show episodes
 
College is expensive and the process of finding and getting into the best colleges is more complicated and competitive than ever. You owe it to yourself to become an educated consumer. This podcast will show you how to pay only your fair share of the college bill and gain a competitive advantage to beat the colleges at their own game. Subscribe and enjoy!
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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show series
 
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 le…
 
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 insi…
 
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 brea…
 
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, …
 
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 M…
 
So many people follow the same advice when it comes to planning for college and planning for the rest of their lives, yet student debt is out of control and very few people are financially independent when they reach retirement. Maybe the advice they've been given is wrong. Listen to this shared podcast episode where Jason shares some little known …
 
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 …
 
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 c…
 
There’s a lot of information that goes into college applications, both for admissions and for scholarships. But there are three key areas colleges are really looking for in their ideal applicants. Getting these few essential items right can make all the difference in your outcomes. In this episode, Jason shows you what those three areas are so you …
 
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 …
 
Whether it’s a matter of people having more money than they have good sense, or people just being ignorant of how to beat to colleges at their own game, pushing the limits of what’s right to get your kids into college is never a good idea. There are far too many ways to take advantage of what’s already available in the way of proven strategies and …
 
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 a…
 
The world is changing so fast today that having a college education alone may not be enough to help ensure that our children are successful. As parents, we need to be aware of another type of education that could be just as important for their future development. In this episode, Jason shares some ideas on how to make sure your children's education…
 
Everyone wants the most free money for college possible, right? College is expensive and every little bit helps. But, is applying for private scholarships really worth it? In this episode, Jason shares with you the truth about private scholarships and how they affect financial aid. If you're looking for ways to make college more affordable, this is…
 
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 ment…
 
If you're not as far along in the college planning process as you'd like, or as far as you thought you'd be at this point, that's okay. There's a lot of information out there and it can all be pretty overwhelming. In this episode, Jason shares his proven formula on how to build a winning college planning blueprint. Learn these 7 steps to getting yo…
 
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 fiduci…
 
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 tod…
 
Filing your financial aid forms correctly is important, but knowing what required documentation is needed can help speed up your processing times and help you earn more free money for college. Learn about the details, timelines, and documentation colleges use when evaluating your financial aid award so you can become a more educated consumer when i…
 
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 t…
 
Some of the most generous colleges in the country use a financial aid form called the CSS Profile. It can be far more difficult to complete than the FAFSA, but with the insights Jason shares in this episode, you can easily avoid making mistakes that could costs you thousands. Learn what you need to know about how to get tons of free money from the …
 
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 …
 
Because the financial aid formula is so complicated and the forms to apply for financial aid are so confusing, over 70% of financial aid forms submitted contain errors and inconsistencies. Those errors cost families thousands in lost aid each year. Colleges are not motivated to help people correct their mistakes, so you have to take that responsibi…
 
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 deal…
 
Are you confused about financial aid? In this episode, Jason offers a revealing insider's look at what people expect versus what colleges actually do when it comes to awarding free money for college. Learn which category of financial aid you qualify for and what tips and strategies you need to use to get the most money possible.…
 
College financial aid season will be here again soon and to help you prepare, Jason has created a special episode about FSA ID's you definitely need to hear. Learn what the FSA ID is, how you can get one, and most importantly, how to use it to get through financial aid season more easily. This is a must listen for anyone planning to apply for finan…
 
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 …
 
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!…
 
Everybody likes an upgrade, right? Okay, so how do you get upgraded for college? It's through an often overlooked community known as the Honors College. In this episode, Jason shows you everything you need to know about Honors Colleges, including what they look for in potential students, what benefits they offer, and what students can expect as a m…
 
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 goa…
 
Having a strong SAT or ACT score greatly improves your student’s chances for success with college admissions and scholarships at some of the best colleges in the country. And having the opportunity to study and make lifelong connections at the right college can forever change the course of a person's life. In this episode, Jason describes the 4 typ…
 
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…
 
Almost every college application these days requires at least one recommendation and it’s usually from a counselor who, depending on your high school size, you may not know very well. Before you get too discouraged that your counselor won’t be able to give you a good recommendation because they’re either overworked or unfamiliar with you personally…
 
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 conversat…
 
Just like with many other aspects of the college planning process, the whole SAT and ACT test requirement is a bit of a game. You have to understand the rules to the game in order to play well, and knowing which scores to report and whether to report any scores at all could make all the difference in getting accepted or winning a big scholarship. I…
 
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