paul Mecurio's Permission To Speak". The show is currently running at The Actors' Temple Theatre on West 47th Street in NYC. The show has Paul interacting with guests on a nig...
2018-10-1137 min
Living With MoneyDr. Daniel Crosby - The Behvioral InvestorIn Ep. 038, Tim talks with Daniel Crosby. Daniel is a PhD psychologist, a New York Times best-selling author, and a behavioral finance expert. They discuss Daniel's upcoming book 'The Behavioral Investor', due out next Tuesday Oct. 16th! They talk about external factors and psychological tendencies that every human have that can negatively affect their investment decision making. Be sure to pick up a copy of the book next Tuesday!
2018-10-0434 min
Living With MoneyAshby Daniels - Planning Your RetirementIn Ep. 037, Tim talks with Ashby Daniels. A CFP and retirement planner in Pittsburgh, Ashby focuses on folks ready for retirement. They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of Ashby's blog posts as well. Planning for retirement is one of the biggest goals in a person's life. Find out how to make it more manageable in this episode!
2018-09-2737 min
Living With MoneyDan Gallagher - The Secrets of Successful Financial PlanningIn Ep. 036, Tim talks with Dan Gallagher. Dan recently finished a 30-year career in the financial planning world, and is the author of the upcoming book 'The Secrets of Successful Financial Planning'. They discuss the 6 key components to a financial plan, and shed light on some of the secrets of the financial planning world that individuals might not be aware of.
2018-09-2037 min
Living With MoneyPeter Lazaroff - PlancorpIn Ep. 035, Tim talks with Peter Lazaroff. Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan. He is a CFA, CFP, and their firms focus primarily on financial planning for clients. We talked about how Peter got started in the industry, how he knew he wanted to "work with stocks" from a very young age, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the "active vs. passive" debate is all wrong. We also talk about his favorite St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring to t...
2018-09-1343 min
Living With MoneyBrynne Conroy - The Feminist Financial HandbookIn Ep. 032, Tim talks with Brynne Conroy. Brynne runs the Femme Frugality blog, and is the author of the upcoming book 'The Feminist Financial Handbook'. They talk about how women should feel "judgement-free" when saving and spending their hard earned money, as well as ways to work around the pay gap that exists between men and women. They also discuss how to plan weddings and travel on a budget, and much more. Enjoy!
2018-08-2336 min
Living With MoneyChristine Benz - MorningstarOn today's episode of Living With Money, Tim talks with Christine Benz. Christine is the director of personal finance for Morningstar, and has written a handful of books over the span of her career. They talk about how Christine got started with Morningstar, some of the most common personal finance mistakes she sees people making, what it was like writing a personal finance book in 2009 after the financial crisis, the most important lessons she's learned over the last 25 years, and her take on the growing trend of ETF's in the market versus mutual funds.
2018-08-1639 min
Living With MoneyAnthony Cinelli - The Psychology of Life & MoneyIn Ep. 030, Tim is joined by Anthony Cinelli. Anthony is currently a school counselor in the Jersey Shore area. They talk about topics like work-life balance, the concept of self-compassion, self-awareness, areas the education system can improve with teaching students how to better handle adversity/stress/anxiety, as well as his podcast What's Next? Each topic ties in perfectly with personal finance habits and investing habits, as well as being applied to pretty much any facet of life.
2018-08-0943 min
Living With MoneyJonathan Clements - From Here to Financial HappinessIn Ep. 029 of Living With Money, Tim talks with Jonathan Clements. Jonathan has had a lengthy career writing about personal finance and money at Forbes, The Wall Street Journal, and having authored NINE books! They talk about Jonathan's upcoming 9th book "From Here to Financial Happiness", and how it really tries to get readers to take action as opposed to just offering tips. They also discuss how money CAN buy you happiness, but only if you really know what your true passions are in life. They touch on the importance of index funds, good saving habits, and much more as w...
2018-08-0240 min
Living With MoneyRandy Thurman - Retirement Investment AdvisorsIn Ep. 028, Tim talks with Randy Thurman, CPA, CFP, and co-President of Retirement Investment Advisors. They talk about Randy's recently released book "More Than a Millionaire". They break down the four sections of the book in which Randy talks about the path to building wealth and building happiness. They touch on Randy's three other books as well, and connect success in finance with success running and exercising. Enjoy!
2018-07-2631 min
Living With MoneyBrendan Hufford - Building a BrandIn Ep. 027, Tim talks with Brendan Hufford about the importance of building a brand. Brendan started out working as a teacher, to then also running his own e-commerce site, podcasting, blogging, making videos, to now working for an SEO company while ALSO having his own SEO consulting firm as well. They talk about the importance of picking the right platform for you, and making sure entrepreneurship is in your DNA.
2018-07-1940 min
Living With MoneyAlex Palumbo - Ritholtz Wealth ManagementIn Ep. 025, Tim talks with Alex Palumbo. Alex is an investment advisor at Ritholtz Wealth Management. Both Alex and Tim are advisors in their mid-twenties, so they appropriately discussed how young advisors can benefit older clients nearing retirement. They also talked about how to stay current in an ever-changing industry, as well as how to increase interest in finance among the younger generation and get them to take an active role in their financial lives!
