The Art of Money with Art McPherson

The Art of Money with Art McPherson

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The Art of Money with Art McPherson episodes

  • Mitigating Taxes in Retirement

    This week on The Art of Money Podcast, the conversation touches on the fact that many adults are not prepared for retirement and don't care about planning for it. The main concern is that people are not saving enough. Social security alone is not enough to sustain retirement. The amount needed for retirement varies depending on individual circumstances, but it's important to have a plan in place. Working with a financial advisor can help mitigate taxes in retirement and maximize retirement income. Finding the right advisor is crucial, someone who can provide comprehensive advice and strategies tailored to individual needs.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    16 min
  • Navigating Potential Changes in the Tax Code

    This week's conversation with the McPherson Financial Group covers various topics related to financial planning and investment strategies. The primary theme is the second opinion service offered by the group, which helps individuals assess their financial plans and make necessary adjustments. Other subtopics include portfolio management, market volatility, tax planning, and the benefits of Roth 401(k) accounts. The conversation also touches on the potential changes in the tax code and the importance of taking advantage of current tax brackets.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    12 min
  • 4th of July Extravaganza: Fireworks, Food, and College Football Insights with Art McPherson

    In this festive episode of The Art of Money podcast, host Art McPherson gears up for the 4th of July with a lively chat about summer celebrations, college football, and American pride. Dive into the latest buzz around the upcoming college football season, including odds and expectations for Georgia, FSU, and other top teams.

    Discover fascinating facts about America's Independence Day, from the staggering amount spent on fireworks to the nation's love for hot dogs and beer. Art also shares his own holiday plans and some personal reflections on what it means to be proud of being American. Whether you're a football fan or just looking to get into the holiday spirit, this episode is packed with entertaining insights and patriotic fervor. Don't miss it!

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    12 min
  • The Pitfalls of Overplanning for Retirement

    Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    17 min
  • The National Debt: A Looming Concern

    This week on The Art of Money podcast, we discuss the importance of financial planning and tax strategies for retirement. The main topics covered include the scorecard for retirement readiness, the expiration of the Trump tax cuts, the national debt, and tax planning strategies such as Roth conversions and qualified charitable distributions.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    18 min
  • Seeking Professional Advice: Optimizing Financial Decisions

    This week, Art McPherson and the team discuss the current political climate and its impact on the presidential election. They emphasize the importance of having a proactive approach to financial planning and managing investments during uncertain times. The conversation also touches on the topics of inflation, taxes, government spending, and the need for a tax strategy. The guys highlight the need for individuals to be cautious when making big-ticket purchases and to consider the long-term financial implications. The conversation concludes by emphasizing the importance of seeking professional advice and exploring different strategies to optimize financial decisions.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    17 min
  • The Smiles Behind the Scenes

    Julie McPherson shares insights into her daily routine, office dynamics, and personal life, including her relationship with Art and their work-life balance. She also discusses the celebrations and dynamics at the McPherson Financial Group, as well as the quirks and habits of Art that make her smile.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    12 min
  • Artist Vault: NBA ICON Bill Walton

    Live from The Pump Brothers Foundation, Art McPherson sits down with NBA Legend Bill Walton. They cover love of family, overcoming issues and regrets. 

    For more information on The McPherson Financial Group or to schedule a complimentary consultation call 321-425-8550 or visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    11 min
  • Lainey Wilson's Rise to Stardom and Broke Mentality

    This week on the podcast, the hosts discuss their love for music and their recent experience at a concert. They also talk about country music artist Lainey Wilson and her rise to stardom. The conversation shifts to the topic of having a broke mentality and how it can affect financial decisions. They share their personal stories about their own broke mentalities and discuss the importance of enjoying life and spending money wisely. The duo also touch on the role of the McPherson Financial Group in helping clients build retirement income and overcome a broke mentality. The conversation concludes with a discussion about the first appointment with the McPherson Financial Group and the process of customizing a financial plan.

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    11 min
  • Appreciating Your Broke Mentality

    There's nothing wrong with being frugal or proud of your broke mentality. However, is there a time when you should stop being proud of being broke?

    For more information visit www.artofmoneyradio.com 

    See omnystudio.com/listener for privacy information.

    16 min

About The Art of Money with Art McPherson

From the publisher's feed

For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s,…