Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to retirement?

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

<p>Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to retirement?</p> <p>For more information or to schedule a consultation call 480-680-6868 or visit <a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a> </p>

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

Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could...