Money Made Modern with Sheridan Murphy
Money Made Modern with Sheridan Murphy
Playlist by Money Made Modern with Sheridan MurphyMoney Made Modern with Sheridan Murphy is a revolution in the finance field. Sheridan, a CFP® who launched his firm in the chaos of 2020 and helped start his own RIA, cuts through noise with one advan…18 clip(s) in playlist
Stop the Financial Leaks: A Guide for Business Owners
In this episode of Money Made Modern, Sheridan Murphy discusses the three financial leaks that can cost business owners millions. The conversation covers tax inefficiencies, the importance of proactive tax strategies, underutilized retirement deductions, and the risks associated with over-concentra…
54:50
Mastering Wealth Transfer for Business Owners
This episode of Money Made Modern focuses on the unique challenges faced by high net worth business owners, including the importance of diversifying business concentration, optimizing taxes, and planning for retirement and wealth transfer. Sheridan Murphy discusses various strategies such as S-Corp…
54:51
Introduction to Business-Specific Financial Planning
This conversation focuses on the unique financial challenges faced by business owners, emphasizing the importance of tailored financial planning, tax strategies, and retirement planning. Sheridan Murphy discusses common mistakes business owners make, such as overpaying in taxes and failing to plan …
54:25
Strategies for Protecting Family Legacies
Coming up on this episode of Money Made Modern with Sheridan Murphy, the conversation delves into the impending great wealth transfer from baby boomers to their heirs, estimated to be between $84 to $124 trillion. It emphasizes the importance of smart planning to avoid significant tax burdens and f…
54:11
Unlocking Financial Freedom for Business Owners
In this episode of Money Made Modern, Sheridan Murphy discusses the financial security of business owners, focusing on the importance of understanding business structure, tax implications, and the need for a solid retirement and exit strategy. The conversation emphasizes the necessity of separating…
54:57
Rethinking Retirement Strategies in a New Economy
In this episode of Money Made Modern, Sheridan Murphy discusses the evolving landscape of retirement planning amidst recent interest rate cuts and persistent inflation. The conversation highlights the inadequacy of Social Security for many retirees, the importance of diversified income streams, and…
54:48
Maximize Your Year-End Tax Strategy
In this episode of Money Made Modern, Sheridan Murphy discusses the critical importance of year-end tax planning for retirees, emphasizing the need to make smart tax moves before December 31st. The conversation transitions into understanding retirement income needs, highlighting that there is no on…
54:36
Money Made Modern: Business Planning for Success
In this episode of Money Made Modern, Sheridan Murphy discusses the critical aspects of business planning, particularly for business owners. The conversation covers the importance of having a proper business structure, the significance of retirement planning, and the common misconception that a bus…
53:57
How Do You Insure Your Retirement?
This episode of Money Made Modern focuses on the importance of insurance products in retirement planning, including annuities, life insurance, and long-term care insurance. Sheridan Murphy explains the different types of annuities, when they are appropriate, and how they can provide guaranteed inco…
54:35
The Key to a Lasting Income Plan
In this conversation, Sheridan Murphy discusses the importance of having a sustainable income plan for retirement. He emphasizes the need for a comprehensive financial review that includes a fee report, risk assessment, and tax analysis to enhance financial efficiency and growth. The conversation h…
54:10