The Art of Money with Art McPherson

What happens when retirement doesn’t follow the script you wrote for it? Art McPherson explores bonds and fixed-income alternatives, downsizing, spending confidently in retirement, and why a financial Plan B matters when life throws a curveball. He also breaks down tax-loss and tax-gain harvesting while discussing the role consistent saving can play in preparing for retirement and unexpected expenses along the way.

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Could being too afraid to spend keep you from enjoying the retirement you planned for? Christian McPherson discusses the 4% rule, “spendophobia,” and balancing preservation, income, and growth when markets feel uncertain. He also covers year-end tax planning, Roth conversions, charitable distributions, Social Security timing, and how a family firm’s succession plan can provide continuity as clients move through decades of retirement.

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As year-end approaches, retirees face important decisions that can affect taxes and income. Christian McPherson discusses required minimum distributions, charitable giving strategies, retirement income planning, and common mistakes that can create challenges later. The conversation also explores market uncertainty and how a personalized retirement plan can help investors stay focused on long-term goals.

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What do protein shakes, baseball, family traditions, and retirement planning have in common? Art McPherson and Julie McPherson pull back the curtain on family life, healthy habits, and balancing work with personal priorities. Along the way, they share insights about relationships, routines, and the value of creating meaningful traditions that last.

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Are record market highs creating confidence or complacency? Art McPherson examines market forecasts, interest rates, housing equity, and why preparation matters more than prediction. The conversation also covers healthcare costs in retirement, planning for the go-go, go-slow, and no-go years, and how retirees can balance enjoying life today while staying prepared for future financial needs.

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When does loyalty become an excuse for accepting slow service? Art McPherson and Coach Julie mix football, family, travel, home projects, and business lessons in a lively conversation about knowing when expectations are no longer being met. From packed stadiums and extreme heat to delayed landscaping and customer responsiveness, they explore the value of comfort, communication, and dependable service. The episode also offers plenty of sports talk, including game-day traditions, early exits, team predictions, stadium upgrades, and anticipation surrounding future movie sequels.

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Could an annuity deserve a second look in today’s retirement landscape? Christian McPherson discusses why more retirees are exploring annuities, how guaranteed income fits into a broader financial strategy, and the importance of understanding both benefits and tradeoffs. He also examines retirement planning for adults without children, covering estate documents, long-term care considerations, healthcare decisions, and creating a legacy that reflects your values. Along the way, Christian shares wisdom from Dolly Parton on purpose, work, and leaving a meaningful impact.

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What happens when a lifelong Phillies fan gets the baseball trip of a lifetime and shares memories of meeting Dolly Parton? "Coach" Julie McPherson reflects on an unforgettable weekend at Citizens Bank Park, celebrates Dolly Parton’s remarkable legacy, and revisits a special interview highlighting faith, purpose, charity, and leaving a meaningful impact. The conversation blends sports, personal stories, retirement insights, and lessons from one of America’s most admired entertainers.

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What can retirement planning learn from one of the most successful entertainers in history? In this special episode, Art McPherson shares highlights from his conversation with Dolly Parton, covering faith, legacy, charitable giving, goal setting, and the vision behind Dollywood. Dolly reflects on staying true to her beliefs, creating opportunities for others, and why leaving a meaningful legacy matters. Art connects her insights to the mindset and planning principles that often help people pursue long-term goals and purpose-driven lives.

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A strong income can still be overwhelmed by overlooked debt and costly financial habits. Art McPherson discusses how credit-card balances, high interest charges, missed employer matches, and weak cash reserves can disrupt a retirement timeline. He also considers Florida housing and property taxes, Roth contributions and conversions, and the role of changing technology in market growth. From cleaning up a complicated budget to evaluating whether recent returns have created investor complacency, this episode connects everyday money decisions with the larger retirement picture.

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