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?  […]

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 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 beginning to bubble […]

What are the "worst" investments during periods of inflation? There has been a rush to create many inflation-related products on Wall Street.

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 okay” with spending money in retirement.  Especially because they do not see a […]

In this week’s podcast, Casey and Tom discuss the merger between TD Ameritrade and Charles Schwab. We share all the information we have so far including expected timeline and what folks can do to prepare. We want to help our clients and listeners prepare for a seamless transition from TD’s platform over to Schwab’s. So […]

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 tax, step-up in cost basis, where […]

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 […]