Joe Murphy discusses the common financial mistakes that baby boomers make as they approach retirement. episode artwork

EPISODE · Jul 4, 2025 · 52 MIN

Joe Murphy discusses the common financial mistakes that baby boomers make as they approach retirement.

from Wealth Health Radio with Joe Murphy · host Joe Murphy

Joe Murphy discusses the common financial mistakes that baby boomers make as they approach retirement, particularly focusing on Social Security and the importance of strategic planning. He emphasizes the need for a well-thought-out election strategy for Social Security benefits, the impact of taxes on retirement withdrawals, and the significance of understanding how divorce can affect Social Security benefits. Joe provides insights into when it might be beneficial to elect Social Security early and how to maximize benefits for both individuals and their spouses. The conversation highlights the importance of proactive financial planning to ensure a secure and fulfilling retirement. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 4, 2025

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Joe Murphy discusses the common financial mistakes that baby boomers make as they approach retirement.

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