Are You Asking Your Advisor the Right Questions?

What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerat…

The Million-Dollar Mistake You Didn’t See Coming

What if the real challenge of retirement isn’t saving money—but making it last? Damon Roberts and Matt Deaton break down why early financial education matters, using professional athletes’ cautionary tales to highlight the importance of smart planning, tax strategy, diversification, and sustainable…

Is the American Dream Still Within Reach?

What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, stra…

Milestone Moments: How to Celebrate Without Sacrificing Your Future

How do you prepare for life’s milestone moments—like weddings, grandkids, or sending a child to college—without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while prot…

The Hidden Cost That Could Derail Your Retirement

How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to bal…

Why Written Goals Make All the Difference in 2026

Is your retirement strategy just a wish—or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life’s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strat…

What If Your Retirement Math Is All Wrong?

What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more …

Spendophobia: Are You Afraid to Enjoy Your Retirement?

How long will your retirement savings really last—and what’s the secret to spending with confidence? This episode with Damon Roberts & Matt Deaton explores why income planning matters more than hitting a magic number, how “spendophobia” can hold you back, and why tax efficiency and fee awareness ar…

The Retirement Sweet Spot: Are You Missing It?

What’s the most overlooked opportunity in retirement planning? This episode explores the “sweet spot” for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, sh…

Is Your Retirement Plan Built on Myths?

Are you risking your retirement by following advice from friends or outdated strategies? This episode exposes common misconceptions and costly mistakes that can derail your financial future. Damon Roberts and Matt Deaton reveal why maximizing income—not chasing risky returns—is the key to lasting r…