Modern Wealth Methods

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

10/17/2026

Losing a spouse is devastating. You're left to navigate complex financial and family decisions while deep in grief. This difficult reality requires immense strength. # Widowhood

10/16/2026

Achieving a successful retirement isn't about one big decision. It's a series of coordinated choices made before urgency strikes. We guide you through this process.

10/15/2026

Resilient plans are built with optionality. Flexibility is crucial to avoid baked-in losses and adapt when needed. The early years of retirement are not the time to find out your portfolio and paycheck weren't aligned.

10/14/2026

Inflation is still higher than the Fed desires. Even with recent interest rate hikes and expectations of more, holding all your money in cash means it's losing value. Inflation is actively eating away at your savings.

10/12/2026

Choosing retirement dates involves more than just picking a day. Consider healthcare, income taxes, and lifestyle. Build your income blueprint before deciding on benefits and withdrawals.

10/11/2026

Flexibility is key for a confident retirement strategy. Don't bake in losses. A written income blueprint is essential for moving forward.

10/10/2026

Consider silencing and harvesting assets in your tax-deferred retirement accounts. This strategy helps avoid capital gains taxes, allowing you to lock in high exit points effectively.

10/09/2026

Choosing your retirement portfolio involves balancing risks. Being too conservative can expose you to inflation, while overly aggressive strategies risk dangerous volatility during accumulation.

10/06/2026

Considering retirement involves more than just the years worked. It's about understanding when you can truly stop. Think about what 'working longer' truly achieves for your future.

10/06/2026

Planning for retirement? Think of the first couple of years as needing scripted plays, but with a huge emphasis on flexibility. Like an audible in football, you need to be ready to change your plan based on economic shifts, inflation, or unexpected events like a pandemic.

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