Couverture de Success in the New Retirement

Success in the New Retirement

Success in the New Retirement

De : Damon Roberts Matt Deaton
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 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/2Y3OBSG2025 Damon Roberts, Matt Deaton Economie Finances privées
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    Épisodes
    • Navigating Retirement: The Importance of Financial Advisors

      Navigating Retirement: The Importance of Financial Advisors
      Jun 17 2025

      This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value of seeking professional advice. Additionally, the hosts explore the role of annuities in providing stable income during retirement and compare them to traditional pensions, highlighting the flexibility and control that annuities can offer.

      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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      15 min
    • Building Trust in Financial Advisory

      Building Trust in Financial Advisory
      Jun 10 2025

      This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement plans that address individual needs and concerns.

      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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      17 min
    • Mastering Roth Conversions: A Retirement Game Changer

      Mastering Roth Conversions: A Retirement Game Changer
      Jun 3 2025

      Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying tax portfolios, and maximizing Social Security benefits. Real-life examples highlight how small tax adjustments can save thousands, providing retirees with more financial freedom.

      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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      20 min

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