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…

What’s Really Hiding Inside Your Portfolio?

Could your portfolio already own one of the market’s hottest companies without you knowing it? Art McPherson discusses SpaceX, portfolio diversification, annuities, retirement income strategies, and market momentum. Plus, Art shares stories from spending time with Bill Murray at the Caddyshack char…

Side Hustles, Roth Moves, and Retirement Risks

A side hustle can add purpose in retirement, but some risks deserve a closer look. Art McPherson discusses part-time work, consulting, long-term care planning, backdoor Roth conversions, tax strategy, annuities, and the risks of funding a small business or friend’s venture with retirement money. Ar…

Retirement Success Is Built on Singles and Doubles

You don’t need grand slams to build a successful retirement plan. Art McPherson discusses balancing risk and growth, creating reliable income, avoiding retirement planning mistakes, and defining what financial freedom really means before turning your retirement dreams into reality. For more inform…

The SpaceX IPO Question Every Retiree Is Asking

Could a Roth conversion save you from a bigger tax bill later? Art McPherson explores the buzz surrounding the SpaceX IPO, how retirees should think about speculative investments, Social Security timing strategies, and why tax diversification matters. Art Mark also discusses Roth conversions, retir…

Why Staying Engaged Matters More Than Ever

The first meeting can shape your entire financial future—if it’s done right. Christian McPherson explains how understanding goals, risk, and income needs builds a stronger plan. The episode also explores retirement risks, market volatility, and staying engaged in your financial strategy. For more …

Layoffs, Taxes, and the Real Test of Retirement Planning

From new “Trump accounts” for kids to market comparisons with past crashes, this episode with Art McPherson covers a wide range of financial topics shaping today’s landscape. You’ll hear insight into long-term investing, compound growth, and how market conditions compare to historical periods like …

Building Guardrails for an Unpredictable Market

Even with millions saved, retirement questions don’t disappear—they just change. This episode with Christian McPherson explores common concerns like market volatility, long-term care, and economic uncertainty, alongside practical ways to prepare for them. The conversation highlights building a stru…

The Long Game in Financial Planning

Business lessons and personal experiences intersect with retirement planning in this episode with Art McPherson. The discussion highlights long-term thinking, family legacy, and how discipline applies across financial decisions. For more information visit www.artofmoney.com! Follow us on social m…

Poker, Baseball, and Behind-the-Scenes Moments with the Phillies

A charity poker event turns into a mix of sports, stories, and unexpected moments behind the scenes. Art and Julie McPherson share their experience meeting Phillies players and staff, along with interviews and lighthearted reflections from the event. From competitive tables to candid conversations,…