Mullooly Asset Management

In Ep. 317 of the podcast, the guys discuss incentives from the government to save money, and if we need MORE.  They discuss funding emergency savings accounts, and how 401(k)s have changed over the years as well. Show Notes ‘People Don’t Save Enough for Emergencies, but There are Ways to Fix That’ – Shlomo Benartzi […]

Deciding when to take Social Security is a big decision.  Add a recession and a pandemic into the equation, and things can get messy.  In Ep. 316 of the Mullooly Asset Podcast, Brendan and Tim discuss the different factors playing into your Social Security decision.  They also discuss a new service coming to 401(k) accounts, […]

In Ep. 315 of the Mullooly Asset Podcast, the guys discuss a few key points to remember about unemployment and taxes.  It seems many people don’t realize that their benefits are counted as taxable income, and could surprise people next year around tax time.  They also discuss what serves as a good diversifier for stocks […]

Want to find an investment that gives you all of the market upside with none of the market downside?  Sorry, but in Ep. 314 of the Mullooly Asset Podcast the guys explain why that doesn’t exist.  They discuss annuities, which type of annuity is appropriate, and they also discuss why private equity funds within a […]

The last two economic downturns have been met with unprecedented response from both the Fed and the federal government.  In this episode, the guys discuss the potential ramifications of these government actions, and how (or if) they can be scaled back/what does it mean for future recessions? Show Notes ‘Never the Same’ – Morgan Housel […]

In Ep. 312 of the Mullooly Asset Management, the guys talk about managing risk in retirement.  They talk about finding the right allocation of stocks and bonds, the importance of rebalancing and what that can do for your portfolio, and more! Show Notes ‘Is it Time to Rebalance?’ – Christine Benz – Morningstar ‘5 Ways […]

In Ep. 311 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss the idea of “living off of the interest” and not touching your principal in retirement.  In today’s environment, it might not be as feasible as many people think. They also discuss why there is always a reason to sell, or be bearish, […]

In Ep. 310 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss the dangers of leverage once again with a great example in The Wall Street Journal.  Leveraged investment products are a great way to go broke really quick.  They also discuss massive market moves in the same year, and the importance of earnings […]

In Ep. 309 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss a handful of articles that revert back to one main theme: what is your money actually for?  Figuring out what your money is really for can make investing, saving, and so much more easier! Show Notes ‘Why College Savers Should Stay the […]

In Ep. 308, Tom, Brendan, and Tim discuss how the initial jobless claims number is calculated, why the number is “fluid”, and what – if anything – it means for investors moving forward.  They also discuss the state of the mortgage market, and what low bond yields mean for investors. Show Notes ‘Behind Bond Market’s […]