Modern Wealth Methods

Modern Wealth Methods Financial Planning for Business Owners

Sheridan Murphy began his own firm in 2020 in Ohio during the height of the pandemic, and recently rebranded the business to Modern Wealth Methods after moving his headquarters to Tampa, Florida. Licensed to work with clients across America, today’s technology makes Sheridan and Modern Wealth Methods easily accessible and unbound by geographic limitations. As an IAR (independent advisor representa

tive), Sheridan chose to be independent, which means freedom from any one particular financial institution.

06/02/2026

Transform your financial strategy by redirecting funds from the IRS directly into assets your family will own and keep. This show offers sophisticated solutions for complex financial challenges, working with affluent business owners and serious investors.

06/01/2026

Generating $700k and paying $100k in taxes is impressive, but are there missed financial planning opportunities? Many successful entrepreneurs focus on building their business, unintentionally overlooking their personal financial structure. Let's discuss how to address this.

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us!

05/31/2026

Selling an asset with a $1.9 million capital gain means facing a massive tax bill. Assuming a 25% tax rate, you're looking at nearly half a million dollars owed in taxes. Definitely not an ideal situation.

05/31/2026

Is all your wealth tied to a single private business? This can make your personal balance sheet seem less diversified than it is. You might feel you haven't achieved enough, or that your access to funds is limited because it's all in the business. This can lead to a feeling of being strapped.

05/29/2026

Wealthy individuals often fixate on investment returns, overlooking the silent impact of taxes. Tax efficiency, or inefficiency, compounds significantly over time, quietly eroding your wealth.

With constant shifts in the economy, taxes, and retirement planning, staying informed is essential to staying on track w...
05/29/2026

With constant shifts in the economy, taxes, and retirement planning, staying informed is essential to staying on track with your retirement goals. On the "Money Made Modern" radio show, listen to Sheridan Murphy discuss what’s happening right now and what it could mean for you!

Tune in every Saturday at 10 AM on WHPT-FM 102.5 Tampa Bay, or listen to his past episodes here: https://ow.ly/44UQ50YRPfo

05/29/2026

The financial hurdles for wealthy business owners aren't about making money. It's about shielding assets, cutting taxes, managing risk, and structuring for lasting success.

05/27/2026

Business owners, Q4 is the time to act! Learn how to leverage Section 179 depreciation on vehicle purchases to significantly reduce your tax liability. Maximize your savings before the year ends.

Address

Tampa, FL

Website

Alerts

Be the first to know and let us send you an email when Modern Wealth Methods posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Modern Wealth Methods:

Shortcuts

Share

Category