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 strategies.  Today, Ted Buckley of Mooney Lyons joins Jon Gay to cover 3 important things to remember about long term care.Do I Need Long Term Care?What Types of Long Term Care Coverages Are Available?How Do I Pay For Long Term Care?Ted walks us through the statistics of the likelihood we'll need long term care, and how much it costs.  Long term care coverage has come a long way in the 20 or so years since it was first available.Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

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3 Important Things to Remember About Long Term Care

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 should I look for in an earnings report?What is earnings guidance?Where are we now with earnings results?Jeff also explains why, as technology improves, we start to see fewer earning surprises.  We also cover the effect of the COVID-19 pandemic on corporate earnings.For more information about these or any topics related to your financial future, visit Mooney Lyons on the web at https://mooneylyons.com/Or call Mooney Lyons at 847-382-2600Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Earnings Season Explained

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 economy emerging from its pandemic slumber.  Thanks to stimulus money and increased consumer spending, GDP growth is exceeding earlier expectations.  Also, pent up demand should help struggling travel and leisure sectors.It's not just tech companies that have adapted over the last 18 months; many companies have innovated during the pandemic.  Keith explains, including an overall shift to digital.We also cover the "elephant in the room" - inflation.  Keith examines the question of whether inflation is temporary or here to stay.Finally, we look at what all this means for your investments.  While we look at individual sectors, diversification of your assets remains key.For more information about these or any topics related to your financial future, visit Mooney Lyons on the web at https://mooneylyons.com/Or call Mooney Lyons at 847-382-2600Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

2021 Second Half Outlook

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 like deflation, reflation, transitory, and runaway inflation.Jeff explains where we are now, by looking at what the data say, what the markets say, and what the Feds say.Finally, we look at what inflation in its current form means for the markets -GDP, earnings, and treasuries.For more information about this or any topic related to your financial future, visit Mooney Lyons on the web at https://mooneylyons.com/Or call Mooney Lyons at 847-382-2600

All About Inflation

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 joins Jon Gay to walk through this entire phenomenon and clear up any misconceptions around it.  We explain some of the terms (short sale, short squeeze, and more).  Keith speaks to how the stock was devalued, then driven up in value, then had the Robin Hood app step in.  Turns out this is much more than a David vs Goliath battle between day traders and Wall Street.  Yes, hedge funds lost billions.  But if individual investors are careless during a craze, they will lose too.Finally, Keith looks at the long term implications of the GameStop craze - what do regulators have to evaluate when thinking about what changes, if any, they want to make.For more information on this trend, or to look at a plan for your individual future, reach out to Mooney Lyons at https://mooneylyons.com/Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

The GameStop Craze Explained

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 Biden administration starting, with control of both houses of Congress.  Ted cautions against overemphasizing the results of an election, but the Democrats will set the agenda, at least for now.  This could lead to investment opportunities on the domestic side, such as municipal bonds if a large infrastructure bill is passed.The biggest hurdle we all face in 2021 is, of course, COVID.  Both domestic and international markets will depend on how quickly we get get vaccines rolled out to the country and the world.  The gap between "haves" and "have nots" has been illustrated by the virus and which sectors have been hit the hardest.We also look at emerging markets - with technology advancing and being adopted so quickly, there may be international opportunities that didn't exist decades ago.Resources:Call Mooney Lyons at: (847) 382-2600Find Mooney Lyons on the web: https://mooneylyons.com/

2021 Outlook

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 Mooney Lyons joins Jon Gay to talk about the questions you should ask yourself as we (finally) wind down 2020 and look forward to next year.What has changed for you in 2020?Do you engage in tax-loss harvesting?Do you want to itemize deductions?Could you ramp up your retirement plan contributions?Are you thinking of gifting?Can you start a 529 plan?If retired, have you taken your RMD’s (and what's different in 2020)?Have you checked your withholding?How’s your Retirement plan looking?What can you do before ringing in the New Year?Ted walks us through each of these, and how they can help your finances as we look ahead to 2021.Contact Mooney Lyons:847.382.2600info@mooneylyons.comEach individuals situation is unique. The information provided is for informational purposes and not investment advice. Speak with a financial professional before taking action. Investing in securities involves risk of loss that employees should be prepared to bear. No investment is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

