PODCAST · business
Mullooly Asset Management
by Mullooly Asset Management
Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ
Episodes
-
Roth Conversion Questions: Strategies, Rules, and Planning Insights
Ready to demystify Roth conversions? Join us as we untangle the intricate webs of Roth and traditional IRAs, their tax implications, and the key reasons behind the strategic switch. We promise to offer you a clear understanding of the potential benefits and drawbacks, and help you navigate your...
-
Navigating Retirement: From Saving to Spending with Confidence
Does the thought of switching from being a diligent saver to a spender during retirement unsettle you? We understand this and are here to help you navigate this shift with ease and confidence. In our engaging conversation with Tom, we delve into the psychological aspect of retirement spending and...
-
Annuities Unwrapped: The Pros and Cons of Investing
Have you ever felt overwhelmed by the world of investments, specifically annuities? You're about to witness a clear, concise breakdown of the complex web of annuities and gain an understanding that could be transformative for your financial future. This episode is packed with insights into the…
more -
Impact of the TD Ameritrade-Schwab Merger: Compliance and Custody
The first thing that's often declared when a merger occurs is "Nothing will change!" In our experience, nearly everything will (eventually) change! Ever wonder how big mergers in the financial world can affect you? Buckle up, because we're about to explore the recent TD Ameritrade and Charles...
-
Rise in SEC Fines & the Importance of Archiving Communications
How safe are your communications in the financial services industry? Hold your breath as we take you through the labyrinth of communication within financial firms, spotlighting the indispensable need for documenting and archiving every single exchange. We don't stop there, we delve into the...
-
Behind the Battle: Leukemia Fighter to CFP®
Strap in for a riveting tale of resilience and triumph as my son, 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 Financial Planner (CFP). The cherry on top? His leukemia is now...
-
Should We Fear Volatility and the Power of Patience, #447
Ever felt your heart flutter at the mere mention of market volatility? We're here to change that! We'll debunk the common myths surrounding volatility, and reveal why it isn't the beast it's often made out to be. We will take you on a thrilling ride through the peaks and valleys of the stock...
-
40 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 financial planning. From my beginnings as a young…
more -
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 companies. But when look under the hood, what the market considers to be...
-
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) discuss down-and-sideways...
-
Financial Planning Software Tools
Financial Planning Software Tools Used by Our Advisors What are the financial planning tools used 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 used by the largest firms in the industry.…
more -
Focus on 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 thing to think you have all the...
-
"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 you have held for thirty…
more -
13 Questions About Social Security
We cover 13 Questions about Social Security 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! Since Social Security often becomes a sizable chunk of income in retirement, it's somewhat...
-
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 Episode #440 of the Mullooly […]
-
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 historically how many large pension […]
-
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 gets spilled discussing the...
-
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 trip this year? […]
-
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 market is doing. We […]
-
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 parsed out, more questions are…
more -
What are the worst investments during inflation?
What are the "worst" investments during periods of inflation? There has been a rush to create many inflation-related products on Wall Street.
-
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 leveraging their investments rarely leads to...
-
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 time. If you find yourself getting…
more -
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 allures investors into not fully...
-
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 the market is “valued”...
-
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 offering better rates, and what they are...
-
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 adjustment might feel better than last...
-
Making Sense of the Latest Move in Interest Rates
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, Tim, Brendan and Casey discuss the impact interest rates have on bond prices. They share some numbers to...
-
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 United Kingdom. They...
-
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 seeing with interest rates…
more -
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 whether or not bonds are serving...
-
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 statistics about investing through past...
-
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 a light on the world of alternative...
-
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 expectations, the difference between average...
-
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 paying off a mortgage. The guys also turn...
-
Investing is All About Managing Your Expectations
In this week’s podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week’s inflation reading, last week’s jobs report and Q2 earnings. The guys highlight a theme that’s been apparent over the last couple of weeks… the market’s reactions are more based on...
-
Required Minimum Distributions Will NOT Drain Your Retirement Account
“If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions. While you are required to take the money out of…
more -
Teachers Beware of High Fees in Your Retirement Account
A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they’ve been paying in their retirement accounts. In this week’s podcast, Tom and Casey discuss what other options teachers have and what steps they should take to ensure they are doing…
more -
The Dangers of Margin Investing
Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We saw some really speculative investing...
-
Does the Stock Market Move Ahead of the Economy?
It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock market bottom while the economic...
-
Communicating With Your Investment Advisor
In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why…
more -
What if There is No Recession?
In this week’s podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they’ve been paying attention to. With many of them pointing to improvements in inflation. As always, we’re here…
more -
Interest Rates Are on the Rise Again… What Should We Expect?
In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession...
-
What Should We Make of Conflicting Economic Data?
In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic…
more -
What Does Quantitative Tightening Mean?
There has been a lot of talk about the Fed’s plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another side to the story. On this...
-
An Update on Earnings and the Latest Economic Data
In this week’s podcast, Tom and Casey summarize and provide context on the latest economic data. While also discussing several companies’ recent earnings reports. They cover the following: Does a good company make a good stock? How is the Fed reacting to the latest economic data? Why are housing...
-
How Are Retirement Plans Affected by Down Markets?
In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a question we’ve been getting a…
more -
What's Going to Bring the Stock Market Back?
All the stock market headlines are doom and gloom right now. In this week’s podcast Casey doesn’t claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends to happen when sentiment…
more -
2022 Capital Gains Tax Rates
Tom talks all things capital gains tax rates in this week’s podcast. Now that 2021’s tax deadline has passed, it’s time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving into whether it is better for...
-
Is 2022's Economy the 1970's All Over Again?
There are a lot of comparisons being made between the current economy and the economy of the late 70’s and early 80’s. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future bond returns. We’ve been…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Mullooly Asset Management have?
Mullooly Asset Management currently has 300 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Mullooly Asset Management about?
Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ
How often does Mullooly Asset Management release new episodes?
Mullooly Asset Management publishes regularly with 300 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Mullooly Asset Management?
You can listen to Mullooly Asset Management on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Mullooly Asset Management?
Mullooly Asset Management is created and hosted by Mullooly Asset Management.
URL copied to clipboard!