2018-07-0536 min
Living With MoneyThe Value of Your First JobOn Ep. 024, Tim and Brendan Mullooly talk about the value of a first job. Whether that job is a high school kid working during the summer, or a recent college graduate entering the workforce, they talk about important takeaways from both. They also touch on parenting techniques and when to introduce money and finance to children. Listeners of all ages can pull value from this episode!
2018-06-2830 min
Living With MoneyJamie Hopkins - Rewirement: Rewiring the Way You Think About RetirementIn Ep. 023, Tim talks with Jamie Hopkins. Jamie is the co-director of the New York Life Center for Retirement Income, and a professor in the retirement income program at the American College of Financial Services. Jamie is the author of the new book "Rewirement: Rewiring the Way You Think About Retirement!" Tim and Jamie discuss the risks retirees face, the right questions to ask about your retirement income, and how to avoid big mistakes when planning for retirement income.
2018-06-2138 min
Living With MoneyRobert Scott III, PhD - Monmouth UniversityIn Ep. 022, Tim talks with Robert Scott III. Robert has his PhD in economics, and is a professor of economics and finance at Monmouth University here in New Jersey. They talk about his firsthand experience with college students, what financial decision-making skills they need to thrive in college, what value they should look to get out of school, and how to properly utilize credit cards and get rid of debt.
2018-06-1443 min
Living With MoneyBrian Portnoy - The Geometry of WealthIn Ep. 021, Tim talks with Brian Portnoy. Brian is the Director of Investment Education at Virtus Investment Partners and the author of the upcoming book 'The Geometry of Wealth'. They discuss how the book helps readers identify what true wealth means to them, and how to discover their financial goals. With the book's release coming on June 11th, there is still time to pre-order the book, and learn how to tune out some of the "noise"!
2018-06-0739 min
Living With MoneyPaul Rugarber - PDR Designs ArchitectureIn Ep. 20, Tim talks with Paul Rugarber of PDR Designs Architecture in Point Pleasant, NJ. They discuss what the process is like for a client working with PDR Designs, and how they like to help educate their clients so they can fully enjoy, and participate in, the process. They discuss Paul's new book titled "Architecture to Construction (and Everything in Between)", and how Paul truly enjoys giving back to the community and helping others. Enjoy!
2018-05-3137 min
Living With MoneyConor Richardson - Millennial Money MakeoverIn Ep. 19 of Living With Money, Tim talks with Conor Richardson. Conor is a CPA, author and blogger at Millennial Money Makeover. Conor and Tim discussed all things personal finance when it comes to millennials. Tim asked Conor why he decided to target his writing specifically to millennials, and what he feels is the most important thing missing from a millennial's financial education today. They talked about why millennials control the future of money, and how to find that important balance between wanting to live your life now, versus saving for retirement later. They also preview Conor's upcoming book c...
2018-05-2432 min
Living With MoneyCortland Coleman - Antelope MarketingIn Ep. 018, Tim talks with Cortland Coleman from Antelope Marketing. They discuss how Antelope Marketing helps small businesses with their marketing strategies by creating targeted, emotionally connective content on all platforms. Cortland talks about the importance of story-telling in marketing, and outlines the four crucial steps to good story-telling. Enjoy!
2018-05-1735 min
Living With MoneyKris Venne - Ritholtz Wealth ManagementOn today's episode of Living With Money, Tim talks with Kris Venne. Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC. Ritholtz Wealth Management is one of the fastest growing RIA's in the nation, and Kris discusses some of their philosophies within the firm that help them standout from the rest. They talk about on-boarding new clients, setting client expectations, and Kris' unique take on what is "next" to come for advisors. It's not what you would expect! Enjoy Ep. 017, our talk with Kris Venne!
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All About Your Benjamins™Foundations Of Financial Planning With Tim Mullooly (007)In the seventh episode of All About Your Benjamins The Podcast I'm joined by Tim Mullooly, one the fearsome foursome at Mullooly Asset Management. Tim works alongside his father Tom and his brothers Brendan and Casey--you'll be hearing more from the Mullooly clan in the future. I recently was a guest on Tim's podcast, Living With Money, and I asked him to join me on AAYB to continue our conversation into a deeper discussion about the foundations of a financial plan.
Many individuals are approached by "financial advisors" claiming to offer financial planning when in reality it becomes a sales...
2018-02-151h 00All About Your Benjamins The Podcast Archives - All About Your Benjamins™Foundations Of Financial Planning With Tim Mullooly (007)In the seventh episode of All About Your Benjamins The Podcast I’m joined by Tim Mullooly, one the fearsome foursome at Mullooly Asset Management. Tim works alongside his father Tom and his brothers Brendan and Casey–you’ll be hearing more from the Mullooly clan in the future. I recently was a guest on Tim’s podcast, Living With Money, and I asked…Continue Reading→The post Foundations Of Financial Planning With Tim Mullooly (007) appeared first on All About Your Benjamins™.
