The Art of Money with Art McPherson

A new survey revealed that the average adult spends less than 1 minute reviewing 401k choices at a new job. Art McPherson and Luke McCarty discuss when people need to start to taking their 401k plans seriously and how to avoid mistakes. Plus, the importance of an Estate Plan and how lack of adjustments can come back to haunt some pre-retirees. 

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

See omnystudio.com/listener for privacy information.

Art McPherson and Luke McCarty have talked a lot about the Markets correcting and the past few weeks have shown a lot of volatility. Is now the time to do make adjustments to protect your investments or should we wait this one out to see what happens? Also, tax season is officially here and Art details why you shouldn't make plans for that refund just yet. 

For more information on The McPherson Financial Group or to schedule a consultation, call 772-281-5223 or visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.

Mark Bernard, in-house CPA for The McPherson Financial Group joins the Art of Money to discuss the importance of tax preparation this time of year. Plus, tips on handle a refund and what to do with a Child Tax Credit. 

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

See omnystudio.com/listener for privacy information.

Inflation broke a 40 year high and this is not something to celebrate. In this episode Luke McCarty talks about how to prepare for future inflation, not just what is happening now. Plus, aside from not taking inflation seriously, what are some of the other mistakes to avoid in retirement planning. Finally, what is the first thing you should do with a big inheritance?

For more information on the McPherson Financial Group or to schedule a consultation call 772-281-5223 or visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.

A new poll found half of US Adults have unread texts, with the average at 47 (!!) messages that needs a response. In this episode Art McPherson and Luke McCarty talk about retirement statements. Are they like a big unread text and how often should we check it? Plus, Art and Luke details the strategy and models they use when the market gets volatile.

For more information on The McPherson Financial Group or to schedule a consultation call 772-281-5223 or visit www.artofmoneyradio.com   

See omnystudio.com/listener for privacy information.

In this episode Art McPherson and Luke McCarty discuss the market and if we need to make adjustments multiple times a year or only adjust our portfolio as the market does. Plus, will COVID ever go away and does the fear of this never ending pandemic cause some pre-retirees to panic?

For more information on the McPherson Financial Group or to schedule a consultation call 772-281-5223 or visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.

In this episode Art, Coach Julie and UGA super fan Mark recap the College Football National Championship. What did Julie love, why were ticket sales down and did a koozie bring the Dawgs good luck?

For more information on the McPherson Financial Group or to schedule a consultation, visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.

In this episode, Art McPherson and Luke McCarty help build ultimate portfolio. Hypothetically, if you had $1 Million available, where should you put it? The Alliance for Lifetime Income has one idea, but Art McPherson thinks you have better options. Plus, Elon Musk is a headline dominating billionaire, but Art explians why people like Elon are great for the market. 

For more information on The McPherson Financial Group or to schedule a consultation, call 772-281-5223 or visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.

Art McPherson and Luke McCarty kick off 2022 reminding you to set goals for your finances, not resolutions. Luke details how a "get fit resolution" can fail quickly, but setting a long term financial "goal" could yield better results. Plus, what factors could make 2022 the worst year to retire. 

For more information on The McPherson Financial Group or to schedule a consultation, call 772-281-5223 or visit www.artofmoneyradio.com  

See omnystudio.com/listener for privacy information.

In this episode Art McPherson details the pros and cons of switching their savings to an annuity plan. Plus, Art discusses some of the obstacles couples face in retirement that you may never see coming. Finally, why an Estate Plan is important so your loved ones are not stuck picking up the pieces after you are gone. 

For more information on the McPherson Financial Group or to schedule a consultation, call 772-281-5223 or visit www.artofmoneyradio.com 

See omnystudio.com/listener for privacy information.