Art McPherson открытые
[search 0]
Больше
Download the App!
show episodes
 
Artwork
 
For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.
  continue reading
 
Loading …
show series
 
Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value…
  continue reading
 
This week on The Art of Money podcast, we discuss the importance of financial planning and tax strategies for retirement. The main topics covered include the scorecard for retirement readiness, the expiration of the Trump tax cuts, the national debt, and tax planning strategies such as Roth conversions and qualified charitable distributions. For mo…
  continue reading
 
This week, Art McPherson and the team discuss the current political climate and its impact on the presidential election. They emphasize the importance of having a proactive approach to financial planning and managing investments during uncertain times. The conversation also touches on the topics of inflation, taxes, government spending, and the nee…
  continue reading
 
Julie McPherson shares insights into her daily routine, office dynamics, and personal life, including her relationship with Art and their work-life balance. She also discusses the celebrations and dynamics at the McPherson Financial Group, as well as the quirks and habits of Art that make her smile. For more information visit www.artofmoneyradio.co…
  continue reading
 
Live from The Pump Brothers Foundation, Art McPherson sits down with NBA Legend Bill Walton. They cover love of family, overcoming issues and regrets. For more information on The McPherson Financial Group or to schedule a complimentary consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy informatio…
  continue reading
 
This week on the podcast, Coach Julie and Mark Owens discuss their love for music and their recent experience at a concert. They also talk about country music artist Lainey Wilson and her rise to stardom. The conversation shifts to the topic of having a broke mentality and how it can affect financial decisions. They share their personal stories abo…
  continue reading
 
There's nothing wrong with being frugal or proud of your broke mentality. However, is there a time when you should stop being proud of being broke? For more information visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.Art McPherson
  continue reading
 
Luke McCarty came in fired up because of the newest proposal from the Biden administration that will affect your taxes. Plus, the one thing Biden and Trump can AGREE on. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
From the Caddyshack Charity Golf Classic, Art McPherson sits down with comedy legend Bill Murray and his family to talk about life, golf and how to be "Murray". For more information on the McPherson Financial Group or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Art McPherson and Luke McCarty detail why so many adults are afraid or even ashamed to get a second opinion on their retirement plan. Plus, breaking down the power of a Roth Conversion. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Most adults "think" they know the income they may need in retirement, but that can cause bigger problems once you retire. Art McPherson explains the importance of understanding the difference between the income you want and the income you need. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See…
  continue reading
 
Is it ever ok to dip into an IRA or 401k for emergencies? Luke McCarty details how to prepare for financial speedbumps as you approach and into retirement. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Luke McCarty details what's some of the current challenges that retirees on the Space Coast face on a daily basis. Plus, which Annuity should be avoided? For more information or to schedule a consultation, call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Art McPherson details why the over 50 crowd gets ignored in retirement plus how to find your focus when creating a portfolio. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.Art McPherson
  continue reading
 
It's the 3 pillars to a retirement plan: income, protection, and growth. Art breaks down what strategies are best for each individual's portfolio. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
We hear from country singer songwriter Cody Johnson who talks about finding that "rush" in life and music. Art McPherson details how you can find your own "retirement rush" before and after clocking out for the last time. Plus, Art's conversation with Nashville Icon "Whispering" Bill Anderson. For more information or to schedule a consultation call…
  continue reading
 
Crypto is making huge gains, so is it time to take another look? Plus, the latest scam targeting boomers. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.Art McPherson
  continue reading
 
Live from CRS in Nashville, Art McPherson sat down with country music stars Megan Moroney and Austin Snell. They discussed music, style, trust and the love of college football. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Julie McPherson breaks details some of the exciting client events coming this summer from the McPherson Financial Group. Plus, can you still retire comfortably with $1 million? For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Can you blow the dust off a lost 401(k) and still have it produce income? Plus, what are some of the pitfalls of searching for a new financial advisor. For more information or so schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Let's peel back the curtain and really get to know Art and Julie McPherson. Who are they are how did the McPherson Financial Group come to be? For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.Art McPherson
  continue reading
 
President Biden has thoughts on shrinkflation but there is one aspect he is missing that everyday Americans feel daily. Plus, what Babe Ruth can teach us about annuities. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Mr. Wonderful thinks you need at least $5 Million to have a successful retirement, but Art McPherson explains how that line of thinking can be damaging to a retirement saver. Plus, what do an annuity and anchovies have in common?! For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.co…
  continue reading
 
The age "65" once meant many milestones in retirement, but now that we are living longer and our needs are evolving, is there a "power" in 65 anymore? Plus, Art McPherson and Luke McCarty detail how to take the emotions out of retirement planning. For more information or to schedule a consultation, call 321-425-8550 or visit www.artofmoneyradio.com…
  continue reading
 
19% of adults refuse to quit working, even if they can successfully retire. Luke McCarty explores why many adults think they have to work when they don't. Plus, is high inflation the new normal and should we adjust our income plan because of it? For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com Se…
  continue reading
 
Everyone has a bucket list of trips or experiences they want to checkoff in retirement. Art McPherson details how to make those memories without breaking the budget. Plus, divorce is messy but there are ways to limit the financial pain. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystu…
  continue reading
 
Former FSU QB and McPherson Financial Group client Jimmy Black returns to discuss the CFP snub, the Orange Bowl blowout and what he thinks is next for Nick Saban and CFB. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Art McPherson and Luke McCarty break down the things you should NEVER do when searching for a financial advisor. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.Art McPherson
  continue reading
 
Art McPherson and Luke McCarty detail the importance of setting attainable goals when it comes to retirement. Learn the steps you can take when you are in the retirement red zone. Plus, how much should it take to make you happy? The answer depends on your age. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmo…
  continue reading
 
