Living With Money

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!

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.  

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!

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!

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!

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!

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 accomplishments and more!  Enjoy.

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.

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!

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!

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!

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

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.

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!

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. 

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 on that subject. Enjoy!

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.

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!

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.