Art McPherson public
[search 0]
Mai Mult
Download the App!
show episodes
 
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
 
This week, Luke McCarty discusses various aspects of living in Florida, including traffic challenges, the cost of living, taxation issues, and strategies for retirement income. He also discusses the growth of the population in Florida, the financial requirements for families to live comfortably, and the implications of government spending and taxat…
  continue reading
 
This week on The Art of Money, Luke McCarty discusses various aspects of financial planning, including tax strategies, Roth conversions, long-term care planning, and the impact of upcoming elections on the market. He emphasizes the importance of having a solid financial strategy to weather political and economic changes, and the role of financial a…
  continue reading
 
On this week's episode of The Art of Money, the conversation explores the current perceptions and realities of retirement in America, addressing the debate over whether a retirement crisis exists. Art McPherson and Luke McCarty delve into the financial preparedness of individuals approaching retirement, emphasizing the importance of savings and bud…
  continue reading
 
This week on The Art of Money, Art & Julie McPherson discuss various themes including the impact of community during crises, the importance of retirement planning education for younger generations, financial lessons learned from celebrity downfalls, and the significance of managing inheritance wisely. For more information visit www.artofmoneyradio.…
  continue reading
 
This week on The Art of Money, the conversation delves into the intricacies of tax strategies and retirement planning, emphasizing the importance of maximizing tax brackets and the potential impact of political changes on tax rates. The discussion also highlights the challenges individuals face when planning for retirement, including timing and fin…
  continue reading
 
This week on The Art of Money, the conversation covers various themes including hurricane preparedness in Florida, financial strategies for the end of the year, market reactions to elections, the impact of Federal Reserve policies, the role of AI in financial planning, and challenges faced by small businesses. For more information visit www.artofmo…
  continue reading
 
In this episode of the Art of Money podcast, Art McPherson and Luke McCarty discuss critical aspects of Social Security and retirement planning. The conversation begins with an explanation of the earnings test for Social Security, highlighting the penalties for working while claiming benefits. The discussion then shifts to the various strategies fo…
  continue reading
 
This week on the Art of Money podcast, Art McPherson discusses the recent cuts in interest rates by the Federal Reserve and their implications for investors and retirement savers. He explains how these cuts can lead to cheaper borrowing costs, benefiting the housing market and bond markets while potentially hurting savers. For more information visi…
  continue reading
 
This week on The Art Of Money Podcast, the conversation explores the 4% rule in retirement planning, discussing its implications and alternatives. We delve into spending patterns in retirement, the role of annuities, and the impact of market trends and political changes on financial strategies. For more information visit www.artofmoneyradio.com See…
  continue reading
 
This week, Art McPherson is joined by special guest, Christian McPherson. They discuss retirement portfolio strategies, market volatility, interest rates, and annuities. They emphasize the importance of long-term planning, diversification, and avoiding emotional reactions to market fluctuations. Their conversation also touches on the role of annuit…
  continue reading
 
This week on The Art Of Money, Art McPherson and Luke McCarty discuss the importance of rolling over a 401(k) into an IRA and the role of annuities in creating a pension-like income in retirement. They talk about the potential benefits of leaving a 401(k) in the plan or rolling it over into an IRA, emphasizing the need for professional advice to en…
  continue reading
 
This week on The Art of Money, the conversation revolves around the possibility of a recession and its impact on the economy. Art McPherson and Luke McCarty discuss the indicators of a recession, the role of the Federal Reserve, and the government's influence on inflation. They also touch on the effects of interest rates on housing prices and the d…
  continue reading
 
This week on The Art Of Money, the conversation covers the differences between financial planning and retirement planning. The main focus is on retirement planning, which includes holistic financial planning, tax planning, legacy planning, and more. Art McPherson and Luke McCarty emphasize the importance of having certified financial planners to en…
  continue reading
 
This week on The Art of Money Podcast, the conversation covers various topics related to the impact of presidential elections on the market, the future of Social Security, interest rates, and financial planning for small businesses. For more information visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.…
  continue reading
 
On this week's episode of The Art of Money, the conversation covers various topics including the impact of President Biden dropping out of the race for the White House, the manipulation of data in the economy, the potential rally in the small cap space, and the influence of politics on interest rate decisions. Luke McCarty discusses the market reac…
  continue reading
 
This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on…
  continue reading
 
This week on The Art of Money Podcast, the conversation touches on the fact that many adults are not prepared for retirement and don't care about planning for it. The main concern is that people are not saving enough. Social security alone is not enough to sustain retirement. The amount needed for retirement varies depending on individual circumsta…
  continue reading
 
This week's conversation with the McPherson Financial Group covers various topics related to financial planning and investment strategies. The primary theme is the second opinion service offered by the group, which helps individuals assess their financial plans and make necessary adjustments. Other subtopics include portfolio management, market vol…
  continue reading
 
In this festive episode of The Art of Money podcast, host Art McPherson gears up for the 4th of July with a lively chat about summer celebrations, college football, and American pride. Dive into the latest buzz around the upcoming college football season, including odds and expectations for Georgia, FSU, and other top teams. Discover fascinating fa…
  continue reading
 
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
 
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
 
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
 
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
 
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.De către 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 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
 
Loading …

Ghid rapid de referință