Wealth Health Radio with Joe Murphy artwork

Wealth Health Radio with Joe Murphy

131 episodes - English - Latest episode: 4 days ago - ★★★★★ - 1 rating

Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text 800-930-5905.

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Episodes

Ep 23 Wealth Health Radio This week Joe Murphy highlights some advice about retirement that you should try to avoid.

February 18, 2022 17:00 - 53 minutes - 48.6 MB

It seems everybody has advice about retirement. They mean well but sometimes it’s laughable. This week Joe Murphy highlights some advice about retirement that you should try to avoid. Two of the biggest are Social Security running out  and the old 4% rule is the only way to withdraw your money. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Wealth Health Radio Joe Murphy talks about financial rules of thumb.

February 11, 2022 17:00 - 52 minutes - 48.4 MB

Today Joe Murphy talks about financial rules of thumb. They are defined as an approximate method for doing something, based on practical experience rather than theory. Rules of thumb are not always true but usually true. He covers everything from index funds to the tried and true rule of 72. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 21 Wealth Health Radio Joe Murphy outlines three potential threats that could impact your retirement savings this year.

February 04, 2022 17:00 - 52 minutes - 48.5 MB

This week, Joe Murphy outlines three potential threats that could impact your retirement savings this year. He’s also got some suggestions that could soften the blow. If you’re in or near retirement 2022 could be a bit rocky. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 20 Wealth Health Radio Joe Murphy says the economy, the pandemic and who knows what is on the horizon this year so it’s more important than ever to make sure your ducks are in a row when it comes to your retirement plan.

January 21, 2022 17:00 - 52 minutes - 48.1 MB

Are you planning to retire in 2022? This podcast is for you. Joe Murphy offers some suggestions on how to make that happen. He says the economy, the pandemic and who knows what is on the horizon this year so it’s more important than ever to make sure your ducks are in a row when it comes to your retirement plan. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 19 Wealth Health Radio

January 14, 2022 17:00 - 52 minutes - 48.3 MB

The new year and resolutions go hand in hand. This week Joe Murphy outlines some ways to give your retirement plan a financial workout. This is one workout where you wont break a sweat but you will thank yourself down the road when you get to retirement. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 18 Wealth Health Radio Creating a sustainable income is one key to a successful retirement. Joe Murphy breaks it all down this week.

January 07, 2022 17:00 - 52 minutes - 48.3 MB

Having an income plan that is sustainable is one key to a successful retirement. This week Joe Murphy offers some tips to help and strategies to get you there. All that and more on Wealth Health Radio. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 17 Wealth Health Radio On today’s show some tips to help make sure your money lasts all the way through retirement.

December 24, 2021 17:00 - 52 minutes - 47.8 MB

Planning for retirement with an eye on taxes and fees is a big job. On today’s show some tips to help make sure your money lasts all the way through retirement. Do you know what fees you’re paying? You might be surprised what Joe Murphy can find hidden in your portfolio. Wealth Health Radio. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 16 Wealth Health Radio This week, Joe Murphy discusses ways to get yourself on track to retire on your terms.

December 17, 2021 17:00 - 52 minutes - 73.4 MB

Are you saving enough for retirement. Statistics show most Americans aren’t where hey want to be when it comes to saving for retirement. This week, Joe Murphy discusses ways to get yourself on track to retire on your terms. He digs into everything from working with an advisor to understanding your risk tolerance. To learn more call 800-930-5905. Visit MWMFinancial.Tax.

This week, Joe Murphy discusses ways to get yourself on track to retire on your terms.

December 17, 2021 17:00 - 52 minutes - 48.3 MB

Are you saving enough for retirement. Statistics show most Americans aren’t where hey want to be when it comes to saving for retirement. This week, Joe Murphy discusses ways to get yourself on track to retire on your terms. He digs into everything from working with an advisor to understanding your risk tolerance. To learn more call 800-930-5905. Visit MWMFinancial.Tax. See omnystudio.com/listener for privacy information.

