Living With Money

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 that means for investors.

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!

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.

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.

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.

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!

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!

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!

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.

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 Marketplace" and so much more!

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 2nd and has been getting rave reviews. Be sure to grab a copy after listening to this episode!

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 important lessons Stephen learned on and off the field, and much more!

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 begin talking to kids about money, the core building blocks of learning about money, proper ways to incentivize allowance, and much more!

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 insurance, and more!  Compare.com empowers you to potentially save loads of money in a matter of minutes.

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 Casey and looks back on the things he's learned over the last year.

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 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!

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 and develop over the span of his career. We also discuss Ryan's dislike for the term Smart Beta and more!

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 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!