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Invest for Success

Invest for Success

Mooney Lyons

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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Top 10 Invest for Success Episodes

Goodpods has curated a list of the 10 best Invest for Success episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Invest for Success for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Invest for Success episode by adding your comments to the episode page.

Invest for Success - Friday with Mooney Lyons 8/26/22
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08/29/22 • 25 min

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Invest for Success - Tax Loss Harvesting and Direct Indexing
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11/15/22 • 17 min

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 advantageous to investors.

The first is tax loss harvesting. This is the idea that if you sell certain securities at a capital loss, you can use those losses to offset capital gains in your taxes. Jeff walks us through the process, including who and which investments are eligible, and what the restrictions are, including the Wash Rules. We also look at pros and cons for this strategy.

Next, we cover direct indexing - what is it and how does it work? Instead of buying an index through an ETF like Vanguard or eShares, for example, you buy the holding in the index directly, making sure you weight your investments by sector. You may not have all 500 stocks in the S&P for example, but you can have a good representation. And tax loss harvesting can work hand in hand with direct indexing.

Of course, these strategies aren't for everyone, and we look at what criteria should be evaluated in using them. The most important thing is to talk to an expert in the field. That's where the team at Mooney Lyons comes in.

Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/

or by calling 847-382-2600. You can also send an email to [email protected].

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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Invest for Success - Friday with Mooney Lyons John Ullman
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07/24/23 • 21 min

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Invest for Success - Trailer

Trailer

Invest for Success

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12/05/19 • 1 min

Meet Keith Mooney, of Mooney Lyons in Chicagoland. Keith tells you a bit about the company, what sets them apart, and what you can expect in this podcast.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

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Invest for Success - ECONOMIST ON THE ELECTION

ECONOMIST ON THE ELECTION

Invest for Success

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10/19/20 • 30 min

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 results

Resources:

Call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

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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Invest for Success - Should You Retire in this Volatile Market?
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05/18/22 • 27 min

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 when it comes to starting your retirement.

Markets are often like headwinds and tailwinds - working with us or against us. Obviously, we are now facing headwinds when it comes to inflation, interest rates, and the market itself.

At the time of this recording (May 16th), the various indices are either in, or near, bear market territory, or a drop of 20% from their previous highs. While we can't predict the future, bear markets historically happen once every 5.4 years, and last just under 10 months.

Conversely, bull markets (a gain of 20%) historically happen more frequently and last longer than bear markets. They've occurred in 78% of the last 91 years, and last an average of 2.7 years.

With this knowledge in mind, the team at Mooney Lyons can help guide you through the various stages of wealth accumulation and retirement. This includes the build, the transition to retirement (2-3 years before retirement), as well as retirement itself.

Ted and the team at Mooney Lyons will consider your time frame, risk tolerance, and investment objectives - including preservation of principal, income, growth, and tax benefits.

Retiring in a down market can be difficult. It requires more strategy when it comes to funding your retirement, but also because of the psychological toll. That's why it's important to develop a plan and stick to it. This will help you avoid common pitfalls like chasing performance, reacting to headline news, loss aversion, and panic selling.

Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/

or by calling 847-382-2600. You can also send an email to [email protected].

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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Invest for Success - Friday with Mooney Lyons - Pacer
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08/21/23 • 21 min

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Invest for Success - Friday with Mooney Lyons - John Kreschner
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03/14/23 • 25 min

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Invest for Success - What Makes Mooney Lyons Different
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08/11/20 • 30 min

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 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

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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Invest for Success - Election Update

Election Update

Invest for Success

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09/29/20 • 22 min

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 Senate
  • A Biden Presidency and Republican Senate
  • A Trump Presidency and Republican Senate

Finally, 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 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

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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FAQ

How many episodes does Invest for Success have?

Invest for Success currently has 43 episodes available.

What topics does Invest for Success cover?

The podcast is about Financial Planning, Retirement, Entrepreneurship, Investing, Podcasts, Chicago and Business.

What is the most popular episode on Invest for Success?

The episode title 'The Importance of Estate Plans' is the most popular.

What is the average episode length on Invest for Success?

The average episode length on Invest for Success is 22 minutes.

How often are episodes of Invest for Success released?

Episodes of Invest for Success are typically released every 26 days, 2 hours.

When was the first episode of Invest for Success?

The first episode of Invest for Success was released on Dec 5, 2019.

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