Mullooly Asset Management

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 retiring too soon vs. […]

In this week’s podcast, Tom, Tim, Brendan and Casey breakdown the different marketing tactics used to sell life insurance.The guys talk about the confusing nature of these products, and spell out all the different red flags you should be looking out for. They wind up talking about how life insurance fits in the broader context […]

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 the major mistakes that happen when […]

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 Casey discuss the best places to keep your cash […]

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 chasing, sequence of return risk and how […]

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 picture. Your statement of net worth, and cash flow, […]

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 importance of focusing on saving money early […]

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 guys wanted to cover it all one last […]

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 things like required minimum distributions, catch-up contributions, 401(k) plans and more. […]

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 related topics like how we work with couples […]