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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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Where Are You Going On A Trip This Year?

Where Are You Going On A Trip This Year?

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...

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Stop Making Sense of Markets!

Stop Making Sense of Markets!

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...

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FDIC Coverage Limits, Episode 435

FDIC Coverage Limits, Episode 435

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...

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In Retirement: Being OK with Spending Money

In Retirement: Being OK with Spending Money

Spending money in retirement is OK, you have our permission!  We see folks we know deciding to retire every week here at Mullooly Asset Management.  Some folks have been great savers throughout their careers.  Sometimes these very same people have problems "being...

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How to Read Your Form 1099

How to Read Your Form 1099

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...

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Should You Work 1 More Year Before Retiring?

Should You Work 1 More Year Before Retiring?

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...

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How to Save Your Retirement

How to Save Your Retirement

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...

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Where Should You Keep Your Cash?

Where Should You Keep Your Cash?

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...

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Always Assuming Average Returns Causes Mistakes

Always Assuming Average Returns Causes Mistakes

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...

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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.The...

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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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