2018-02-151h 00
Mullooly Asset ManagementMAM 188: Tim & Tom’s Mailbag QuestionsMullooly Asset Podcast #188 – Tim & Tom’s Mailbag Questions – Transcript Tom Mullooly: Welcome back to the podcast. This is episode number 188. 188 podcasts. That’s pretty good. Tim Mullooly: That’s a lot. Tom Mullooly: Yeah. I’m Tom Mullooly.
2017-08-0424 min
Mullooly Asset ManagementMAM 188: Tim & Tom’s Mailbag QuestionsMullooly Asset Podcast #188 – Tim & Tom’s Mailbag Questions – Transcript Tom Mullooly: Welcome back to the podcast. This is episode number 188. 188 podcasts. That’s pretty good. Tim Mullooly: That’s a lot. Tom Mullooly: Yeah. I’m Tom Mullooly. Tim Mullooly: And this is Tim Mullooly. Tom Mullooly: Together we’re going to be answering […]
2017-08-0424 min
Mullooly Asset ManagementMAM 187: Tim & Tom Answer Investopedia Questions
Mullooly Asset Podcast #187: Tim & Tom Answer Investopedia Questions – Transcript
Tim: Welcome back to the podcast. This is episode number 187. Today we’re going to do something a little different. This is Tim. I’m here with Tom.
Tom Mullooly: Hello, everyone.
Tim: That’s the same, but today we’re going to do something a little different. We have some questions that come in on usually a weekly basis from Investopedia looking for advisors to answer them. We decided to pick out some of the good questions that we got over the last week and answer them for you.
Tom Mullooly: R...
2017-07-2425 minMullooly Asset ManagementMAM 187: Tim & Tom Answer Investopedia QuestionsMullooly Asset Podcast #187: Tim & Tom Answer Investopedia Questions – Transcript Tim: Welcome back to the podcast. This is episode number 187. Today we’re going to do something a little different. This is Tim. I’m here with Tom. Tom Mullooly: Hello, everyone. Tim: That’s the same, but today we’re going to do something a little […]
2017-07-2425 minMullooly Asset ManagementMAM 186: Tim & Tom Talk Everything ETF’sMAM 186: Tim & Tom Talk Everything ETF’s – Transcript
Tom Mullooly :
Welcome to episode 186. That’s episode 1 8 6 of the Mullooly Asset Management podcast. This is Tom Mullooly. I’m here with Tim.
Tim: Hey, everybody.
Tom Mullooly : We want to talk about a topic that’s near and dear to our business, exchange traded funds. Before we walked in here to record this, I looked up and went as far back as I could on the mullolly.net website and I saw that I actually wrote about exchange traded funds in January of 2007.
Tim: Wow.
Tom Mullooly : We’ve owned them longer than...
2017-07-0731 minMullooly Asset ManagementMAM 186: Tim & Tom Talk Everything ETF’sMAM 186: Tim & Tom Talk Everything ETF’s – Transcript Tom Mullooly : Welcome to episode 186. That’s episode 1 8 6 of the Mullooly Asset Management podcast. This is Tom Mullooly. I’m here with Tim. Tim: Hey, everybody. Tom Mullooly : We want to talk about a topic that’s near and dear to our […]
2017-07-0731 minMullooly Asset ManagementMAM 184: Tim & Tom Talk DOL Fiduciary Rule
MAM 184: Tim & Tom Talk DOL Fiduciary Rule Transcript
Tom: Welcome to the Mullooly Asset Management podcast. This is Tom Mullooly, and I’m joined by Tim Mullooly.
Tim: Hey everybody.
Tom: This is episode 184.
Tim: 184.
Tom: I almost said 185.
Tim: Yeah.
Tom: We’re going to talk about a topic that we covered a few episodes back in December, but apparently …
Tim: It’s back.
Tom: It’s back. We need to revisit the Department of Labor changes that are coming now on June 9th.
Tim: That’s right. Yeah. Does everyone remember that DOL rule that people were talking about a lot last year? Well, like Tom said, it’...
2017-06-0220 minMullooly Asset ManagementMAM 184: Tim & Tom Talk DOL Fiduciary RuleMAM 184: Tim & Tom Talk DOL Fiduciary Rule Transcript Tom: Welcome to the Mullooly Asset Management podcast. This is Tom Mullooly, and I’m joined by Tim Mullooly. Tim: Hey everybody. Tom: This is episode 184. Tim: 184. Tom: I almost said 185. Tim: Yeah. Tom: We’re going to talk about a topic that we […]
2017-06-0220 minMullooly Asset ManagementMAM 183 – Tim & Tom Talk IPO’sThere’s a lot of buzz flying around about hot IPO’s. On this episode of the podcast, Tim and Tom sit down to discuss all things IPO-related! If you have ever wondered “what exactly is an IPO?”, or “am I the type of investor suited for an IPO?”, give this episode a listen. You can find the transcript of the episode below, and we hope you enjoy!
TRANSCRIPT:
Tim: Welcome to the podcast this is Tim Mullooly. Today I’m here with Tom Mullooly and we’re going to be talking all about IPO’s or initial public offerings. There’s a lot to know...
2017-05-1916 min