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In this episode Art McPherson details why some use fear and emotion to motivate and why it's never a good financial move. Plus, Where are the most tax friendly states and we learn what a cavitation is. Finally, Art discusses the pros and cons of remote consultation vs face to face.
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 we spend some time with The McPherson Financial Group in house CPA Mark Bernard. Mark and Luke kick things off talking about a common question they hear from clients: how to deal with a ROTH Conversion and what is a ROTH Analysis. Plus, as we wrap 2021, Mark details some things you can do to your tax strategy before the end of the year.
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.
In this episode, Luke McCarty details how Boomers had to go through inflation crisis of the 70's, so do they have an advantage when dealing with todays high inflation? Plus, we have a story about a young lady who received a $700 medical bill for sitting around the ER for 7 hours without being seen. This is common in 401k plans and the hidden fees. Luke talks about how to plan for a prepare for hidden fees.
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.
In this episode Art McPherson and Luke McCarty discuss the I-Bond and why it's something positive the government is offering for our money management. Plus, the pros and cons of jumping back into the workforce after retirement. Finally, we find out why Luke loves watching Hallmark movies alone.
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 discuss the new COVID variant and the markets negative reaction. Art explains that this could be more about fears of overreaction than worries about what the virus could do. Plus, how inflation is not affecting our Holiday Spending as much as we thought it may, but that doesn't mean inflation is going anywhere.
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 detail something in your financial portfolio that can't wait and needs to be completed no later than Dec. 31st. Plus, what having kids late in life will do to your financial portfolio and why being a "millionaire" isn't as sexy as it once was. Finally, why Art is determined to get a life size train in his backyard.
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 and Luke detail how $68 Trillion will soon be coming into the economy but the people receiving this cash are ill prepared for it. Plus if you inherit a large sum of money what needs to be your first step? Most adults lose a lump sum within 18 months. Art and Luke discuss how you can avoid being a statistic.
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 and Luke cover inflation, mealflation, shrinkflation and now, skimpflation? Is this a real threat to our retirement plans and furthermore, is there a way to prepare for it? Plus, the importance of the first meeting with The McPherson Financial Group and the homework required. Finally, we've talked about End Of Year Financial Planning, but what about End of Year Insurance Planning?
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 we welcome Mark Bernard to the Art of Money. Mark is a CPA with 20 years of experience and is the newest member of the McPherson Financial Group. Mark discusses the difference in tax prep vs tax planning plus, why it's so important to have someone with his credentials part of the team.
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 discuss inflation and why some economists think it's finally slowing down. Plus, why leftovers may be scarce this Thanksgiving.
For more information on The McPherson Financial Group or to schedule a consultation, visit www.artofmoneyradio.com
See omnystudio.com/listener for privacy information.
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,…