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Better to Take a Lump Sum or Monthly Pension?

Better to Take a Lump Sum or Monthly Pension?

When presented with the option is it better to take a lump sum or monthly pension? If you've changed jobs before or are on the cusp of retirement, this question of lump sum or monthly payment will likely require an answer. This topics applies to every corner of...

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Moving From Saver To Spender: Episode #453

Moving From Saver To Spender: Episode #453

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...

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TD Ameritrade-Schwab Podcast Episode 451

TD Ameritrade-Schwab Podcast Episode 451

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...

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Behind the Battle: Leukemia Fighter to CFP®

Behind the Battle: Leukemia Fighter to CFP®

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...

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Forty Years Later…

Forty Years Later…

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...

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Should We Fear Volatility?  Episode #447

Should We Fear Volatility? Episode #447

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...

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Consumer Discretionary is Not What You Think!

Consumer Discretionary is Not What You Think!

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...

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Late Boomers: Least Prepared For Retirement

Late Boomers: Least Prepared For Retirement

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)...

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10 Things You Can Control

10 Things You Can Control

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...

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My Home Was The Best Investment I Ever Made

My Home Was The Best Investment I Ever Made

"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...

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13 Questions About Social Security

13 Questions About Social Security

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!...

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You are the Economy (well, 71%)

You are the Economy (well, 71%)

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...

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Is a 60 40 portfolio still good?

Is a 60 40 portfolio still good?

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...

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Must-Knows About Retirement Spending

Must-Knows About Retirement Spending

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...

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