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Making Predictions for 2023

Making Predictions for 2023

On this week's episode of the Mullooly Asset Podcast, Casey, Tim, and Tom discuss price targets for 2023 and the Santa Claus rally.  Almost every large national bank analyst makes a price target at the end of the year for the coming year, but are they really...

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How to Review Your Finances

How to Review Your Finances

As the year wraps up, it’s a best practice to review your finances. One of the main reasons we see folks getting into financial trouble is because they refuse to take stock of where they stand. In a year like 2022, where the stock market has slumped and inflation has...

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Taking a Hardship Withdrawal from Your 401(k)

Taking a Hardship Withdrawal from Your 401(k)

In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...

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Maximize Your 2022 Charitable Gifting Strategy

Maximize Your 2022 Charitable Gifting Strategy

The end of the year is a great time to consider charitable gifting. If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you! Before we go any further, when we talk about gifting...

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Why Crypto Investors Buy High and Sell Low

Why Crypto Investors Buy High and Sell Low

In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...

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Can I Owe Capital Gains Tax if I Lose Money?

Can I Owe Capital Gains Tax if I Lose Money?

In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...

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How Should I Handle Credit Card Debt?

How Should I Handle Credit Card Debt?

Credit card debt is always a topic of debate in personal finance. This post could be extremely short. How should you hand credit card debt? Easy. If you have a balance, pay it off. Done. But, as with many things in personal finance, the right answer is it depends on...

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The Truth About Alternative Investments

The Truth About Alternative Investments

In this week's podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket. And the promise of safety...

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The Stock Market Looks Forward

The Stock Market Looks Forward

In this week's podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not...

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3 Questions for Better Cash Flow Management

3 Questions for Better Cash Flow Management

All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the "right" things to do with that surplus. The "right" thing for you might be different than the "right" thing for someone...

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What to Make of the Latest Inflation Reading

What to Make of the Latest Inflation Reading

  In this week's podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year's...

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New Guidance on Required Minimum Distributions

New Guidance on Required Minimum Distributions

In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...

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