Could being too afraid to spend keep you from enjoying the retirement you planned for? Christian McPherson discusses the 4% rule, “spendophobia,” and balancing preservation, income, and growth when markets feel uncertain. He also covers year-end tax planning, Roth conversions, charitable distributions, Social Security timing, and how a family firm’s succession plan can provide continuity as clients move through decades of retirement.

For more information visit www.artofmoney.com!

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Could being too afraid to spend keep you from enjoying the retirement you planned for? Christian McPherson discusses the 4% rule, &ldquo;spendophobia,&rdquo; and balancing preservation, income, and growth when markets feel uncertain. He also covers year-end tax planning, Roth conversions, charitable distributions, Social Security timing, and how a family firm&rsquo;s succession plan can provide continuity as clients move through decades of retirement.
For more information visit&nbsp;<a href="https://www.artofmoney.com">www.artofmoney.com</a>!
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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.

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 <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a> or call 321-250-3177.

The Art of Money with Art McPherson

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.