Mullooly Asset Management

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Mullooly Asset Management, Inc. is a Fee Only Investment Advisory firm. We provide our clients with common sense financial planning and investment management. As a Registered Investment Advisor (RIA), we have a fiduciary obligation to our clients.

Mullooly Asset Management

Wall Township, New Jersey


    • Dec 23, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 22m AVG DURATION
    • 153 EPISODES


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    Latest episodes from Mullooly Asset Management

    Changes are Coming to Retirement Plans

    Play Episode Listen Later Dec 23, 2022 23:50


    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. […]

    The Stock Market’s Reaction to the Latest CPI and Fed News

    Play Episode Listen Later Dec 16, 2022 25:37


    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 […]

    Making Predictions for 2023

    Play Episode Listen Later Dec 9, 2022 22:19


    On this week's episode of the Mullooly Asset Podcast, Casey, Tim, and Tom discuss price targets for 2023 and the Santa Claus rally.  Almost every large national bank analyst makes a price target at the end of the year for the coming year, but are they really worthwhile?  What do these targets even mean? And […]

    What Lessons Can Investors Learn From the FTX Saga?

    Play Episode Listen Later Nov 18, 2022 19:34


    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 positive outcomes. Keeping things simple and understanding your […]

    Is Getting a Late Start on Retirement Savings Okay?

    Play Episode Listen Later Nov 9, 2022 23:17


    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 ready to retire without […]

    The Truth About Alternative Investments

    Play Episode Listen Later Nov 4, 2022 24:20


    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 understanding what it is they are putting their […]

    The Stock Market Looks Forward

    Play Episode Listen Later Oct 28, 2022 24:30


    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” appropriately in comparison to past drawdowns. […]

    How Are Millionaires Feeling About Retirement?

    Play Episode Listen Later Oct 21, 2022 26:35


    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 seeing underneath the hood of the stock market. […]

    What to Make of the Latest Inflation Reading

    Play Episode Listen Later Oct 14, 2022 24:07


    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 year's. The market has been watching […]

    Making Sense of the Latest Move in Interest Rates

    Play Episode Listen Later Oct 7, 2022 18:01


    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 show […]

    Don’t Expect Investment Returns to Make up for Underfunded Goals

    Play Episode Listen Later Sep 29, 2022 20:42


    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 breakdown the volatile U.K. bond market and highlight […]

    The Latest on the Economy, Interest Rates and the Stock Market

    Play Episode Listen Later Sep 23, 2022 24:00


    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, stock market earnings, housing and […]

    The Role of Bonds in Your Portfolio

    Play Episode Listen Later Sep 16, 2022 24:49


    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 their […]

    Is it Better to Invest Through Recessions or to Avoid Them?

    Play Episode Listen Later Sep 9, 2022 18:29


    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 recessions and get in to what these numbers mean for […]

    Watch What Investors Do, Not What They Say

    Play Episode Listen Later Sep 2, 2022 27:19


    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 investments and how they aren't always […]

    What Can I Expect My Investments to Earn?

    Play Episode Listen Later Aug 26, 2022 29:38


    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 returns, and returns […]

    Which is Better in Retirement: Higher $ Total or Lower Monthly Expenses?

    Play Episode Listen Later Aug 19, 2022 19:06


    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 the conversation towards the […]

    Investing is All About Managing Your Expectations

    Play Episode Listen Later Aug 12, 2022 19:05


    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 expectations rather than what's actually going on right […]

    Required Minimum Distributions Will NOT Drain Your Retirement Account

    Play Episode Listen Later Jul 28, 2022 17:03


    “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 tax deferred accounts, like a […]

    Teachers Beware of High Fees in Your Retirement Account

    Play Episode Listen Later Jul 21, 2022 16:24


    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 what's best for their […]

    The Dangers of Margin Investing

    Play Episode Listen Later Jul 14, 2022 21:28


    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 trends, like margin investing, occur […]

    Does the Stock Market Move Ahead of the Economy?

    Play Episode Listen Later Jul 8, 2022 20:01


    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 news worsens. Tom and […]

    Communicating With Your Investment Advisor

    Play Episode Listen Later Jun 30, 2022 13:31


    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 we believe in ongoing investment management and financial […]

    What if There is No Recession?

    Play Episode Listen Later Jun 24, 2022 22:25


    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 this week to keep things […]

    Interest Rates Are on the Rise Again… What Should We Expect?

    Play Episode Listen Later Jun 17, 2022 32:12


    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 fears are peaking, this week's […]

    What Should We Make of Conflicting Economic Data?

    Play Episode Listen Later Jun 10, 2022 25:07


    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 levers the Fed is pulling take time to […]

    What Does Quantitative Tightening Mean?

    Play Episode Listen Later Jun 3, 2022 25:12


    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 week's podcast, […]

    An Update on Earnings and the Latest Economic Data

    Play Episode Listen Later May 27, 2022 23:24


    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 and inflation so intertwined? Tune in […]

    How Are Retirement Plans Affected by Down Markets?

    Play Episode Listen Later May 11, 2022 22:49


    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 lot lately, so tune in if it's on […]

    What’s Going to Bring the Stock Market Back?

    Play Episode Listen Later Apr 29, 2022 17:25


    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 gets this bearish […]

    2022 Capital Gains Tax Rates

    Play Episode Listen Later Apr 22, 2022 21:02


    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 married couples to […]

    Is 2022’s Economy the 1970’s All Over Again?

