The Art of Money with Art McPherson

Hosted by Art McPherson

Business Education

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Episodes

124

Latest episode

Aug 2026

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About the show

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, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.

Listen to episodes

60 recent

August 18, 202629 min

What's Your Retirement Success Score?

Are you on track for retirement, or just hoping everything works out? Christian McPherson discusses probability of retirement success, income planning, annuities, charitable giving strategies, sequence of returns risk, and how emotions can affect investment decisions. He also shares insights on retirement readiness, risk management, and lessons from athlete Tim Tebow about finding wise financial guidance. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

August 4, 202621 min

Vacations, Marriage, and Life Beyond Money

What happens when financial professionals take a break from talking about finances? Art McPherson and Coach Julie share stories about travel, family, marriage, vacations, and life on Florida’s Space Coast. From cruise adventures to packing habits and vacation splurges, listeners get a lighter behind-the-scenes look at the personalities behind the microphones. Art and Julie also discuss communication, family dynamics, and the lessons they've learned from years together. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 28, 202627 min

What’s Really Hiding Inside Your Portfolio?

Could your portfolio already own one of the market’s hottest companies without you knowing it? Art McPherson discusses SpaceX, portfolio diversification, annuities, retirement income strategies, and market momentum. Plus, Art shares stories from spending time with Bill Murray at the Caddyshack charity golf tournament. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 21, 202630 min

Side Hustles, Roth Moves, and Retirement Risks

A side hustle can add purpose in retirement, but some risks deserve a closer look. Art McPherson discusses part-time work, consulting, long-term care planning, backdoor Roth conversions, tax strategy, annuities, and the risks of funding a small business or friend’s venture with retirement money. Art explains why planning ahead can reduce financial stress, how Roth strategies require careful tax coordination, and why guaranteed-style income tools may fit some retirement plans. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 14, 202627 min

Retirement Success Is Built on Singles and Doubles

You don’t need grand slams to build a successful retirement plan. Art McPherson discusses balancing risk and growth, creating reliable income, avoiding retirement planning mistakes, and defining what financial freedom really means before turning your retirement dreams into reality. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 30, 202627 min

The SpaceX IPO Question Every Retiree Is Asking

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 accounts, and taxable investments. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 23, 202620 min

Why Staying Engaged Matters More Than Ever

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 | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 16, 202628 min

Layoffs, Taxes, and the Real Test of Retirement Planning

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 practical ways to evaluate income if plans change unexpectedly. Plus, a look at Roth conversion strategies, tax efficiency, and why consistent saving and disciplined planning can influence outcomes over time. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 9, 202628 min

Building Guardrails for an Unpredictable Market

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 also touches on client relationships, second opinions, and staying focused on long-term goals. Plus, insights from a professional athlete bring a unique perspective on navigating life’s next chapter. For more information visit www.artofmoney.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 2, 202622 min

The Long Game in Financial Planning

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 information.