As year-end approaches, retirees face important decisions that can affect taxes and income. Christian McPherson discusses required minimum distributions, charitable giving strategies, retirement income planning, and common mistakes that can create challenges later. The conversation also explores market uncertainty and how a personalized retirement plan can help investors stay focused on long-term goals.

For more information visit www.artofmoney.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

As year-end approaches, retirees face important decisions that can affect taxes and income. Christian McPherson discusses required minimum distributions, charitable giving strategies, retirement income planning, and common mistakes that can create challenges later. The conversation also explores market uncertainty and how a personalized retirement plan can help investors stay focused on long-term goals.
For more information visit&nbsp;<a href="https://www.artofmoney.com">www.artofmoney.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@mcphersonfinancialgroup6279">YouTube</a> | <a href="https://www.instagram.com/mcphersonfinancial/">Instagram</a> | <a href="https://www.facebook.com/p/McPherson-Financial-Group-100063562838951/">Facebook</a> | <a href="https://www.linkedin.com/company/mcpherson-financial-group">LinkedIn</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.

The Year-End Retirement Moves You Can’t Ignore

Retirement becomes more meaningful when you know what will make you want to get up each morning. Art & Julie McPherson explore charitable giving, purposeful work, hobbies, family time, and the transition from a career into a fulfilling next chapter. They also discuss how health and physical limitations can influence retirement timing, even when someone still enjoys working and wants to remain active.

For more information visit www.artofmoney.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Retirement becomes more meaningful when you know what will make you want to get up each morning. Art &amp; Julie McPherson explore charitable giving, purposeful work, hobbies, family time, and the transition from a career into a fulfilling next chapter. They also discuss how health and physical limitations can influence retirement timing, even when someone still enjoys working and wants to remain active.
For more information visit&nbsp;<a href="https://www.artofmoney.com">www.artofmoney.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@mcphersonfinancialgroup6279">YouTube</a> | <a href="https://www.instagram.com/mcphersonfinancial/">Instagram</a> | <a href="https://www.facebook.com/p/McPherson-Financial-Group-100063562838951/">Facebook</a> | <a href="https://www.linkedin.com/company/mcpherson-financial-group">LinkedIn</a>

What Will Make You Want to Get Up in Retirement?

What happens when retirement doesn’t follow the script you wrote for it? Art McPherson explores bonds and fixed-income alternatives, downsizing, spending confidently in retirement, and why a financial Plan B matters when life throws a curveball. He also breaks down tax-loss and tax-gain harvesting while discussing the role consistent saving can play in preparing for retirement and unexpected expenses along the way.

For more information visit www.artofmoney.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What happens when retirement doesn&rsquo;t follow the script you wrote for it? Art McPherson explores bonds and fixed-income alternatives, downsizing, spending confidently in retirement, and why a financial Plan B matters when life throws a curveball. He also breaks down tax-loss and tax-gain harvesting while discussing the role consistent saving can play in preparing for retirement and unexpected expenses along the way.
For more information visit&nbsp;<a href="https://www.artofmoney.com">www.artofmoney.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@mcphersonfinancialgroup6279">YouTube</a> | <a href="https://www.instagram.com/mcphersonfinancial/">Instagram</a> | <a href="https://www.facebook.com/p/McPherson-Financial-Group-100063562838951/">Facebook</a> | <a href="https://www.linkedin.com/company/mcpherson-financial-group">LinkedIn</a>

Does Your Retirement Have a Plan B?

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!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

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>!
Follow us on social media: <a href="https://www.youtube.com/@mcphersonfinancialgroup6279">YouTube</a> | <a href="https://www.instagram.com/mcphersonfinancial/">Instagram</a> | <a href="https://www.facebook.com/p/McPherson-Financial-Group-100063562838951/">Facebook</a> | <a href="https://www.linkedin.com/company/mcpherson-financial-group">LinkedIn</a>

The Year-End Retirement Moves You Can’t Ignore

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