Success in the New Retirement
Success in the New Retirement
Playlist by Success in the New RetirementRetirement 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 P…Follow the podcast:
284 clip(s) in playlist
Navigating the 4% Rule in Retirement
This week, Damon Roberts and Matt Deaton discuss the 4% rule, its implications for retirement planning, and the importance of personalized financial strategies. They explore the relevance of the 4% rule in today's context, emphasizing the need for a comprehensive retirement plan that accommodates i…
19:38Clean
Maximizing Your Retirement Income
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of financial planning for retirement, addressing common regrets people have about not saving enough. They emphasize the need for a comprehensive financial plan that allows individuals to rep…
18:02Clean
Managing Wealth in the New Retirement
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. Th…
17:14Clean
Minimizing Fees in Retirement Accounts
This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. …
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The Importance of Legacy Planning in Retirement
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed bene…
19:21Clean
The Benefits of a Recession in Resetting the Economy
In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to re…
13:54Clean
The National Debt and the Future of Taxes
This week, Damon Roberts & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due…
09:51Clean
The Value of Working with a Financial Advisor
In this week's episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including golf, the recent global tech outage, and tax strategies. They emphasize the importance of having a comprehensive retirement plan that addresses inc…
19:06Clean
The Role of Emotions in Financial Decision-Making
This week, Damon Roberts and Matt Deaton discuss various topics including recent political events, the state of the economy, and the importance of having a solid financial plan for retirement. They emphasize the need to be cautious of political influences on financial decisions and the importance o…
15:45Clean
Embracing Your Inner Tightwad
Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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