In Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot!  He breaks down how to evaluate last year's budget and make adjustments, how to tweak your savings habits, how to evaluate your goals and investments as well.  Timely and valuable information in this episode for everyone!

Living With Money

Financial Planning for 2020

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 episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.

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Living With Money