Joe Murphy discusses the significant demographic shift known as Peak 65, where over 4 million Americans are expected to retire annually through 2027. He highlights the challenges retirees face, including a shortage of qualified financial advisors and rising healthcare costs. Joe emphasizes the importance of proactive retirement planning, including strategies like Roth conversions to manage taxes and healthcare expenses effectively. The conversation also touches on the impact of inflation on retirement savings and the necessity of comprehensive financial planning to ensure a secure retirement. The episode concludes with listener questions, providing tailored advice on various financial scenarios. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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