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Bill McCarthy Offers Retirement Advice For Women

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Total Case Duration :

  • Date Added : 7/22/2014
  • Clip Duration : 1 min. 18 sec.

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Bill McCarthy

  • Financial Planner, Merrill Lynch
  • male
  • Caucasian
  • 1985 (Age: 39 years old)
  • Bill McCarthy - Interview - Merrill Lynch
  • Video 1 of 9 in this Case
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Biography

Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is currently associated with the Claffey & McAuley Team at Merrill Lynch.

Bill is an honors graduate of Cornell University with a degree in Applied Economics and Management.

Women tend to be a lot more conservative with their investments. I know my wife is. She's my toughest client! So, an example would be, going back to one of your questions as to a rule of thumb for investments and how much international or not, a lot of clients, they say, well, I'm retired. I can...(Full transcript available to logged in subscribers.).

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Bill McCarthy videos

Video 1 of 9 Bill McCarthy Shares Personal Financial Journey
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 15 sec.
Video 2 of 9 Bill McCarthy Discusses Becoming Financially Literate
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 7 sec.
Video 3 of 9 Bill McCarthy Discusses Factors For Developing An Investment Strategy
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 25 sec.
Video 4 of 9 Bill McCarthy Offers Retirement Advice For Women
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 18 sec.
Video 5 of 9 Bill McCarthy Discusses Factors In Retirement
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 0 min. 42 sec.
Video 6 of 9 Bill McCarthy Explains Emotional Mistakes
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 14 sec.
Video 7 of 9 Bill McCarthy Discusses The Sandwich Generation
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2014
  • Bill McCarthy
  • 1 min. 25 sec.
Video 8 of 9 Bill McCarthy Discusses International Investments
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/2017
  • Bill McCarthy
  • 0 min. 43 sec.
Video 9 of 9 Bill McCarthy Discusses It Is Fine To Have A Mortgage After Retirement
  • Bill McCarthy - Interview - Merrill Lynch
  • 7/22/14
  • Bill McCarthy
  • 1 min. 2 sec.