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.

Advertisement