
Success in the New Retirement
1,315 FOLLOWERS
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you!
Success in the New Retirement
5d ago
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. The conversation emphasizes the necessity of personalized financial planning and the benefits of proactive retirement strategies.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
1w ago
This week, Damon Roberts and Matt Deaton discuss the impact of recent events in college football and the Trump administration on retirement planning. They emphasize the importance of having a solid financial plan, understanding tax implications, and preparing for market volatility as individuals approach retirement. The conversation also highlights strategies for pre-retirees to maximize their income and create tax efficiency in their financial planning.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
2w ago
This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
3w ago
This week, Matt Deaton discusses the significance of New Year's resolutions, particularly focusing on National Quitters Day, which falls on January 10th. He explores the common reasons people abandon their resolutions and emphasizes the importance of setting realistic goals.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
1M ago
In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also touches on the significance of working with a fiduciary advisor to ensure that retirement plans are tailored to individual needs and circumstances.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthene ..read more
Success in the New Retirement
1M ago
This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
2M ago
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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Success in the New Retirement
2M ago
This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures.
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Success in the New Retirement
2M ago
In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency.
For more information or to schedule a consultation, call 480-680-6868 o ..read more
Success in the New Retirement
2M ago
This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretireme ..read more