Living With Money

115 - Henry Daas - FQ: Financial Intelligence

April 02, 2020 08:30 - 40 minutes - 28 MB

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!

114 - What's Your Game Plan?

March 26, 2020 08:30 - 29 minutes - 20.2 MB

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.

113 - Emergency Plans: Coronavirus Edition

March 19, 2020 08:30 - 31 minutes - 21.4 MB

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.

112 - Stephanie Bousley - Buy the Avocado Toast

March 12, 2020 14:56 - 50 minutes - 34.4 MB

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!

111 - Bryan Hasling, CFP® - Millennial Planners

March 05, 2020 09:00 - 48 minutes - 33.5 MB

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.

110 - Conor Richardson, CPA - The Millennial Financial Landscape

February 27, 2020 09:00 - 35 minutes - 24.2 MB

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!

109 - Brendan Mullooly, CFP® - Your Brain On Stocks

February 20, 2020 13:24 - 38 minutes - 26.6 MB

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.

108 - The 10-Year High School Reunion Episode

February 13, 2020 09:30 - 31 minutes - 21.8 MB

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.

107 - Ande Frazier - Financially Free

February 06, 2020 09:30 - 41 minutes - 28.6 MB

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...

106 - Dr. Jeff Anzalone - Debt Free Doctor

January 30, 2020 09:00 - 36 minutes - 25 MB

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!

105 - 2019 Tax Tips

January 23, 2020 09:00 - 21 minutes - 14.5 MB

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!

104 - Changes to Your Retirement Plan

January 16, 2020 09:30 - 32 minutes - 22.2 MB

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!

Financial Planning for 2020

January 09, 2020 09:30 - 26 minutes - 18.1 MB

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!

102 - Tina Hay - Napkin Finance

January 02, 2020 14:06 - 29 minutes - 20.1 MB

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!

101 - Daniel Ameduri - Don't Save For Retirement

December 26, 2019 10:00 - 41 minutes - 28.7 MB

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!

100 - Ep. 100 of Living With Money!

December 19, 2019 09:30 - 34 minutes - 23.4 MB

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!

099 - Michele Cagan, CPA - Retirement 101

December 12, 2019 09:30 - 39 minutes - 27.3 MB

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!

098 - Maureen Wright - Huber Financial

December 05, 2019 09:00 - 43 minutes - 29.8 MB

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!

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

November 27, 2019 09:00 - 35 minutes - 24.2 MB

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.

096 - Bill Sweet - Ritholtz Wealth Management

November 21, 2019 09:30 - 52 minutes - 36 MB

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 2...

095 - The Best Pieces of Advice

November 14, 2019 09:30 - 23 minutes - 16 MB

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 guests, and be sure to pass them on to anyone in need!

094 - Scott & Bethany Palmer - The Money Couple

November 07, 2019 09:00 - 37 minutes - 26 MB

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 adapt along with their partners.

093 - Ben Johnson - Morningstar

October 31, 2019 08:00 - 45 minutes - 31.5 MB

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!

092 - Travis Hornsby - Student Loan Planner

October 24, 2019 08:30 - 41 minutes - 28.7 MB

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 mental health. Enjoy!

091 - Michael Policar - Fifteen Minute Financial Advisor

October 17, 2019 08:00 - 46 minutes - 31.9 MB

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 fiduciary, and some common personal finance tips that everybody needs to hear. Enjoy!

090 - Jeremy Walter - Fident Financial

October 10, 2019 08:00 - 52 minutes - 35.9 MB

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 today versus saving for the future and much more!

089 - Karen Cordaway - The Everyday Bucket List Book

October 03, 2019 08:00 - 36 minutes - 25 MB

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 the fun activities on their bucket list - both long term and short term. They discuss the need for planning, the importance of reflecting on acc...

088 - Cary Siegel - Why Didn't They Teach Me This in School?

September 26, 2019 08:00 - 38 minutes - 26.6 MB

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 is designed to help readers take action and slowly, but surely, get their financial life on track.

