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What are the worst investments during inflation?
What are the “worst” investments during periods of inflation? There has been a rush to create many inflation-related products on Wall Street.
In Retirement: Being OK with Spending Money
Spending money in retirement is OK, you have our permission! We see folks we know deciding to retire every week here at Mullooly Asset Management. Some folks have been great savers throughout their careers. Sometimes these very same people have problems "being...
What You Can Expect From the TD Ameritrade – Charles Schwab Merger
In this week's podcast, Casey and Tom discuss the merger between TD Ameritrade and Charles Schwab. We share all the information we have so far including expected timeline and what folks can do to prepare. We want to help our clients and listeners prepare for a...
How to Read Your Form 1099
Your Form 1099 can tell you a lot about your financial situation... if you know what to look for. In this week's podcast episode, Tom and Casey walk you through the form and explain why it is an important piece of tax information. The guys talk about capital gains...
Should You Work 1 More Year Before Retiring?
Are you right on the cusp of retirement but unsure if you should work another year or two before retiring? There are a lot of factors that go in to making this decision. Tim, Tom, Brendan and Casey cover them all in this week's podcast. The guys discuss the risks of...
What You Can Actually Expect From Life Insurance Seminars
In this week's podcast, Tom, Tim, Brendan and Casey breakdown the different marketing tactics used to sell life insurance. The guys talk about the confusing nature of these products, and spell out all the different red flags you should be looking out for. They wind up...
How to Save Your Retirement
Do you feel like you've made too many financial mistakes? How do you know if those mistakes are fatal to your retirement plan, or not? If you feel like your retirement is "beyond saving", think again, and listen to this week's podcast. Tom and Casey dive into some of...
Where Should You Keep Your Cash?
Where you keep your cash matters more in 2023 than in years past. One of the benefits of higher interest rates is that banks should be offering more attractive rates on things like savings accounts, money market funds and certificates of deposit. Tim, Tom, Brendan and...
Always Assuming Average Returns Causes Mistakes
On this week's podcast, Tom and Casey discuss the mistakes that are likely to happen if you expect average returns from the stock market each and every year. If you expect a smooth ride from the stock market, we've got bad news for you. The guys discuss performance...
Why Your Net Worth is Important
On this week's podcast, Tom, Brendan and Casey discuss why folks need to know (and understand) their net worth. The guys cover how to calculate your net worth, what to include, how to value certain items and what your net worth says about your overall financial...
Is it Okay to Change Plans in Retirement?
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....
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...