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Navigating Thanksgiving Traditions

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped  
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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season.

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

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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