    Play Episode Listen Later Apr 14, 2022 23:43


    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 getting a lot of questions […]

    Should We Be Worried About the Yield Curve?

    Play Episode Listen Later Mar 25, 2022 30:21


    If you've been seeing headlines about the yield curve lately and don't know what that is or what it means, look no further than this week's podcast. The guys discuss rising interest rates, what's been going on in the bond market, and why everyone in the financial media is using the yield curve to try […]

    Should You Use Retirement Assets to Pay Off Your Mortgage?

    Play Episode Listen Later Feb 25, 2022 27:06


    Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week's podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh the options and highlight how it impacts […]

    Financial Planning Tips for 2022 (Part One)

    Play Episode Listen Later Jan 21, 2022 26:50


    In this week's podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We're already a couple weeks into 2022 so tune on in and […]

    Is the Stock Market Being Held Up By 5 Stocks?

    Play Episode Listen Later Dec 28, 2021 17:29


    Recent headlines have claimed that the stock market is being “propped up” by just a handful of the largest companies. In this week's podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to see different areas of the market, like large […]

    The Latest on Interest Rates and the Federal Reserve

    Play Episode Listen Later Dec 17, 2021 16:56


    There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and Casey share their thoughts on it all in […]

    Is the 4% Rule Right for Your Retirement?

    Play Episode Listen Later Dec 10, 2021 14:19


    In this week's podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect retirement plans and what retirees can do if they have to withdraw […]

    Withdrawing Money For Retirement

    Play Episode Listen Later Dec 3, 2021 12:41


    In this week's podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on “success rates” than portfolio changes. This podcast drives home our point that financial planning is a process and not a one time event. […]

    Should You Move in Retirement?

    Play Episode Listen Later Nov 19, 2021 17:19


    In this week's podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more than just avoiding income taxes. It requires consideration of […]

    What Should We Do About Inflation?

    Play Episode Listen Later Nov 12, 2021 28:54


    In this week's podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune in for some practical things you can do (or not do) […]

    3 Misconceptions About Inflation and Your Investments

    Play Episode Listen Later Nov 3, 2021 20:11


    In this week's podcast, Casey breakdowns three of the most popular misconceptions we hear about what inflation means for your investments. He highlights how stocks are the best inflation hedge we have. As well as touching on two common alternatives we often hear about, investing in gold, and fixed products, like annuities. If you're concerned […]

    Social Security: 5.9% Cost of Living Adjustment

    Play Episode Listen Later Oct 28, 2021 21:28


    In this week's podcast, Brendan and Casey discuss the 5.9% cost of living adjustment (COLA) to Social Security checks starting in 2022. They breakdown how the COLA is calculated, how these adjustment are built into financial plans and so much more. Social Security is something that affects everyone. Whether you are a taxpayer or someone […]

    Are Target Date Funds Right For You? Part 2

    Play Episode Listen Later Oct 22, 2021 14:55


    In this week's podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are “good” investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why that completely negates the benefits and unnecessarily exposes investors to market timing […]

    Are Target Date Funds Right for You? Part 1

    Play Episode Listen Later Oct 15, 2021


    In this week's podcast the guys weigh in on whether or not target date funds are “good” investments for 401(k) investors. They get into what target date funds get right, what they get wrong and why understanding a 401(k) plan's default options are so important. Is more education for investors really the answer? Tune in […]

    Investing History: Top 10 Companies in the S&P 500 1980-Today

    Play Episode Listen Later Oct 8, 2021


    In this week's podcast, Tom and Casey talk investing history and take a look back through the last four decades at the largest companies in the S&P 500. From the oil dominated Top 10 of the 1980's to the Tech heavy Top 10 of today. If there is one constant in investing it's change. The […]

    Tax Planning: Lifetime Tax vs. Yearly Tax

    Play Episode Listen Later Sep 30, 2021


    In this week's podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis. They get into specifics about the differences between […]

    Investing Decisions: Should You Follow the Trend?

    Play Episode Listen Later Sep 24, 2021


    In this week's podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a portfolio with a client's best interest in mind. Be sure to tune into […]

    Why Do Investors Underperform the Funds They Own?

    Play Episode Listen Later Sep 17, 2021


    Investors underperform the funds they own by an average of 1.7%, according to a recent Morningstar study. In this week's podcast episode, Brendan, Tom, and Casey breakdown how/why this happens. They get into the perils of market timing, trying to override human behavior, and what investors can do to help close this gap. Show Notes […]

    Can Expense Ratios Go Any Lower?

    Play Episode Listen Later Sep 10, 2021 28:43


    Expense ratios for mutual funds and exchange traded funds (ETFs) have been cut in half over the last twenty years. In this week's podcast episode, the guys explain what expense ratios are and why it's so important for investors to pay attention to them. Their discussion is driven by a recent study done by Morningstar […]

    8 Months, 8 Stock Market Highs

    Play Episode Listen Later Sep 2, 2021 24:17


    The stock market (as measured by the S&P 500) has hit a new high in every month so far this year. But when you look under the hood, the average stock isn't doing as well. In this week's podcast, the guys dive into how an index like the S&P 500 can be pulled forward by […]

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