Sheridan Murphy discusses the critical aspects of retirement planning, focusing on healthcare costs, Medicare limitations, long-term care, estate planning, and the importance of communication in inheritance planning. They emphasize the need for a comprehensive financial plan to navigate the complexities of retirement, including the impact of inflation and the sequence of returns risk. The conversation highlights practical strategies such as utilizing Health Savings Accounts (HSAs) and the benefits of gifting while alive to mitigate tax burdens and support family members without jeopardizing retirement security. Call 800-910-6286 to see how an independent, product-agnostic approach can turn your savings into durable income. Visit ModWealthMethods.com.

Sheridan Murphy discusses the critical aspects of retirement planning, focusing on healthcare costs, Medicare limitations, long-term care, estate planning, and the importance of communication in inheritance planning. They emphasize the need for a comprehensive financial plan to navigate the complexities of retirement, including the impact of inflation and the sequence of returns risk. The conversation highlights practical strategies such as utilizing Health Savings Accounts (HSAs) and the benefits of gifting while alive to mitigate tax burdens and support family members without jeopardizing retirement security. Call 800-910-6286 to see how an independent, product-agnostic approach can turn your savings into durable income. Visit <a href="http://modwealthmethods.com">ModWealthMethods.com</a>.

Money 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 advantage most shows don’t have: true independence. This is a coast-to-coast perspective from a pro who ditched the script to build real, lasting relationships and real plans.

Every episode turns big goals into decisive moves: tax-smart plays for business owners, retirement income that actually spends, college and first-home wins, market lessons ripped from history and applied to right now. “The value is in the plan,” he says—and he proves it with milestone moments you can feel. If you want money advice that moves like your life does, press play.

Money Made Modern with Sheridan Murphy is a revolution in the finance field. Sheridan, a CFP&reg; who launched his firm in the chaos of 2020 and helped start his own RIA, cuts through noise with one advantage most shows don&rsquo;t have: true independence. This is a coast-to-coast perspective from a pro who ditched the script to build real, lasting relationships and real plans.
Every episode turns big goals into decisive moves: tax-smart plays for business owners, retirement income that actually spends, college and first-home wins, market lessons ripped from history and applied to right now. &ldquo;The value is in the plan,&rdquo; he says&mdash;and he proves it with milestone moments you can feel. If you want money advice that moves like your life does, press play.