Financial Planning, Podcasts

A Guest Appearance On The Living With Money Podcast

I’ve mentioned numerous times how impactful Twitter, specifically FinTwit, has been on my career; it has allowed me to connect with advisors all over the world, and without FinTwit I would not have had the chance to join Tim and Tom Mullooly, of Mullooly Asset Management, on their new podcast…

In November 2015, I attended the Evidence-Based Investing Conference in New York City, and met Brendan Mullooly. We’d interacted on Twitter, but we had actually never met in person. After the conference, I continued to stay in touch with Brendan and through Twitter had the opportunity to engage with his brothers and father–they all work together, which is pretty cool– and eventually ended up on Episode #3 of Living With Money.

In this episode, Tim, Tom and I discuss the benefits of financial planning, the importance of financial literacy, especially for Millennials, what I wish I knew ten years ago, and what I would tell Millennials just starting out. I had a lot of fun, and I’m looking forward to having Tim and Tom on All About Your Benjamins in the very near future.

In addition to checking out this episode, be sure to subscribe to Living With Money and give Tim, Casey, Brendan, and Tom a follow on Twitter. They are constantly putting out great content!

I hope you enjoy!

Episode. 003 Living With Money 

 

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.