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The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax</a> to learn more.

Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text 800-930-5905.

Wealth Health Radio with Joe Murphy

The conversation covers market update and pre-planning steps for near-term retirees.

In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a Roth conversion and the need for careful planning and understanding of the rules. He also touches on higher-end strategies like the backdoor Roth and the mega backdoor Roth. The episode concludes with a discussion on the pro rata rule and the importance of consulting with a financial advisor for personalized advice. 

Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a Roth conversion and the need for careful planning and understanding of the rules. He also touches on higher-end strategies like the backdoor Roth and the mega backdoor Roth. The episode concludes with a discussion on the pro rata rule and the importance of consulting with a financial advisor for personalized advice. 
Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax</a> to learn more.

Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs).

In this episode of Wealth Health Radio, Joe Murphy discusses the five critical pillars of retirement planning. The first pillar is income, which is essential for maintaining the desired lifestyle in retirement. Joe emphasizes the importance of diversifying income streams to mitigate risks. The second pillar is expense management, which involves understanding current and future expenses and planning for rising prices and inflation. The third pillar is investment management, where Joe highlights the need to generate income while minimizing risk. The fourth pillar is legacy planning, which involves considering the financial support of children and grandchildren. The fifth pillar is tax efficiency, where Joe emphasizes the importance of tax planning to maximize income and minimize tax liabilities. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

In this episode of Wealth Health Radio, Joe Murphy discusses the five critical pillars of retirement planning. The first pillar is income, which is essential for maintaining the desired lifestyle in retirement. Joe emphasizes the importance of diversifying income streams to mitigate risks. The second pillar is expense management, which involves understanding current and future expenses and planning for rising prices and inflation. The third pillar is investment management, where Joe highlights the need to generate income while minimizing risk. The fourth pillar is legacy planning, which involves considering the financial support of children and grandchildren. The fifth pillar is tax efficiency, where Joe emphasizes the importance of tax planning to maximize income and minimize tax liabilities. Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax </a>to learn more.

Joe Murphy discusses the five critical pillars of retirement planning.

In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They also delve into the concept of speculative bubbles, using examples from history such as the dot-com bubble and the housing bubble. Joe warns listeners to be cautious when investing in speculative assets like AI stocks. The episode concludes with a discussion on inflation, shrinkflation, stagflation, and the importance of proactive preparation. In this conversation, Joe and Steve discuss the topics of inflation, stagflation, shrinkflation, and upflation. They explore the short-term and long-term impacts of inflation, including the erosion of savings and investments. The conversation concludes with a discussion on the recent political events and the importance of unity and understanding in the country.  Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They also delve into the concept of speculative bubbles, using examples from history such as the dot-com bubble and the housing bubble. Joe warns listeners to be cautious when investing in speculative assets like AI stocks. The episode concludes with a discussion on inflation, shrinkflation, stagflation, and the importance of proactive preparation. In this conversation, Joe and Steve discuss the topics of inflation, stagflation, shrinkflation, and upflation. They explore the short-term and long-term impacts of inflation, including the erosion of savings and investments. The conversation concludes with a discussion on the recent political events and the importance of unity and understanding in the country.  Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax </a>to learn more.

n this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics including the market update, the Trump assassination attempt, and the appointment of JD Vance as Trump's VP. They also delve into the concept of speculative bubbles.

The conversation covers market update and pre-planning steps for near-term retirees.

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