Everyone has expectations for what they'll do when they retire. But what happens if you get there and want to change plans? In this week's podcast, Tom, Tim, Brendan and Casey discuss whether or not it is okay to change plans in retirement. The guys also stress the...
The Biggest Financial Stories of 2022
In this week's podcast, Tom and Casey recap the biggest financial stories from 2022. There was no shortage of things to talk about this year, from inflation and unprecedented interest rate hikes, to one of the most volatile years ever for the stock and bond market.The...
Changes are Coming to Retirement Plans
In this week's podcast, Tim and Casey highlight the changes coming to retirement plans as part of a new bill being passed by Congress. The new rules being introduced largely benefit folks saving for retirement, but it's important to understand the changes coming for...
The Stock Market’s Reaction to the Latest CPI and Fed News
In this week's podcast, Tom, Brendan and Casey discuss the stock market's reaction to the latest inflation reading and interest rate hike. The Fed has done a lot of work this year raising interest rates as much as they have. The guys also discuss other more planning...
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...
What Lessons Can Investors Learn From the FTX Saga?
In this week’s podcast, the guys talk about what investors can learn from following along with the latest cryptocurrency headlines. These types of stories happen every cycle but some investors never seem to learn that taking massive amounts of risk and...
Is Getting a Late Start on Retirement Savings Okay?
In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life. The guys cover what you should prioritize, how to set realistic goals and ultimately how you can squeeze a lifetime of savings into a smaller amount of...
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...
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...
How Are Millionaires Feeling About Retirement?
In this week's podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products...




