In Ep. 044, we welcome Conor Richardson back to the podcast. Conor was the guest in Ep. 019, and in this episode we take a deep dive into his upcoming book ‘Millennial Money Makeover’ – due out Jan. 1, 2019. We talk about student loan debt, buying your first home, living the “rich life”, and how Millennials can take an active role in getting their finances in order.
In Ep. 043, Tim talks with Lorraine Ell. Lorraine is the CEO of Better Money Decisions and the author of the recently released book ‘Bozos, Monsters, and Whizbangs’. They talk about Lorraine’s journey around the world and how it shaped her views of people and finance, as well as her firm beliefs in the benefits of working with a fiduciary advisor. They discuss what needs to change in the financial services industry, and how to make money last through retirement as well.
In 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 NEED to listen to this episode.
In 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.
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.