Listen to our latest podcasts
Get the latest resources on money topics that matter.
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...
What to Make of the Latest Inflation Reading
In this week's podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year's...
Making Sense of the Latest Move in Interest Rates
Topic 2 Interest rates have an impact on just about every part of our financial lives. And when they move up as quickly as they have in 2022, it causes some major changes. In this week's podcast, Tom,...
Don’t Expect Investment Returns to Make up for Underfunded Goals
Whether it is pension funds, or individuals saving for retirement, the message remains the same, investment returns cannot make up for a savings shortfall. In this week's podcast, Tom, Tim, Brendan and Casey discuss the near forced liquidation of some pension funds in...
The Latest on the Economy, Interest Rates and the Stock Market
The state of the economy continues to make headlines here in 2022. So in this week's podcast, Tom, Brendan and Casey discuss what is actually happening in the economy. They share their thoughts on the latest moves by the Federal Reserve and breakdown what they are...
The Role of Bonds in Your Portfolio
Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and...
Is it Better to Invest Through Recessions or to Avoid Them?
A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. But is that actually true? In this week's podcast, Brendan and Casey settle this debate once and for all. They share historical...
Watch What Investors Do, Not What They Say
In this week's podcast, Tim and Brendan begin by discussing how investors reacted to the Fed's comments last week. The conversation turns into a discussion about who is actually making changes to their retirement investments this year. The guys wind up shining...
What Can I Expect My Investments to Earn?
We are often asked "what can I expect my investments to earn if I work with you?". While it is an important question, there is no easy answer. In this week's podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance...
Which is Better in Retirement: Higher $ Total or Lower Monthly Expenses?
In this week's podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses. They discuss the pros/cons of each and how these factor into making big decisions in retirement like...