Listen to our latest podcasts

  Financial Vortex: What Is it? A recent study from Goldman Sachs describes a financial vortex.  We call it "life in America, 2023." Soon-to-be retirees, and recent retirees are discovering they may need to navigate their own way with limited financial resources,...

Medicaid and Long Term Planning, Episode 463 Medicaid, and the Medicaid application is a nightmare to try and navigate on your own. What if you could shield your hard-earned assets from the costly implications of long-term care? Is that relaistic? The dreaded...

With T-bills at 5%, why look at stocks? T-bills:  why not?  One of the most frequently asked questions we have heard over recent weeks is: with T-bills (Treasury Bill) rates at (or around) five percent, why should we even bother looking at putting money into stocks?...

Get Debt Back Under Control In podcast episode #461, Tom discusses how to get debt back under control.  By comparing what the Government was able to accomplish after World War II, Tom covers getting debt back to a more realistic, manageable level - not necessarily by...

Consumer Spending: All Hail the Mighty Consumer Consumer spending continues to drive the US economy.  And to a certain extent, US consumer spending drives the global economy too. In this podcast episode (episode 460), Tom & Casey begin with a post from Ryan...

Your 60-40 Portfolio Is Not Dead Despite rumors to the contrary, your 60-40 portfolio is NOT dead.  And the 60-40 portfolio never was dead.  It's possible we may declare it comatose for the past eighteen months, but not dead. Have rising interest rates spelled doom...

Would You Buy This? Annuities are not bought, they are sold.  Please don't ever forget that.  Having said that, would you buy this? And in this podcast episode (#458), Tim and Tom discuss the points mentioned to us by someone who called in.  This was immediately after...

Medicare doesn't start until you turn 65, but what happens if you claim Social Security before that? Social Security and Medicare are two of the biggest factors when planning your retirement. You need to have all the info BEFORE you make any decisions you might...

Should you claim Social Security early to maximize the amount of time you receive benefits? Or should you delay taking it for as long as possible to maximize the amount of money you receive each month? This is a financial decision that everyone will have to make in...

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)...