Legacy planning is about more than documents—it’s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren’t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention.

For more information visit www.artofmoney.com!

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

Legacy planning is about more than documents&mdash;it&rsquo;s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren&rsquo;t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention.
For more information visit <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.

When a Legacy Plan Falls Short

What do baseball, doctor visits, and everyday conversations reveal about financial planning? This lighter episode with Julie McPherson blends real-life experiences with insights on health, habits, and decision-making. It highlights how personal behaviors can influence long-term outcomes.

For more information visit www.artofmoney.com!

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

What do baseball, doctor visits, and everyday conversations reveal about financial planning? This lighter episode with Julie McPherson blends real-life experiences with insights on health, habits, and decision-making. It highlights how personal behaviors can influence long-term outcomes.
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>

From Ballparks to Health Checks—Life Lessons That Matter

What happens when retirement plans meet real-life disruptions? Art McPherson discusses why many retirees appear asset‑rich but feel cash‑constrained, and how health events, market swings, and unexpected expenses can change priorities. The episode examines long‑term care, liquidity, and planning for a retirement that doesn’t follow a straight line.

For more information visit www.artofmoney.com!

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

What happens when retirement plans meet real-life disruptions? Art McPherson discusses why many retirees appear asset‑rich but feel cash‑constrained, and how health events, market swings, and unexpected expenses can change priorities. The episode examines long‑term care, liquidity, and planning for a retirement that doesn&rsquo;t follow a straight line.
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>

When Retirement Plans Hit Real Life

Summer travel can create memories—and surprise expenses. Julie McPherson talks through common vacation budgeting mistakes, from hidden fees to over-scheduling and over-packing. The conversation blends practical travel insights with broader money habits that affect family finances beyond the trip itself.

For more information visit www.artofmoney.com!

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

Summer travel can create memories&mdash;and surprise expenses. Julie McPherson talks through common vacation budgeting mistakes, from hidden fees to over-scheduling and over-packing. The conversation blends practical travel insights with broader money habits that affect family finances beyond the trip itself.
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>

When a Legacy Plan Falls Short

The Art of Money with Art McPherson

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The Art of Money with Art McPherson

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