Listen to our latest podcasts

Your Roth Conversion Questions Answered Are Roth conversion questions holding you back from actually DOING a Roth conversion? Join us as we untangle the intricate webs of Roth and traditional IRAs, their tax implications, and the key reasons behind considering a...

Moving From Saver To Spender We are learning that moving from saver to spender is hard.  In this episode of the podcast, Casey and Tom discuss the difficult time some individuals have when they retire.  Specifically, moving from saver to spender.  Most of our working...

Unwrapping Annuities: Some Pros and Cons In podcast episode #452, Tom breaks down some of the basics around annuities.  Unfortunately, we have had experiences - where clients purchased annuities elsewhere - and came into our office to learn the gory details of what...

TD Ameritrade-Schwab Podcast Episode 451 We learn, in episode #451 of the Mullooly Asset podcast, that when it comes to mergers of ANY kind, Casey & Tom bring up the very first thing you will hear is "nothing will change!" When in fact, EVERYTHING will...

Archiving Communications How safe are your communications in the financial services industry? Hold your breath as we take you through the labyrinth of archiving communications within financial firms. We spotlight the indispensable need for documenting and archiving...

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 Certified...

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 in price - and not necessarily...

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 "pass" on shopping with some of these...

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...

Focus on these 10 things you can control about Investing In this podcast (episode #443), Tim and Tom run through an excellent list compiled by a fellow planner, Max Pashman, CFP® which separates things you can't control versus ten things you can control.   It's one...

"My Home Was The Best Investment I Ever Made" Episode 442 of the Mullooly Asset podcast starts with: We've lost count of the times we have heard "my home was the best investment I ever made." But is it really? It might be because your home may be the ONLY investment...

We cover 13 Questions about Social Security We KNOW you have questions about social security.  We all do! And we have learned you may not know the answers! On a survey shared with 55 to 65 year old folks, 69% of respondents either failed the test - or barely passed!...

You Are The Economy 71% of the US Economy is you - the consumer.   Did you know that?   And the US consumer has provided a backbone to this economy stronger than anyone has ever predicted.  We sure DO know how to spend money!   Never forget, you ARE the economy! In...

Is a 60 40 portfolio still good? This question has been coming up frequently.  All throughout 2022, people were told by the financial media that the old 60/40 approach to investing was dead. Is it dead - or did it simply have a a bad year?   After all, this is...

Must-knows About Retirement Spending Here's something different - what are the must-knows about retirement spending?    Spending?   Don't we mean saving? While our industry in general spends an enormous amount of time preaching about saving for retirement, little ink...

Where Are You Going On A Trip This Year?   When we are mentally pulling together a budget in our heads, it is easy to add up mortgage, insurance, groceries, gas money, etc.   But when you are trying to gauge your cash flow, do you think about where you are going on a...

Trying to make sense from markets, and the news, will make you crazy. In Podcast Episode 436, "Stop Making Sense of Markets," Casey and Tom refer to the old stock market adage, "buy the rumor, sell the news;" and what to do when the news doesn't add up to what the...

FDIC Coverage Limits are a significant part of the discussion Casey & Tom have in Episode 435 of the Podcast.  We also discuss what happens if you have more than $250,000 in the bank?   While the wreckage from the collapse of Silicon Valley Bank is still being...