Sherry Finkel Murphy, CFP®, RICP®, ChFC®
Not Young Not Done
Recent
About
Sherry Finkel Murphy is Founder and CEO of MadrinaMolly, LLC, a content company and platform that creates and distributes financial and longevity planning education through powerful storytelling. Sherry is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®,) Chartered Financial Consultant® (ChFC®,) and Retirement Income Certified Professional® (RICP®.) With 40+ years in multiple successful careers, she excels in helping clients fund both retirement and continuous reinvention.
Focusing on the Midlife generation(s), Sherry delivers financial and longevity planning education in easy-to-understand language. Sherry’s innovative thought leadership fills practical contemporary gaps in the classic financial planning domain, emphasizing that today’s retirement includes encore careers, multi-generational obligations, and risk of extended frailty. She has developed a glidepath to help underfunded professionals re-frame the multi-decade retirement process to achieve more successful outcomes.
In January 2024, Sherry completed the sale of her financial planning practice. She is regularly sought by younger advisors to provide mentorship as they serve their pre-retirement and retired clients.
Sherry Finkel Murphy is a trusted source of planning education and wisdom for those who are NOT YOUNG, NOT DONE.
Speaking
The Glidepath at 50
Steps you should take to align your next 50 years with your values, your time, and your finances. You will be living longer than you think. Time to get a plan.
The Problem is Not the Latte
How to think about allocating your cashflow better to achieve your goals. Finding the best ways to align your spend/save with what you value. Includes a downloadable spreadsheet.
The Triple-decker Club Sandwich Generation
Our families have become “everyone everywhere all the time.” How to support your kids, your parents, and your partners simultaneously once you realize that nobody is going anywhere anytime soon.
The Year of Not Saving Money
There are benefits to taking a sabbatical or a big vacation before retirement, not the least of which is it enables you to work longer (thus avoiding spending down too soon or paying for pre-Medicare health insurance); it enables you to manage the short window between launching children and minding increasingly frail parents; and it enables you to check items off your bucket list while your body can still climb Machu Picchu. Rethink the decade before retirement.
We Are Not Young Not Done
Those of us dubbed the Sandwich Generation have now become the Triple-Decker Club Sandwich Generation, navigating the needs of elderly parents, ourselves, children, and grandchildren. It's difficult to ping-pong among everyone and still take care of ourselves and our own health, finances, and emotional stability. But it can be done, and we must do it for ourselves because no one is going to do it for us. For the first time in history, four and five generations are living contemporaneously.
There isn’t a woman we know who hasn’t had the rug pulled out from under her -- professionally, personally or both -- by the patriarchy. We’re not crazy or hysterical. We’re furious. And so are our allies, who are good people. We’re not going to spend our best years playing by rules that don’t favor our success. Sometimes, we flex. We build our own playgrounds and play by our own rules.
We’re going to live a long time. And we’re going to control a lot of money, more than $30 trillion by the end of the decade. That means we have three important jobs:
We need to “hack” our healthspan, so we can have the best second half possible.
We need to understand what to do with wealth. We must ensure we have enough resources to afford what we want and need to manage our stress around finances. (Stress is bad. We don’t do stress.)
We need to plan and implement the family and community infrastructure that will enable us to thrive into our ninth and tenth decades.
