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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...

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...

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...

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...

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...

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 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...

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...

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...