The Art of Money with Art McPherson

Could a Roth conversion save you from a bigger tax bill later? Art McPherson explores the buzz surrounding the SpaceX IPO, how retirees should think about speculative investments, Social Security timing strategies, and why tax diversification matters. Art Mark also discusses Roth conversions, retirement income planning, and the surprising tax traps many retirees overlook when managing IRAs, Roth a...

The first meeting can shape your entire financial future—if it’s done right. Christian McPherson explains how understanding goals, risk, and income needs builds a stronger plan. The episode also explores retirement risks, market volatility, and staying engaged in your financial strategy. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube | Instagra...

From new “Trump accounts” for kids to market comparisons with past crashes, this episode with Art McPherson covers a wide range of financial topics shaping today’s landscape. You’ll hear insight into long-term investing, compound growth, and how market conditions compare to historical periods like 1929. The conversation also addresses layoffs, retirement readiness, and prac...

Even with millions saved, retirement questions don’t disappear—they just change. This episode with Christian McPherson explores common concerns like market volatility, long-term care, and economic uncertainty, alongside practical ways to prepare for them. The conversation highlights building a structured plan, managing risk, and creating “guardrails” to protect income. It a...

Business lessons and personal experiences intersect with retirement planning in this episode with Art McPherson. The discussion highlights long-term thinking, family legacy, and how discipline applies across financial decisions. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy informat...

A charity poker event turns into a mix of sports, stories, and unexpected moments behind the scenes. Art and Julie McPherson share their experience meeting Phillies players and staff, along with interviews and lighthearted reflections from the event. From competitive tables to candid conversations, this episode blends sports fandom with personal stories from a unique setting. For more information...

A strong retirement isn’t built on guessing—it’s built on understanding your income needs and adjusting along the way. This episode with Art McPherson highlights common mistakes with 401(k)s, inflation, and budgeting, while reinforcing the importance of planning for both today and tomorrow. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube |...

What do baseball, doctor visits, and everyday conversations reveal about financial planning? This lighter episode with Julie McPherson blends real-life experiences with insights on health, habits, and decision-making. It highlights how personal behaviors can influence long-term outcomes. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook...

What happens when retirement plans meet real-life disruptions? Art McPherson discusses why many retirees appear asset‑rich but feel cash‑constrained, and how health events, market swings, and unexpected expenses can change priorities. The episode examines long‑term care, liquidity, and planning for a retirement that doesn’t follow a straight line. For more information visit  www.artofmo...

Summer travel can create memories—and surprise expenses. Julie McPherson talks through common vacation budgeting mistakes, from hidden fees to over-scheduling and over-packing. The conversation blends practical travel insights with broader money habits that affect family finances beyond the trip itself. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube...

Sometimes the toughest questions aren’t about money at all. Art & Julie McPherson share a candid conversation that blends relationships, communication, and personal insight with the realities of planning for the future. The episode explores how personality, habits, and priorities influence financial decisions just as much as numbers do. For more information visit  www.artofmoney.com...

Retirement myths tend to sound reassuring—until reality sets in. This episode with Art McPherson breaks down common misunderstandings around spending, healthcare costs, taxes, and working longer. The conversation explains why many expectations don’t match lived experience and how planning assumptions can quietly fall apart. It’s a candid look at what actually shapes retirement ou...

Is market fear louder than reality? This episode with Christian McPherson blends timely market discussion with real‑life spending decisions, using relatable examples like The Masters, travel, and long‑term investing. The conversation explores how perspective, planning, and alignment matter more than short‑term headlines. Listeners hear why risk tolerance changes over time, how market pullbacks fit...

Are headlines driving your retirement decisions—or just creating fear? This episode with Art McPherson cuts through financial noise, focusing on how economic headlines, market predictions, and online “experts” can overwhelm people nearing retirement. The discussion explains why the economy matters more than predictions, how disciplined planning helps manage uncertainty, and why s...

Retirement planning looks different for those going it alone. This episode with Art McPherson focuses on solo retirees, widows, and individuals without traditional family structures. The conversation covers budgeting, decision-making, legacy planning, and why guidance matters when support systems are limited. For more information visit  www.artofmoney.com ! Follow us on social media: YouTube...

Markets move—but emotions often move faster. This episode with Art McPherson explores the emotional triggers that cause retirees to abandon well-constructed plans during periods of volatility. From headline-driven fear to political and economic noise, the conversation explains how overreaction can quietly erode long-term results. The focus stays on discipline, perspective, and why managing b...

Legacy planning is about more than documents—it’s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren’t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention. For more information visit www.artofmoney.com ! Follow us on soci...

What if a State of the Union speech focused on sleep, discipline, and financial clarity instead of politics? This lighter but insightful episode with Art & Julie McPherson uses humor and reflection to connect personal habits, discipline, and planning decisions with long-term well-being—both financial and personal. For more information visit  www.artofmoney.com ! Follow us on social...

What happens if Social Security rules change—and what should retirees control instead? Art McPherson discusses Social Security uncertainty, market momentum, and the difference between political noise and long‑term fundamentals. The episode touches on income planning, market complacency, and how investors can separate short‑term headlines from long‑term decisions. It’s a conversation ab...

Market headlines grab attention—but taxes quietly shape outcomes. Art McPherson explains why tax planning matters as much as investment returns and how emotional decisions can derail retirement income. From market cycles to Roth conversions, this episode focuses on controlling what you can when uncertainty is unavoidable. For more information visit  www.artofmoney.com ! Follow us on soc...

Volatility, AI, and wild swings in gold and silver are dominating headlines—but what do they mean for retirement? Art McPherson explores diversification, income stability, and why commodities behave differently than traditional investments. From AI’s real-world impact to long-term planning lessons from Tim McGraw, this episode blends market insight with practical retirement perspective...

What if the number you think you need for retirement is completely wrong? In this episode, Christian McPherson breaks down why industry “magic numbers” mislead everyday retirees and how focusing on income, not account size, creates real confidence. He digs into the disconnect between headlines and reality, navigating taxes, inflation, Medicare costs, and retirement “red zone&rdqu...

What happens when grit, loyalty, and unexpected opportunity collide in the world of pro football? In this episode, Art McPherson dives into powerful conversations with Super Bowl champion Mark Schlereth and Hall of Famer Ed Reed. Schlereth shares the unbelievable twists that kept his NFL dream alive, while Reed opens up about financial literacy, mentorship, and what today’s athletes risk los...

When should you claim Social Security? Art McPherson breaks down why the right timing can transform your retirement income. He tackles volatility, tax strategy, and the myths that confuse most retirees — then shifts to an inspiring conversation with country artist Drew Baldridge about building a dream from the ground up. With real stories, relatable examples, and straightforward guidance, th...

Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most. For more info...