Art and Julie McPherson detail their Christmas traditions and Art explains how regardless how good you are, nobody is safe from inflation this Holiday Season. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Art McPherson and Luke McCarty explain why being judged holds so many adults back from customizing a retirement plan. Plus, what you need to plan for in the event of decreased Social Security benefits. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy inform…
  continue reading
 
Art McPherson and Luke McCarty detail the biggest reasons why people are reaching out to the McPherson Financial Group and they answer the question "can you still comfortably retire on $2 Million in assets?" For more information or to schedule a consultation call 321-250-3177 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy …
  continue reading
 
Art McPherson and Luke McCarty detail new tax brackets coming in 2024 and how to prepare, plus why so many adults let elections dictate their investments. For more information or to schedule a consultation call 321-250-3177 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
Lainey Wilson was recently named the CMA Entertainer of the Year and we had a chance to talk with the country superstar about surrounding yourself with people you trust and having a broke mentality. Plus, you can trade in your truck, can you trade in your annuity? For more information or to schedule a consultation call 321-250-3177 or visit www.art…
  continue reading
 
Art McPherson and Luke McCarty detail the latest on social security and what happens to your benefits in the event of a divorce. Plus, with interest rates still at record highs, should you wait before downsizing to your dream retirement home? For more information or to schedule a consultation call 321-250-3177 or visit www.artofmoneyradio.com See o…
  continue reading
 
Bonds are down, so should you take advantage or explore other opportunities? Check out the educational videos on this and more on their YouTube channel. Plus, if you've done this, you're a cheater! For more information or to schedule a complimentary consultation call 321-250-3177 or visit www.artofmoneyradio.com See omnystudio.com/listener for priv…
  continue reading
 
With the CMA's recently airing we wanted to dig into the artist vault to hear Art McPhersons sit down with country music and pop culture ICON Dolly Parton. Plus, we hear Art chat with a country music entertainer of the year and member of the Grand Ole Opry, Brad Paisley. For more information or to schedule a consultation, call 321-250-3177 or visit…
  continue reading
 
Art McPherson and Luke McCarty explain the "nonsense" within the Fed when it comes to the decision of raising interest rates. Plus, do you really need a financial advisor for retirement planning? One of the country's top professors of finance weighs in. For more information or to schedule a consultation call 321-250-3177 or visit www.artofmoneyradi…
  continue reading
 
As we wrap up the 2023 MLB Season with the World Series, we dip into the Artist Vault to hear Art McPherson's conversation with World Series champions Darryl Strawberry, Greg Maddux and Ozzie Smith. For more information or to schedule a consultation call 321-250-3177 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy informati…
  continue reading
 
Hindsight can be a powerful tool in retirement planning. We ask Art McPherson, Julie McPherson and Luke McCarty what their clients most often say they wish they "shoulda" done differently when putting a retirement plan together. For more information on The McPherson Financial Group or to schedule a consultation call 321-250-3177 or visit www.artofm…
  continue reading
 
Art McPherson and Luke McCarty detail the 3 most important aspects of building a proper retirement plan: protection, income and growth. For more information on the McPherson Financial Group or to schedule a consultation, call 321-425-8550 or visit www.artofmoneyradio.com. See omnystudio.com/listener for privacy information.…
  continue reading
 
Art McPherson and Luke McCarty discuss why some adults have a love/hate relationship with their financial advisor and how the McPherson Financial Group avoids those mistakes. Plus, with adjusting your RMD's now can save you headaches later. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omn…
  continue reading
 
Art McPherson and Luke McCarty discuss the advantages of converting your 401k to a ROTH and why now could be the best time to make the change. Plus, the power of annuities and finally, how a million little lies could benefit your marriage. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omny…
  continue reading
 
Luke McCarty had the opportunity to visit Yale University to meet with Dr. Roger Ibbotson, Professor of Finance and Dr. William Goetzmann, Professor of Finance and Management Studies. They discuss the market volatility, the first steps towards financial independence and more. For more information on the McPherson Financial Group or to schedule a co…
  continue reading
 
We've talked about the 4% rule, but what is the $400 rule and more importantly, is it a better option for your savings? Plus, creating a will is not exciting, but it's necessary in retirement planning. For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy inform…
  continue reading
 
While you may be comfortable with your 401k, Art McPherson and Luke McCarty discuss the changes that most likely need refreshing. Plus, do you suffer from Time Blindness and if so, is there a cure? Furthermore, how could it affect your retirement plans? For more information on The McPherson Financial Group or to schedule a consultation call 321-425…
  continue reading
 
McPherson Financial Group in house CPA Mark Bernard joins the Art of Money with tax changes to be aware of as we enter into the last few months of 2023. Plus, Mark provides important tax deferred strategies that could benefit property and small business owners. For more information or to schedule a consultation call 321-425-8550 or visit www.artofm…
  continue reading
 
Art McPherson and Luke McCarty detail how they spot fees in your 401(k) that cause the most damage. Plus, $53 Trillion is up for grabs, if anyone wants it. For more information the McPherson Financial Group or to schedule a consultation, call 321-425-8550 or visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
In the ultimate showdown, Art McPherson and Luke McCarty detail which opportunity is best for your retirement plan, a 401k or a ROTH IRA. Plus, what's the "one thing" advisors must get right in retirement planning? For more information or to schedule a consultation visit www.artofmoneyradio.com or call 321-425-8550. See omnystudio.com/listener for …
  continue reading
 
Art McPherson and Luke McCarty discuss the pros/cons of winning a life changing amount of money. Plus, to celebrate his birthday, we hear from fromer Florida QB Tim Tebow on financial security and the importance of being charitable. For more information on the McPherson Financial Group or to schedule a consultation call 321-425-8550 or visit www.ar…
  continue reading
 
Loading …

Краткое руководство