Caddyshack, Roths, and Retirement Truths
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Caddyshack, Roths, and Retirement Truths
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About this listen
What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mix of humor, insight, and practical retirement planning you won’t want to miss.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.