Leukemia Fighter to CFP® – Casey Mullooly Strap in for a riveting tale of resilience and triumph as Casey defies the odds. Not only has Casey been battling leukemia with an unshakeable fortitude, but he’s also been laser-focused on his studies to become a...
Forty years later Ever wondered how the intricate world of financial planning truly operates? Tom shares some insight into this world, as a financial planner who’s been in the trenches for four decades. In this episode, we journey through my 40-year career in...
So, should we fear volatility with investment accounts and the market? In episode #447, Tim and Tom discuss the VIX Index, or “fear gauge” and how volatility is usually interpreted as “bad.” Hey – volatility is nothing more than changes...
Consumer Discretionary is Not What You Think! When most folks think of “consumer discretionary” companies, the names they might think of are names you “could live without.” And if we entered into an economic slowdown, you might...
Late Boomers (1956-1964) appear to be the LEAST prepared for retirement. Why is that? In podcast episode #445, Tim and Tom break down SOME of the reasons why late boomers might be poorly-prepared for retirement, compared to other generations. The guys however (first)...
Financial Planning Software Tools Used by Our Advisors What are some of the tools used in financial planning by the advisors at Mullooly Asset Management? As we discuss in episode #444 of the podcast, there are several widely-used financial planning software tools...
