This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

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.

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Success in the New Retirement

Navigating Market Trends and Portfolio Adjustments

On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and accounts for longevity. The conversation also mentions the beloved $1.50 hotdog/soda combo at Costco and the impact of inflation on everyday expenses.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

On this week's episode of Success In The New Retirement, Damon Roberts &amp; Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and accounts for longevity. The conversation also mentions the beloved $1.50 hotdog/soda combo at Costco and the impact of inflation on everyday expenses.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

The Impact of Inflation on Everyday Expenses

Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Maximizing Assets and Income Strategies in Retirement

Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Navigating Market Trends and Portfolio Adjustments

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