This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on how to prepare for it.

For more information visit www.artofmoneyradio.com

This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on how to prepare for it.
For more information visit <a href="http://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.

Preparing for the Expiration of the Trump Tax Cuts

This week on The Art of Money Podcast, the conversation covers various topics related to the impact of presidential elections on the market, the future of Social Security, interest rates, and financial planning for small businesses.

For more information visit www.artofmoneyradio.com

This week on The Art of Money Podcast, the conversation covers various topics related to the impact of presidential elections on the market, the future of Social Security, interest rates, and financial planning for small businesses.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

Interest Rates: Locking in High Guaranteed Rates

On this week's episode of The Art of Money, the conversation covers various topics including the impact of President Biden dropping out of the race for the White House, the manipulation of data in the economy, the potential rally in the small cap space, and the influence of politics on interest rate decisions. Luke McCarty discusses the market reaction during election years, the importance of safety and protection in investments, the recent cyber security glitch, the opportunities in annuities, the concerns and nervousness of investors, and the lack of tax planning in big box firms.

For more information visit www.artofmoneyradio.com

On this week's episode of The Art of Money, the conversation covers various topics including the impact of President Biden dropping out of the race for the White House, the manipulation of data in the economy, the potential rally in the small cap space, and the influence of politics on interest rate decisions. Luke McCarty discusses the market reaction during election years, the importance of safety and protection in investments, the recent cyber security glitch, the opportunities in annuities, the concerns and nervousness of investors, and the lack of tax planning in big box firms.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

Opportunities in Annuities

This week on The Art of Money Podcast, the conversation touches on the fact that many adults are not prepared for retirement and don't care about planning for it. The main concern is that people are not saving enough. Social security alone is not enough to sustain retirement. The amount needed for retirement varies depending on individual circumstances, but it's important to have a plan in place. Working with a financial advisor can help mitigate taxes in retirement and maximize retirement income. Finding the right advisor is crucial, someone who can provide comprehensive advice and strategies tailored to individual needs.

For more information visit www.artofmoneyradio.com

This week on The Art of Money Podcast, the conversation touches on the fact that many adults are not prepared for retirement and don't care about planning for it. The main concern is that people are not saving enough. Social security alone is not enough to sustain retirement. The amount needed for retirement varies depending on individual circumstances, but it's important to have a plan in place. Working with a financial advisor can help mitigate taxes in retirement and maximize retirement income. Finding the right advisor is crucial, someone who can provide comprehensive advice and strategies tailored to individual needs.
For more information visit <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a>

Preparing for the Expiration of the Trump Tax Cuts

In 1 playlist(s)

The Art of Money with Art McPherson

Social links

Follow podcast

Recent clips