Success in the New Retirement

By: Damon Roberts Matt Deaton
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  • Summary

  • 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! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
    2025 Damon Roberts, Matt Deaton
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Economics Personal Finance
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Episodes
  • Unlocking Retirement Spending

    Unlocking Retirement Spending
    Feb 11 2025

    In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion also touches on the attainability of financial independence in today's economy and the unique challenges faced by small business owners in planning for retirement.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    16 mins
  • There's No Magic Number

    There's No Magic Number
    Feb 4 2025

    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!

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Show more Show less
    16 mins
  • Navigating Retirement in a Changing Landscape

    Navigating Retirement in a Changing Landscape
    Jan 28 2025

    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!

    See omnystudio.com/listener for privacy information.
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    18 mins

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