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On today's show, Joe Murphy discusses important considerations for building a modern, holistic, and personalized retirement plan. The conversation covers topics such as determining enough for retirement, inventorying accounts and taxation, moving 401k to personalized IRA, understanding Social Security, utilizing health savings accounts (HSAs), choosing health insurance, using annuities for retirement income, reviewing budget and spending plan, considering Roth conversions, spending money from various accounts, maintaining asset allocation, paying off mortgage and estate planning, upgrading car or home maintenance, changing 529 beneficiaries, managing RMDs and taxable income, and analyzing Bitcoin and Jamie Dimon's comments. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more. 

<p>On today's show, Joe Murphy discusses important considerations for building a modern, holistic, and personalized retirement plan. The conversation covers topics such as determining enough for retirement, inventorying accounts and taxation, moving 401k to personalized IRA, understanding Social Security, utilizing health savings accounts (HSAs), choosing health insurance, using annuities for retirement income, reviewing budget and spending plan, considering Roth conversions, spending money from various accounts, maintaining asset allocation, paying off mortgage and estate planning, upgrading car or home maintenance, changing 529 beneficiaries, managing RMDs and taxable income, and analyzing Bitcoin and Jamie Dimon's comments. Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax </a>to learn more. </p>

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.

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