
The Gap and The Gain
Your life's journey is full of wins and losses, and however lumpy, it is a journey, a movement toward something, which means it is also full of gains. One common trait of successful people is they set goals and, having a

Hosted by Matt Murphy · 🇺🇸 US · EN-US · 48 episodes
Established thought leaders with verified media credentials.
Join Matt Murphy, CFP®, AIF®, and founder of Benetas Wealth, as he breaks down financial strategies, lifestyle hacks, and unconventional insights to help you build a retirement worth living—on your terms, with purpose and passion.
Matt Murphy hosts Wisdom for Your Wisdom Years, a business show with 48 episodes published.

Your life's journey is full of wins and losses, and however lumpy, it is a journey, a movement toward something, which means it is also full of gains. One common trait of successful people is they set goals and, having a

Matt tackles a common question from clients: will traditional investing work with AI? AI is changing how businesses operate, with explosive increases in scope and scale over the past couple years. There is enormous hype

Simplicity isn't just a nice feature of plans and documents, it carries real value. When things are complex, whether it's your investment allocation (or the investments themselves) or your estate plan documents, it costs

Follow Matt Murphy Web: https://www.benetaswealth.com Newsletter: http://eepurl.com/jb7SNc LinkedIn: https://www.linkedin.com/in/mattmurphycfp Advisory services offered through Commonwealth Financial Network®, a Register

Gold and other precious metals have been used as stores of value for thousands of years, so naturally investors are curious about adding them to their portfolio. Curiosity typically peaks not when the markets are quiet a

Follow Matt Murphy Web: https://www.benetaswealth.com Newsletter: http://eepurl.com/jb7SNc LinkedIn: https://www.linkedin.com/in/mattmurphycfp Advisory services offered through Commonwealth Financial Network®, a Register

Retirement income is not like income from a job. It's a layered system, and it can be confusing. Matt explains how retirement income shows up on a tax return, and how each piece -- IRA distributions, Social Security, etc

Matt walks thorugh exactly what happens with your IRA as you approach end of life and death, including required minimum distributions, changing Medicare thresholds (IRMA), and the changing tax brackets upon death as the

Growth for a company tends to be talked about in simplistic ways: revenue, profits, employee count, new locations, etc. However these are simply outputs. When an organization grows, it's responsibility grows as well -- a

Two weeks before this episode aired, Rory McIlroy won the Masters championship for the second time, and a back to back win at that -- a veryrare feat in golf. Rory became the fourth to ever do it, alongside the best golf

When markets become volatile, many people start to get nervy. It feels like a time to pull back, to move to cash and wait until the storm blows over and things return to "normal." As Matt counsels, however, for a well de

Every time a scam hits the headlines, most people think to themselves: "this wouldn't happen to me." And yet, scams happen all the time, even to smart, well-informed people! Many think scammers are bottom feeders, spammi

Matt recently spoke at the University of Central Florida to students interested in pursuing a career in wealth management. One student asked him a prescient question: how did he learn how to talk with clients about money

Matt reviews a few conversations he's had with clients that came seeking a second opinion about the financial advice they had gotten. The conversations highlight a common problem that is unfortunately not talked about mu

Some wealth management firms offer integrated financial advisory, in which they combine investment management, tax planning, estate planning, insurance and more under one roof. The concept is attractive -- you have one p

Abbie returns to the podcast to talk with Matt about the many tax implications of Roth IRA conversions in retirement. Roth conversions are useful tools for managing your cash flow in retirement and avoiding the retiremen

CPA's are skilled and useful practioners, and important tools in making sure that you are compliant with the tax code and don't pay more taxes than you legally owe... this year . Many people mistake the advice of their C

Attorneys, accountants, investment advisors -- they all have their place in your financial life. Most of them provide sound advice as well, but they are specialized professionals and their expertise and scope of work is

Matt explores the psychology behind a conversation he has often with clients, which revolves around the fear of spending in retirement. Even when the math is done, the spreadsheets are double checked, the modeling shows

Today is the one year anniversary of Benetas Wealth, which has Matt reflecting. For over twenty years he was a professional financial advisor at a big firm, but after stepping out to run his own practice that chapter, he
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Wisdom for Your Wisdom Years is hosted by Matt Murphy. The show is categorised under business (investing) and has published 48 episodes.
Wisdom for Your Wisdom Years has published 48 episodes.
Wisdom for Your Wisdom Years regularly covers business, investing, health. It sits in the business category, with a investing focus.
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Episodes of Wisdom for Your Wisdom Years average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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