Joe Murphy outlines some strategies to help you navigate a volatile market

December 10, 2021 17:00 - 53 minutes - 48.6 MB

Rising inflation continues to dominate headlines, the market continues to be volatile. How can you protect your nest egg from all the uncertainty. This week Joe Murphy outlines some strategies to do just that on Wealth Health Radio. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 15 Wealth Health Radio Joe Murphy outlines some strategies to help you navigate a volatile market

December 10, 2021 17:00 - 52 minutes - 73.8 MB

Rising inflation continues to dominate headlines, the market continues to be volatile. How can you protect your nest egg from all the uncertainty. This week Joe Murphy outlines some strategies to do just that on Wealth Health Radio. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

Ep 14 Wealth Health Radio This week Joe Murphy digs into the reasons why we choose to work or not work once we stop work.

December 03, 2021 17:00 - 53 minutes - 74.2 MB

To work or not to work in retirement, that is the question Joe Murphy tackles in this week's Wealth Health Radio. People work in retirement for a variety of reasons and some people love it. Others, not so much. Joe digs into the reasons why we choose to work or not work once we stop work. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

This week Joe Murphy digs into the reasons why we choose to work or not work once we stop work.

December 03, 2021 17:00 - 53 minutes - 48.9 MB

To work or not to work in retirement, that is the question Joe Murphy tackles in this week's Wealth Health Radio. People work in retirement for a variety of reasons and some people love it. Others, not so much. Joe digs into the reasons why we choose to work or not work once we stop work. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 13 Wealth Health Radio This week Joe Murphy outlines some potential ways to plan for the taxes of tomorrow.

November 19, 2021 17:00 - 51 minutes - 71.9 MB

Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This week Joe Murphy outlines some potential ways to plan for the taxes of tomorrow. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

This week Joe Murphy outlines some potential ways to plan for the taxes of tomorrow.

November 19, 2021 17:00 - 51 minutes - 47.3 MB

Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This week Joe Murphy outlines some potential ways to plan for the taxes of tomorrow. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 12 Wealth Health Radio Joe Murphy digs into some outdated advice that is still being followed today but maybe you shouldn't.

November 12, 2021 17:00 - 53 minutes - 74 MB

What was good advice for retirement planning for your parents may not be good advice today. Joe Murphy on Wealth Health Radio digs into some outdated advice that is still being followed today. Including the 60/40/ bond split and how target date funds may not be the best solution for your 401(k).  Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

Joe Murphy digs into some outdated advice that is still being followed today but maybe you shouldn't.

November 12, 2021 17:00 - 53 minutes - 48.7 MB

What was good advice for retirement planning for your parents may not be good advice today. Joe Murphy on Wealth Health Radio digs into some outdated advice that is still being followed today. Including the 60/40/ bond split and how target date funds may not be the best solution for your 401(k).  Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

This week Joe Murphy details how to Properly Withdrawal from Retirement Accounts

October 29, 2021 16:00 - 52 minutes - 48.4 MB

There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Joe Murphy discusses the right order in which to approach your withdrawal. He also looks at some red flags that could warn of adjustments needed to your current retirement thinking and he offers some tips in giving yourself confidence in spending in retirement. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 10 Wealth Health Radio This week Joe Murphy details how to Properly Withdrawal from Retirement Accounts

October 29, 2021 16:00 - 52 minutes - 73.5 MB

There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Joe Murphy discusses the right order in which to approach your withdrawal. He also looks at some red flags that could warn of adjustments needed to your current retirement thinking and he offers some tips in giving yourself confidence in spending in retirement. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

Ep 9 Wealth Health Radio This week Joe Murphy takes a deep dive into what you should do and in some cases what you shouldn’t do when it comes to withdrawing money from your retirement accounts.

October 22, 2021 16:00 - 52 minutes - 73.1 MB

This week Joe Murphy takes a deep dive into what you should do and in some cases what you shouldn’t do when it comes to withdrawing money from your retirement accounts. Doing it the wrong way could cost you big bucks over time. Call 800-930-5905. Visit MWMFinancial.Tax to learn more.

This week Joe Murphy takes a deep dive into what you should do and in some cases what you shouldn’t do when it comes to withdrawing money from your retirement accounts.

October 22, 2021 16:00 - 52 minutes - 48.1 MB

This week Joe Murphy takes a deep dive into what you should do and in some cases what you shouldn’t do when it comes to withdrawing money from your retirement accounts. Doing it the wrong way could cost you big bucks over time. Call 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.

Ep 8 Wealth Health Radio This week Joe Murphy offers tips on how to protect your nest egg in spite of a market downturn.

