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Why Your Net Worth is Important

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...

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Is it Okay to Change Plans in Retirement?

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...

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The Biggest Financial Stories of 2022

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....

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Changes are Coming to Retirement Plans

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...

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Making Predictions for 2023

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...

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The Truth About Alternative Investments

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...

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The Stock Market Looks Forward

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...

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How Are Millionaires Feeling About Retirement?

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...

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What to Make of the Latest Inflation Reading

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...

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The Role of Bonds in Your Portfolio

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...

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Watch What Investors Do, Not What They Say

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...

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What Can I Expect My Investments to Earn?

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...

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