

7 Last-Minute Tax Moves for Retirees
Joe Murphy discusses essential tax planning strategies for retirees, including last-minute tips, avoiding scams, and optimizing Social Security and RMDs. Learn how proactive planning can save you money and reduce risks in retirement. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

The Truth About Cash in Retirement: Safety or Trap?
Joe Murphy discuss the current market correction, the role of cash in retirement planning, and how to balance safety with growth. They explore market volatility, the impact of interest rates, and strategies for retirees to protect and grow their wealth. Call or text 800-930-5905. Visit MWMFinancia…

7 Critical Retirement Strategies You Can't Afford to Miss
Joe Murphy discusses critical retirement planning strategies, including tax planning, Social Security taxation, sequence risk, and Medicare options. Learn how to navigate these complex issues to secure a financially stable retirement. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

Protecting Your Legacy: Estate Planning & Long-Term Care Essentials
Joe Murphy and Steve Sedahl sit down with elder law attorney Brian Less to break down the essentials of estate planning and long-term care protection. They cover the key tools—wills, trusts, and powers of attorney—and explain how each plays a role in protecting your assets and ensuring your wishes …

Retirement is a major life transition, not just a financial milestone.
Joe Murphy delves into the multifaceted aspects of retirement, emphasizing the emotional challenges that accompany this significant life transition. Joe Murphy discusses the importance of planning not just financially, but also emotionally, as many retirees face loneliness and identity loss. The di…

Navigating Retirement: More Than Just a Finish Line
Joe Murphy discusses the complexities of retirement planning, emphasizing the importance of continuous planning even after reaching retirement. The conversation covers the impact of inflation, the significance of understanding Medicare costs and IRMA, the necessity of risk tolerance assessments, an…

Retirement Isn’t Just About Money: Building Purpose, Protecting Wealth, and Planning for What’s Next
Retirement is often painted as a finish line — the gold watch, the freedom, the long mornings with nowhere to be. But as Joe Murphy makes clear on this week’s Wealth Health Radio, retirement isn’t the end of something. It’s the beginning of a brand-new phase that demands just as much planning as th…

Mastering Behavioral Finance for a Secure Retirement
Joe Murphy discusses the critical role of behavioral finance in investment decisions, emphasizing how emotions can lead to poor financial choices. He highlights the importance of having a solid retirement plan, creating a retirement bucket list, and the benefits of automation in saving. The convers…

Joe Murphy discusses essential indicators for retirement readiness
Joe Murphy discusses essential indicators for retirement readiness, including the importance of debt-free living, consistent saving habits, and diversifying income streams. He emphasizes the need for healthcare preparedness and lifestyle planning, as well as understanding retirement plans in the co…

Joe Murphy discusses how to crisis-proof your retirement plan amidst economic uncertainties.
Joe Murphy discusses how to crisis-proof your retirement plan amidst economic uncertainties. He emphasizes the importance of having an emergency fund, diversifying investments, and planning for healthcare costs. The conversation also delves into behavioral finance, highlighting how emotions can imp…