Spring Cleaning Your Retirement Tax Strategy
Success in the New Retirement
by Damon Roberts, Matt Deaton
4d ago
Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com    See omnystudio.com/listener for privacy information ..read more
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Acute Wealth Takes Over Nashville With George Birge
Success in the New Retirement
by Damon Roberts, Matt Deaton
6d ago
Damon Roberts shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Retiring on $1M or Less
Success in the New Retirement
by Damon Roberts, Matt Deaton
1w ago
How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right plan.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Tax Scams Targeting Your Retirement Plan
Success in the New Retirement
by Damon Roberts, Matt Deaton
2w ago
It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your plan? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information ..read more
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Updating Your ROTH Strategy
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
A ROTH could be an excellent option for your retirement plans because of the tax advantages. Damon Roberts and Matt Deaton detail the steps to creating a better strategy in retirement. Plus, while some schools are dumbing down their classes, we have a story of one county doing more to prepare kids for their financial future.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Do You Need One More Year to Retire?
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
A lot of adults will have a date circled on the calendar for retirement, but as it gets closer, they may say "I just need one more year." That phrase can be damaging to adults not just emotionally, but it can also cause problems in a portfolio. Damon Roberts and Matt Deaton detail how "one more year" could actually be "one less year".  For more information visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Is the Risk Worth the Reward?
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
WWE announced a 10 year $5 Billion deal with Netflix to be the exclusive streaming service for their wrestling content. This is a huge gamble for both WWE and Netflix, but is the risk worth the reward? Matt Deaton explains how long and short term risk can affect a retirement plan. Plus, what happens when someone refuses to quit work and retire? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Hot Dogging Your Retirement
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
Damon Roberts and Matt Deaton talk about the stress some adults face in an election year and how it could affect their investments. Plus, a rare opportunity to have a part time job in retirement that involves traveling the country and lots of ketchup.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Get Over Yourself and Your Insecurities
Success in the New Retirement
by Damon Roberts, Matt Deaton
2M ago
Damon Roberts and Matt Deaton explain why so many adults know they need retirement help but refuse to make the call. Plus the things you should NEVER do when seeking a financial advisor.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Setting Financial Goals, Not Resolutions
Success in the New Retirement
by Damon Roberts, Matt Deaton
2M ago
Damon Roberts and Matt Deaton detail the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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