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Success in the New Retirement

By: Damon Roberts Matt Deaton
  • 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
    2024 Damon Roberts, Matt Deaton
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Episodes
  • Underestimating Your Income Needs in Retirement
    May 21 2024

    Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.

    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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    11 mins
  • Where to Run When the Headlines Get Too Heavy
    May 15 2024

    24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.

    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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    15 mins
  • Losing Confidence While Building Retirement Income
    May 7 2024

    Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress?

    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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    11 mins

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