087 - Will Forero, Esq. - The Law Offices of Edmond J. Pryor

September 19, 2019 08:00 - 39 minutes - 26.9 MB

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 dealing with the new Child Victims Act. Enjoy!

086 - The Best of Summer 2019 Pt. 2

September 12, 2019 08:00 - 27 minutes - 19.1 MB

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!

085 - The Best of Summer 2019 Pt. 1

September 05, 2019 08:00 - 23 minutes - 16 MB

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 happened over the summer. Enjoy!

084 - The Biggest Planning Mistakes Every Generation Makes

August 29, 2019 09:00 - 26 minutes - 18.2 MB

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!

083 - The Power of Planning for Millennials

August 22, 2019 13:24 - 40 minutes - 27.6 MB

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 goal-setting and life planning since one of the main messages of the episode is that everybody is going to plan differently.

082 - Dr. Brad Klontz - Your Mental Wealth

August 15, 2019 13:14 - 37 minutes - 25.8 MB

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-sabotaging financial practices, and whether or not money can buy you happiness.

081 - Justin Castelli - You Are Your Brand

August 08, 2019 09:00 - 1 hour - 41.6 MB

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 conversation isn't just for financial advisors, any business owner in any industry could benefit from this conversation. Enjoy!

080 - Tom Mullooly - Mullooly Asset Management

August 01, 2019 12:07 - 53 minutes - 37.1 MB

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, and more! Tons of great wisdom from Tom from his 30+ year career in the business.

079 - Guy Iacono - Minding Your Mind

July 25, 2019 09:00 - 44 minutes - 30.6 MB

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 has on students, faculty, parents and more. Seeking help with your mental health is an extremely important topic, and this episode sheds light...

078 - Kerry Hannon - Never Too Old to Get Rich

July 18, 2019 08:00 - 41 minutes - 28.7 MB

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 older entrepreneurs are finding success, and some of the helpful tips Kerry has for successfully launching your own business later on in life.

077 - Chris Smith - I Am Net Worthy

July 11, 2019 08:00 - 52 minutes - 35.9 MB

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 term. Chris spells it all out in words everyone can understand!

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

July 04, 2019 08:00 - 41 minutes - 28.5 MB

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 have everything in place BEFORE things take a turn for the worst.

075 - Dina Isola - Ritholtz Wealth Management

June 27, 2019 08:00 - 51 minutes - 35.5 MB

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 country, what the alternatives could be for teachers, and more. She also discusses the problems with Regulation Best Interest (Reg BI), and what ...

074 - Nina O'Neal - Female Advisor Network

June 20, 2019 08:30 - 56 minutes - 38.9 MB

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 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!

073 - Wes Gray, PhD - Alpha Architect

June 13, 2019 08:30 - 46 minutes - 32.2 MB

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 the value and momentum investing factors and discusses the benefits of the ETF.

072 - Tyrone Jackson - The Wealthy Investor

June 06, 2019 09:00 - 36 minutes - 25.3 MB

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 as many individuals as possible.

071 - Taylor Schulte - Define Financial

May 30, 2019 08:30 - 44 minutes - 30.3 MB

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 industry. They finish up by talking about being authentic with your content, and a few personal finance topics.

070 - Fervent Finance - FIRE, Podcasting & Personal Finance

May 23, 2019 08:00 - 48 minutes - 33.2 MB

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 financial conversations with their kids, and more!

069 - Tyrone Ross Jr. - Cryptocurrency 101 & Financial Inclusion

May 16, 2019 09:00 - 1 hour - 45.8 MB

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 services industry and much more!

068 - Jeff Ptak - Morningstar

May 09, 2019 08:00 - 38 minutes - 26.2 MB

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 the industry and more!

067 - Bola Sokunbi - Clever Girl Finance

May 02, 2019 08:00 - 40 minutes - 27.8 MB

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 traditionally geared towards men.

066 - Brent Beshore - adventur.es

April 25, 2019 08:30 - 42 minutes - 29 MB

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 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 Mark...

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