Tom Sullivan Financial Friday

Tom Sullivan
  • 0.0（0則評分）
  • 投資

Financial Friday is listener's calls about money and investing.  Tom Sullivan began with one of the Big Four accounting firms in the audit and tax departments.  He was in the investment business for 30 years rising to managing director of investments for a major Wall Street firm.  He was also one of the original anchors that launched Fox Business interviewing business and political leaders for ten years.

集數

  1. 6 天前

    Financial Friday — You Don't Need to Be Rich to Start Investing. Primary vs Secondary Markets, the Wash Sale Rule, Tax-Free Income Ideas & P

    This week on Financial Friday — how to start an investment account even if you don't make a lot of money, what actually separates a primary market from a secondary market, the wash sale rule explained so you never lose a tax deduction by accident again, real ways to earn income completely tax free, and a beginner-friendly breakdown of options trading — what puts and calls actually are and how they work. Real questions, straight answers, no jargon left unexplained. Call with your money questions 855-295-6600

    35 分鐘

  2. 6月20日

    Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor

    This week on Financial Friday — should you roll your 401k into a Roth account and what will it actually cost you in taxes? What in the world is private credit and does it belong in your portfolio? What is the smartest way to start saving for your children's future today? And the red flags that tell you it is time to have a hard conversation with your financial advisor or find a new one. Real questions, straight answers, no products to sell. Financial Friday is back. Call with your money questions 855-295-6600

    36 分鐘

  3. 6月12日

    Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX

    Financial Friday returns with a debut episode packed with real money questions from real listeners. Are you paying too much in advisor fees — probably yes and today we tell you exactly what to do about it. Robo investing versus index funds — which is right for you and when does the answer change? Social Security strategy for married couples that could be worth tens of thousands of extra dollars in retirement. The right way to sell gold without leaving money on the table. And two exciting early stage opportunities — getting SpaceX exposure before a potential IPO and positioning in the fast growing nutraceuticals space. Your financial questions answered honestly with no products to sell and no agenda except your bottom line. Financial Friday is back and it brought its A game. Call with your money questions 855-295-6600

    45 分鐘
  • 共 3 集

簡介

Financial Friday is listener's calls about money and investing.  Tom Sullivan began with one of the Big Four accounting firms in the audit and tax departments.  He was in the investment business for 30 years rising to managing director of investments for a major Wall Street firm.  He was also one of the original anchors that launched Fox Business interviewing business and political leaders for ten years.

資訊

  • 創作者
    Tom Sullivan
  • 活躍年代
    2026年
  • 集數
    3
  • 年齡分級
    兒少適宜
  • 版權
    © Copyright Thomas Sullivan
  • 節目網站
    Tom Sullivan Financial Friday

你可能也會喜歡