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Success in the New Retirement

Success in the New Retirement

By: Damon Roberts Matt Deaton
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About this listen

 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 Economics Personal Finance
Episodes
  • From Stress to Strategy: One Couple’s Retirement Wake-Up Call

    From Stress to Strategy: One Couple’s Retirement Wake-Up Call
    Sep 9 2025

    What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build confidence in your retirement future. Whether you're a year away from retiring or just starting to plan, this episode offers practical insights to help you reduce stress and take control of your financial journey.

    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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    14 mins
  • From Stress to Strategy: The Power of a Retirement Plan

    From Stress to Strategy: The Power of a Retirement Plan
    Sep 2 2025

    What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retirement, maximize income streams, and why both spouses should be part of the conversation. Plus, hear what sets their approach apart from big-box firms.

    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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    18 mins
  • Why the 4% Rule Might Be Failing Retirees

    Why the 4% Rule Might Be Failing Retirees
    Aug 26 2025

    Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of working with a fiduciary. If you're serious about maximizing income and minimizing fees, this episode is a must-listen.

    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
    18 mins
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