End Of The Year Money Moves

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 election resultsResources:Call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

ECONOMIST ON THE ELECTION

Today, Jeff Scheider from Mooney Lyons takes a nonpartisan look at where the US Election stands 5 weeks out. Jeff begins by offering some historical perspective on the last 80 years, and where we stand today.We are certainly in for an election like we've never seen, between a large number of swing states, record mail in balloting, and both sides lawyering up.We break down the three likely outcomes of the election and what each result could mean for the market and your finances.A Biden Presidency and Democratic SenateA Biden Presidency and Republican SenateA Trump Presidency and Republican SenateFinally, we dig into the data. Is there really a difference in market performance depending on which parties hold the White House and Congress?Resources:Call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Election Update

Today, Joe Lyons and Jon Gay are joined by a valuable resource in the Mooney Lyons network, attorney Heather Kroencke of Zanc, Coen, Wright and Saladin in Crystal Lake.  Now, more than ever, it's important to have an estate plan.   Heather answers many questions, including:Who should have an estate plan?What's included in a full plan?What's the difference between a will and a trust?Differences between a living will and healthcare power of attorneyWho should be my trustee and executor, and what if there isn't someone I trust?What are the tax implications for beneficiaries?Resources:Call Zanc, Coen, Wright, & Saladin, P.C. at 815-459-8800Or visit online at https://www.zcwlaw.com/Call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

The Importance of Estate Plans

What makes Mooney Lyons different is their value proposition. Today, Keith Mooney explains the Mooney Lyons Wealth Management Formula.Wealth Management = Investment Consulting + Advanced Planning + Relationship Management.Specifically,Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving.Throughout today's episode, Keith will explain each of these terms and how Mooney Lyons has cultivated a vast network of professionals - inside their firm and out - to take care of their clients' unique needs.For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

What Makes Mooney Lyons Different

Walt Czaicki, Senior Equity Strategist with AB Global, joined us to discuss investing in stocks and the market through the current pandemic. This visit we will discuss the following:• Thematic Investing through the pandemic• What role ESG (Environmental and Social Governance) plays in the portfolio• What the results of the election mean for the economy For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.com

Pandemic Market Insight

Today, Ted Buckley discusses 5 moves to consider with your 401k.Consistently invest as much as you can each pay period.Should you take out a loan on your 401k?Differences between traditional and RothOptions if you leave your current employerIs an in service rollover right for you?(Bonus): Make smart investment choices.Finally, we explain why it's important to work with a fiduciary financial consultant, that, by law, must put your financial best interest first.For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

5 Moves to Consider with Your 401k

While a global pandemic may be a first for most of us, there have been traumatic events in our history that have caused wild market swings.  Today, Joe Lyons of Mooney Lyons joins Jon Gay to offer some perspective, and how these events can help us through the current situation.When Have We Seen This Before?How Are People Handling It?What has Mooney Lyons done,- past present, and future -to adapt to changing times?We also take a look at how technology is being leveraged in our new normal.Click Here for a free copy of Mooney Lyons' ebook, Unphased.For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

How Past Market Events Can Help Us Through Coronavirus

Today we meet the newest member of the Mooney Lyons team, Lucas Wandell. Lucas holds his CRPC® designation and is currently working toward his CFP. He joined Mooney Lyons from Merrill Lynch this past December.When Lucas came over, he began working on new process for ML clients that will help streamline interactions with the team, creating a blueprint for items that will be discussed in each meeting and simplifying the process, especially in our current climate of virtual meetings which  has been well received by clients and advisors alike.Lucas also explains some of the common threads he's seeing in client conversations - from those panicking over market volatility to those who see an opportunity.  The most important thing is to have a plan and stick to it.  Finally, as the new person in the office, Lucas explains what he loves about his new team - the wealth of knowledge and sense of cooperation he's experiencing at Mooney Lyons.For more, call Mooney Lyons at 847-382-2600Visit online: MooneyLyons.comOr email: info@mooneylyons.comSecurities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not 

Meet Lucas Wandell

The team at Mooney Lyons prides itself on delivering financial security to families, individuals, and business owners. Our identity is built around the desire to deliver goal-based financial security to our clients – today and in the future – through lasting meaningful personal relationships. That's what we bring to this podcast.

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Invest for Success

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