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Paul Petillo

Advice for the Young Mom

April 9, 2010

The advice often given to those just starting out is to invest early. But kids come along, young moms and dads stay at home and retirement plans get put on hold. Today, on MomsMakingaMillion radio, we discuss the fate of the young mom and her retirement plan. Kat Bellucci: Last week you spoke about doing [...]

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Time for Some Financial House Cleaning

April 2, 2010

From the radio show, broadcast on 04.02.10 at 8:30 am PST. MomsMakingaMillion: For some reason, spring is the time of year when we want to clean out the winter dreariness and usher in the new season. This is also a good time of year to take a look at your financial house and see whether [...]

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MomsMakingaMillion Radio Interview: Community Investing

March 26, 2010

Kat Bellucci:Last week on the show, Paul brought up the topic of socially responsible investing.  He explained that it was the sort of investing that follows our beliefs.  In other words, these are investments that invest in businesses that are focused on the same core values we try to live by: protecting the planet and [...]

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Socially Responsible Investing: The Interview

March 12, 2010

Today, on MomsMakingaMillion radio, I discuss the topic of socially responsible investing.  I have written about this topic numerous times and will continue to do so as the effort to invest where the right thing is being done continues to expand.  Once it was all about ethics and morality.  Now it is including shareholder advocacy [...]

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Forever Young: Making Up for a Missed 401(K) Opportunity

February 23, 2010

Sara Teasdale once said: “When I can look life in the eyes, grown calm and very coldly wise, life will have given me the truth, and taken in exchange – my youth.” And the exchange can often be uneven and unwanted. If you have heard this one before: start putting money in your 401(k) plan [...]

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Mutual Funds on MomsMakingaMillion

February 18, 2010

This is a transcript of the conversation I had on MomsMakingaMillion radio.  Each week we discuss a topic about investing.  This time we turn our attention to the mainstay of our retirement plans, the mutual fund and what few of us consider: taxes. Kat: We have been talking about 401(k)s for a couple of months [...]

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Perhaps Something SIMPLE: Small Business Retirement Plans

February 11, 2010

This week on MomsMakingaMillion radio, we discuss more on retirement planning for the small business owner. Perhaps Something SIMPLE Kat: Today we discuss the SIMPLE IRA for small business in the last of our three part series with Paul.  Tell us just what simple is. Paul: The SIMPLE IRA, named because those letter stand for [...]

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The 401(k) Match: Getting Optimistic

February 10, 2010

At this point in time, any news seems to be good news. And when it comes to the return of the matching contribution on the 401(k), the news is greeted with a kind of relief. Finally, we are getting back to business, some have suggested. CNN even went so far as to suggest that this [...]

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MomsMakingaMillion: Small Business Retirement Plans and the SEP-IRA

February 4, 2010

In part two of a three part discussion on small business retirement plans, we look at the SEP-IRA on MomsMakingaMillion radio. Kat: Last week you told all of us about the solo 401(k).  You drove home the importance of a salary as a business expense and because you do this, it made you eligible for [...]

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401(k) Rollover: The First Steps

January 21, 2010

I appear every Friday with Gina Robison-Billups and Kat Bellucci on a broadcast designed to help working moms create the assets and wealth they need to be successful and secure. This week on MomsMakingaMillion, on 01.22.10, we discuss the first in a segment on what to do with that 401(k) if you have left a [...]

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