『Money Made Modern with Sheridan Murphy』のカバーアート

Money Made Modern with Sheridan Murphy

Money Made Modern with Sheridan Murphy

著者： Modern Wealth Methods
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Money Made Modern with Sheridan Murphy is a revolution in the finance field. Sheridan, a CFP® who launched his firm in the chaos of 2020 and helped start his own RIA, cuts through noise with one advantage most shows don’t have: true independence. This is a coast-to-coast perspective from a pro who ditched the script to build real, lasting relationships and real plans.

Every episode turns big goals into decisive moves: tax-smart plays for business owners, retirement income that actually spends, college and first-home wins, market lessons ripped from history and applied to right now. “The value is in the plan,” he says—and he proves it with milestone moments you can feel. If you want money advice that moves like your life does, press play.
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  • Buckets, Brackets & Paychecks: A Simple Guide with Sheridan Murphy

    Buckets, Brackets & Paychecks: A Simple Guide with Sheridan Murphy
    2025/10/10

    Switching from saver to spender isn’t a light switch—it’s a plan. In this week’s Money Made Modern, I sit down with CFP® Sheridan Murphy to tackle the real questions mid-60s retirees ask: “How do I replace my paycheck? From where? And in what order?” We unpack bucket strategies, tax-smart withdrawals, and when tools like Social Security, pensions, annuities, Roth conversions, and HSAs make sense—no hype, just what works. If your goal is a SWAN plan (Sleep Well At Night), this one’s for you. Call 800-910-6286 to see how an independent, product-agnostic approach can turn your savings into durable income. Visit ModWealthMethods.com.

    See omnystudio.com/listener for privacy information.
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    55 分
  • Sheridan Murphy, a certified financial planner, discusses the complexities of retirement planning.

    Sheridan Murphy, a certified financial planner, discusses the complexities of retirement planning.
    2025/10/08

    Sheridan Murphy, a certified financial planner, discusses the complexities of retirement planning, emphasizing the importance of understanding inflation, creating sustainable income, and the role of communication in couples' financial decisions. He debunks the myth of needing a million dollars for retirement, highlights the significance of health and purpose in retirement, and explains strategies like Qualified Charitable Distributions (QCDs) and effective budgeting. The discussion also covers the impact of withdrawal rates and the necessity of diversification in investment strategies. Call (800) 910-6286 or visit ModWealthMethods.com.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    56 分
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