The Three Biggest Villains Hiding in Your Retirement Plan

Who are the real villains threatening your retirement? Damon Roberts and Matt Deaton break down the biggest risks retirees face, from taxes and inflation to procrastination. They discuss Roth conversions, Social Security taxation, rising healthcare costs, and why putting off planning could be more …

What a Football Ticket Can Teach You About Inflation

What does a $1,400 football game reveal about retirement planning? Damon Roberts and Matt Deaton explore how inflation impacts retirement spending, why many retirees underestimate future expenses, and how a realistic income plan can help create confidence. They also discuss spending fears, rising c…

The Risk of Complacency in Today’s Market

Is “buying the dip” still a winning strategy when markets reach new highs? Matt Deaton and Damon Roberts discuss market corrections, election-year volatility, tactical investing approaches, and the importance of matching investment risk to your stage of life. They also explore how emotional decisio…

The Retirement Spending Habits Worth Rethinking

Are you spending money on the things that matter most in retirement? Matt Deaton and Damon Roberts discuss intentional spending, travel costs, retirement budgeting, and how aligning spending with personal priorities can help create meaningful experiences. The episode also explores building flexibil…

Are College Costs Putting Your Retirement at Risk?

Could helping your family pay for college quietly put your own retirement at risk? Damon Roberts and Matt Deaton explore how retirees can balance education expenses, family generosity, and the income needed to maintain independence. They also discuss retirement workshops, building a reliable payche…

Is Market Confidence Hiding a Retirement Risk?

Has a strong market left your retirement portfolio more exposed than you realize? Damon Roberts and Matt Deaton examine investor complacency, the risks of buying every dip, and why an allocation that once fit your life may no longer match your retirement timeline. They also discuss preparing for un…

Why Your Retirement Income Needs More Than a Formula

Could one-size-fits-all retirement formulas leave your income plan coming up short? Matt Deaton examines the 4% rule, longer life expectancies, and the challenge of turning savings into consistent retirement income. He also explores the “rule of thirds,” including guaranteed income, fixed-income in…

Buying the Dip or Catching a Falling Market?

Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popula…

The Retirement Mistake That Keeps People Up at Night

Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income …

DIY Retirement? Don’t Miss the Hidden Gaps

What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-…