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Tom Sullivan Financial Friday

Tom Sullivan Financial Friday

Von: Tom Sullivan
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Financial Friday is listener's calls about money and investing. Tom Sullivan was in the investment business for 30 years rising to managing director of investments for a major Wall Street firm.Copyright Tom Sullivan Management & Leadership Persönliche Finanzen Ökonomie
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  • Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor

    Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor
    Jun 20 2026
    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
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    36 Min.
  • Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX

    Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX
    Jun 12 2026
    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
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    45 Min.
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