The Year-End Retirement Moves You Can’t Ignore

As year-end approaches, retirees face important decisions that can affect taxes and income. Christian McPherson discusses required minimum distributions, charitable giving strategies, retirement income planning, and common mistakes that can create challenges later. The conversation also explores ma…

The Surprising Habits That Shape a Meaningful Life

What do protein shakes, baseball, family traditions, and retirement planning have in common? Art McPherson and Julie McPherson pull back the curtain on family life, healthy habits, and balancing work with personal priorities. Along the way, they share insights about relationships, routines, and the…

What Happens If the Market’s Best Days Are Behind Us?

Are record market highs creating confidence or complacency? Art McPherson examines market forecasts, interest rates, housing equity, and why preparation matters more than prediction. The conversation also covers healthcare costs in retirement, planning for the go-go, go-slow, and no-go years, and h…

Football, Family, and Knowing When to Leave Early

When does loyalty become an excuse for accepting slow service? Art McPherson and Coach Julie mix football, family, travel, home projects, and business lessons in a lively conversation about knowing when expectations are no longer being met. From packed stadiums and extreme heat to delayed landscapi…

Why Retirees Are Revisiting Annuities

Could an annuity deserve a second look in today’s retirement landscape? Christian McPherson discusses why more retirees are exploring annuities, how guaranteed income fits into a broader financial strategy, and the importance of understanding both benefits and tradeoffs. He also examines retirement…

A Dream Weekend, a Baseball Story, and a Lasting Legacy

What happens when a lifelong Phillies fan gets the baseball trip of a lifetime and shares memories of meeting Dolly Parton? "Coach" Julie McPherson reflects on an unforgettable weekend at Citizens Bank Park, celebrates Dolly Parton’s remarkable legacy, and revisits a special interview highlighting …

Dolly Parton’s Surprising Lessons on Legacy and Purpose

What can retirement planning learn from one of the most successful entertainers in history? In this special episode, Art McPherson shares highlights from his conversation with Dolly Parton, covering faith, legacy, charitable giving, goal setting, and the vision behind Dollywood. Dolly reflects on s…

How High Earners Still Get Trapped by Debt

A strong income can still be overwhelmed by overlooked debt and costly financial habits. Art McPherson discusses how credit-card balances, high interest charges, missed employer matches, and weak cash reserves can disrupt a retirement timeline. He also considers Florida housing and property taxes, …

What's Your Retirement Success Score?

Are you on track for retirement, or just hoping everything works out? Christian McPherson discusses probability of retirement success, income planning, annuities, charitable giving strategies, sequence of returns risk, and how emotions can affect investment decisions. He also shares insights on ret…

Vacations, Marriage, and Life Beyond Money

What happens when financial professionals take a break from talking about finances? Art McPherson and Coach Julie share stories about travel, family, marriage, vacations, and life on Florida’s Space Coast. From cruise adventures to packing habits and vacation splurges, listeners get a lighter behin…