Join Keith Mooney as he talks through the newly passed legislation known as Secure Act 2.0 including changes to retirement savings and other critical topics.Mooney Lyons is currently offering a complimentary review of your investment portfolio.

Friday with Mooney Lyons 11/11/22

Nov 17th, 2022 23m 35s

Tax Loss Harvesting and Direct Indexing

Nov 15th, 2022 17m 26s

It's hard to believe we've turned the calendar to November, but as the end of the year approaches, it's time to start thinking about year-end taxes. Today, Jeff Scheider from Mooney Lyons briefly explains two strategies that can be advantageou

6 Investor Fears and How To Handle Them

Aug 30th, 2022 17m 38s

Ted Buckley of Mooney Lyons walks us through the 6 big fears investors are facing right now, and how to handle them. They include:InflationLongevity RiskHealth and Long Term Care RiskStock Market and Home Price RiskTax Policy RiskGeneral Polic

Friday with Mooney Lyons 8/26/22

Aug 29th, 2022 25m 54s

Friday with Mooney Lyons 7/22

Jul 26th, 2022 21m 21s

Friday with Mooney Lyons 7/8/22

Jul 15th, 2022 23m 51s

Do's and Don'ts Of Market Volatility

Jun 22nd, 2022 26m 34s

Today, Keith Mooney of Mooney Lyons talks about what we should -and shouldn't - do during times of market volatility. Before getting to specific advice, we take a look at where we sit, as of June 17, 2022.Aggressive investments are dropping, b

Friday With Mooney Lyons 6/17/22

Jun 21st, 2022 27m 44s

Join Joe Lyons of Mooney Lyons this Friday as he discusses the current environment for investing in Equities with Walt Czaicki of AB Global. The current equity environment….volatility in equities and the markets The importance of active ma

Should You Retire in this Volatile Market?

May 18th, 2022 27m 58s

We've seen quite a bit of volatility in the financial markets in the first 5 months of 2022. For those getting ready to retire, this can be quite frightening. Today, Ted Buckley of Mooney Lyons and Jon Gay look at the small and big picture wh

Retired – What do you want to do for the next 30 Years?

Mar 5th, 2022 27m 9s

Ted Buckley at Mooney Lyons was looking for the perfect book to talk about all aspects of retirement planning - not just the money. When he couldn't find it, he decided to write his own - "Retired – What do you want to do for the next 30 Years

January 2022 Market Update

Jan 31st, 2022 22m 48s

Today, Jeff Scheider and Jon Gay take stock of the market as of January 27, 2022. Where are we, where are we going, and what does that mean for our portfolios?Where are we?Current market situation….market performance, earnings, volatility (int

3 Important Things to Remember About Long Term Care

Sep 30th, 2021 21m 54s

Mooney Lyons Phone Number: 847.382.2600Mooney Lyons Website: https://mooneylyons.com/Long Term Care may not be a subject we enjoy thinking about or talking about, but it can be a critical part of your retirement and long term financial strategi

Earnings Season Explained

Aug 23rd, 2021 19m 34s

Today, Jeff Scheider from Mooney Lyons is here to cut through the noise about all things related to "earnings season."Why do companies report earnings?What is earnings season?When is earnings season?What do the earnings mean for investors?What

2021 Second Half Outlook

Jun 29th, 2021 21m 59s

It's hard to believe we are halfway through 2021. Today, Keith Mooney of Mooney Lyons joins Jon Gay to take a look at the outlook for the second half of this year.While COVID-19 still remains a worldwide threat, we are seeing the American econ

All About Inflation

Apr 27th, 2021 24m 12s

Today, Jeff Scheider of Mooney Lyons joins Jon Gay to break down a topic that's been in the news frequently lately - inflation.We start by defining inflation - what is its textbook definition vs real world applications?We also explain buzzwords

The GameStop Craze Explained

Feb 4th, 2021 17m 38s

No doubt you've read or heard about the insanity around GameStop stock lately. The popular brick-and-mortar video game chain saw stock prices skyrocket, driven largely by day traders on Reddit and Robin Hood.Today, Keith Mooney of Mooney Lyons

2021 Outlook

Jan 27th, 2021 21m 42s

Today, Ted Buckley of Mooney Lyons provides a look ahead to 2021.We start by looking back at 2020. Despite how terrible a year it was for many reasons, it wasn't as bad for the markets as you might think. Ted explains.Domestically, we have the

End Of The Year Money Moves

Nov 18th, 2020 18m 58s

2020 has been a tumultuous year for most of us, between market volatility, the pandemic, and the US Presidential Election. For some, it may have resulted in a job loss, an early retirement, or other financial issues. Today, Ted Buckley from M

ECONOMIST ON THE ELECTION

Oct 19th, 2020 30m 35s

Jeff Scheider and First Trust Economist Andrew Opdyke discuss the following:• Where do we stand heading into the election• Economic consequences of election results• Tax Consequences of election results• Where to invest in the market based on e