Art McPherson and Luke McCarty discuss why some adults have a love/hate relationship with their financial advisor and how the McPherson Financial Group avoids those mistakes. Plus, with adjusting your RMD's now can save you headaches later. 

For more information or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com

Art McPherson and Luke McCarty discuss why some adults have a love/hate relationship with their financial advisor and how the McPherson Financial Group avoids those mistakes. Plus, with adjusting your RMD's now can save you headaches later.  For more information or to schedule a consultation call 321-425-8550 or visit <a href="https://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

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.

Art McPherson and Luke McCarty discuss why some adults have a love/hate relationship with their financial advisor and how the McPherson Financial Group avoids those mistakes. Plus, with adjusting your RMD's now can save you headaches later.  For...

Love/Hate Relationships with Financial Advisors

Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.

For more information visit www.artofmoneyradio.com

Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

The Pitfalls of Overplanning for Retirement

This week on The Art of Money podcast, we discuss the importance of financial planning and tax strategies for retirement. The main topics covered include the scorecard for retirement readiness, the expiration of the Trump tax cuts, the national debt, and tax planning strategies such as Roth conversions and qualified charitable distributions.

For more information visit www.artofmoneyradio.com

This week on The Art of Money podcast, we discuss the importance of financial planning and tax strategies for retirement. The main topics covered include the scorecard for retirement readiness, the expiration of the Trump tax cuts, the national debt, and tax planning strategies such as Roth conversions and qualified charitable distributions.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

The National Debt: A Looming Concern

This week, Art McPherson and the team discuss the current political climate and its impact on the presidential election. They emphasize the importance of having a proactive approach to financial planning and managing investments during uncertain times. The conversation also touches on the topics of inflation, taxes, government spending, and the need for a tax strategy. The guys highlight the need for individuals to be cautious when making big-ticket purchases and to consider the long-term financial implications. The conversation concludes by emphasizing the importance of seeking professional advice and exploring different strategies to optimize financial decisions.

For more information visit www.artofmoneyradio.com

This week, Art McPherson and the team discuss the current political climate and its impact on the presidential election. They emphasize the importance of having a proactive approach to financial planning and managing investments during uncertain times. The conversation also touches on the topics of inflation, taxes, government spending, and the need for a tax strategy. The guys highlight the need for individuals to be cautious when making big-ticket purchases and to consider the long-term financial implications. The conversation concludes by emphasizing the importance of seeking professional advice and exploring different strategies to optimize financial decisions.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

Love/Hate Relationships with Financial Advisors

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