Oct 25, 2018
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...
Oct 18, 2018
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.
Oct 11, 2018
In 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...
Oct 4, 2018
In 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...