Reexamining Your Risk Appetite

If the market volatility in March/April freaked you out, now might be a good time to revisit how much risk you’re taking in your portfolio.  If you’re waiting for things to “get back to normal”, we have bad news for you.  Find out what it is in...

3 Documents Everyone Over 18 MUST Own

When it comes to getting your financial estate in order, there are 3 documents everyone over the age of 18 MUST own.  In Ep. 204 of the Mullooly Asset Show, Tom breaks down what those documents are, and why they are so important. ? Show Notes ‘What Happens if...

Roth Conversion: Is 2020 the Year?

Is 2020 the year for a Roth conversion?  If you’re income is lower than expected, it could seem like an ideal year to do one.  However, in Ep. 203 of the Mullooly Asset Show, Tom walks through a few other factors you may not have considered.  They need to be...

Keeping Your Cool When Markets are Hot

In this week’s video, Tom talks about staying cool while markets are volatile.  He recalls a few conversations back in March where folks wanted to completely jump out of the market, and how those decisions could have cost them over $100,000.  Working with a...

Should You Take Money From Your 401(k)?

Under the CARES Act, folks can take early withdrawals in 2020 from their 401(k) plan at work with incurring the usual 10% early withdrawal penalty.  But just because you CAN, doesn’t necessarily mean you SHOULD.  In this episode, Tom walks through PROS and CONS...

An Important Message for Future Retirees

In Ep. 200 of the Mullooly Asset Show, Tom has an important message for all future retirees out there.  If you plan on retiring at some point in the future: LISTEN UP!  Retirement isn’t something you plan overnight.  You need to start planning today, but make...