October 15, 2021 16:00 - 52 minutes - 72.8 MB

You’ve made it to retirement, now what. What happens if the market makes the inevitable correction. Can you recover and still have the retirement you planned? This week Joe Murphy offers tips on how to protect your nest egg in spite of a market downturn. Call 800-930-5905. Visit MWMFinancial.tax. 

his week Joe Murphy offers tips on how to protect your nest egg in spite of a market downturn.

October 15, 2021 16:00 - 52 minutes - 47.9 MB

You’ve made it to retirement, now what. What happens if the market makes the inevitable correction. Can you recover and still have the retirement you planned? This week Joe Murphy offers tips on how to protect your nest egg in spite of a market downturn. Call 800-930-5905. Visit MWMFinancial.tax.  See omnystudio.com/listener for privacy information.

SECURE Act 2.0 - “If I Only Knew” - How To Avoid Mistakes When Planning Retirement -

October 08, 2021 16:00 - 52 minutes - 48.4 MB

What is SECURE Act 2.0?  Joe Murphy will explain what the proposed legislation could mean for your retirement accounts if it is passed.  Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement.  Joe will talk about how.  For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/ See omnystudio.com/listener for privacy information.

Rules On Inheriting a 401k or IRA - Are Having Bonds A Good Idea Right Now and More!

October 01, 2021 16:00 - 47 minutes - 44 MB

Joe Murphy has some tips on how to avoid mistakes when inheriting an IRA or 401k.  Are bonds the best way to create income or buffer your portfolio in this market environment?  Joe talks with Paul Payne, Life Insurance Specialist about that and how life insurance can lower your tax bracket and a lot more!  For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/       See omnystudio.com/list...

Cryptocurrency and Retirement - Making Withdrawal From Retirement Accounts Easy

September 24, 2021 16:00 - 52 minutes - 48.4 MB

Joe Murphy will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio.  He’ll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. Amber Murphy goes over some common tax questions she sees with clients and a lot more! For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/ See omnystudio.com/listener f...

Inflation’s Impact On Your Retirement Plan -Do’s & Don’ts of Retirement Planning - What Does Proposed Tax Legislation Mean For You?

September 17, 2021 16:00 - 52 minutes - 48.2 MB

Joe Murphy takes a look at how inflation may impact your retirement.   There are so many moving parts of a retirement plan.  Joe will take a step back and look at what you should and shouldn’t be doing.  Amber Murphy gives a look into President Joe Biden's proposed tax legislation and what it can mean for you and a lot more!  For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/ See omnystudio....

Inflation’s Impact On Your Retirement Plan -Do’s & Don’ts of Retirement Planning - What Does Proposed Tax Legislation Mean For You?

September 17, 2021 16:00 - 52 minutes - 72.7 MB

Joe Murphy takes a look at how inflation may impact your retirement.   There are so many moving parts of a retirement plan.  Joe will take a step back and look at what you should and shouldn’t be doing.  Amber Murphy gives a look into President Joe Biden's proposed tax legislation and what it can mean for you and a lot more!  For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/

Making Smart Decisions With Decumulation - Avoiding Mistakes In Planning Your Retirement - Startling Statistics About Retirement

September 10, 2021 16:00 - 52 minutes - 48.2 MB

Joe Murphy talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments.  He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement.  Joe also talks about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more! For more information or to get your questions answered, call Joe and the team a...

Put Your Foot On The Retirement Accelerator - How To Use Money In Old 401k Accounts

September 03, 2021 18:43 - 52 minutes - 47.8 MB

Joe Murphy takes a look to see if you are ready to start your retirement journey sooner.  Over a trillion dollars is left behind in old 401k’s.  Yep, you read that right.  Joe will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement.  That and a lot more!    For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/ See omnystudio.com/listener fo...

Put Your Foot On The Retirement Accelerator - How To Use Money In Old 401k Accounts

September 03, 2021 18:43 - 52 minutes - 72.1 MB

Joe Murphy takes a look to see if you are ready to start your retirement journey sooner.  Over a trillion dollars is left behind in old 401k’s.  Yep, you read that right.  Joe will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement.  That and a lot more!    For more information or to get your questions answered, call Joe and the team at 800-930-5905 or visit their website at https://www.mwmfinancial.tax/