Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.  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

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play.  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

Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of the market.  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

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

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

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

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

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

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

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