EPISODE · Oct 17, 2025 · 55 MIN
Sheridan Murphy discusses the critical aspects of retirement planning.
from Money Made Modern with Sheridan Murphy · host Modern Wealth Methods
Sheridan Murphy discusses the critical aspects of retirement planning, focusing on healthcare costs, Medicare limitations, long-term care, estate planning, and the importance of communication in inheritance planning. They emphasize the need for a comprehensive financial plan to navigate the complexities of retirement, including the impact of inflation and the sequence of returns risk. The conversation highlights practical strategies such as utilizing Health Savings Accounts (HSAs) and the benefits of gifting while alive to mitigate tax burdens and support family members without jeopardizing retirement security. 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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Sheridan Murphy discusses the critical aspects of retirement planning.
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