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In this episode of The Art of Money, Christian McPherson discusses various aspects of financial planning, including the legacy of the McPherson Financial Group, the intricacies of Roth conversions, the importance of Social Security, and the polarizing views on annuities. He emphasizes the need for a holistic approach to financial planning, addressing common regrets of retirees and the significance of understanding fees and debt management in retirement.
For more information visit www.artofmoney.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
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In this episode of The Art of Money, Christian McPherson discusses various aspects of financial planning, including the legacy of the McPherson Financial Group, the intricacies of Roth conversions, the importance of Social Security, and the polarizing views on annuities. He emphasizes the need for a holistic approach to financial planning, addressing common regrets of retirees and the significance of understanding fees and debt management in retirement.
For more information visit www.artofmoney.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.