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Tom Sullivan Financial Friday

Tom Sullivan Financial Friday

Written by: Tom Sullivan
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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.Copyright Thomas Sullivan Economics Leadership Management & Leadership Personal Finance
Episodes
  • Financial Friday - How to deal with retirement money, Municipal Bonds, Annuities

    Financial Friday - How to deal with retirement money, Municipal Bonds, Annuities
    Jul 4 2026
    Callers vary from how to manage the money they are saving for retirement once they do retire, an explanation of the various municipal bonds and why is makes sense only for high tax brackets plus a stab at the various modes of annuities.

    Call with your money questions 855-295-6600
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    33 mins
  • 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

    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
    Jun 26 2026
    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
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    35 mins
  • 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 mins
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