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Wisdom for Your Wisdom Years | Wave AI Podcast Notes

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Wisdom for Your Wisdom Years

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.

10 episodes

Episodes

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How Do Investment Funds Work? Understanding ETF's, Mutual Funds, and More with Jeromey Thornton of Avantis Investors

01:00:3110/21/2025

Understanding Medicaid and VA Benefits in Retirement with Estate Attorney Jodi Murphy

01:09:149/12/2025

Tackling the Big Beautiful Bill with CPA Abbie McGuire

00:50:239/5/2025

How to Find a Trustworthy Advisor: Know Your Fiduciaries!

00:13:428/27/2025

Bringing Kids and Families Together Through Golf: US Kids Golf with John Kim

01:11:498/21/2025

How is Social Security Taxed? How the BBB Changes SS and Retirement Tax Strategy

00:21:588/11/2025

Don't Be Like Prince! Planning Wisely for the End with Estate Attorney Jodi Murphy

01:05:568/5/2025

What Does Benetas Mean Anyway? Financial Wellness Put Into Practice

00:03:547/28/2025

How the "Big Beautiful Bill" Will Affect Roth Conversions and Your Taxes in Retirement

00:08:407/21/2025

The "Big Beautiful Bill:" What You Need to Know for Your Retirement

00:11:077/14/2025

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