Success in the New RetirementSuccess in the New Retirement
Clean

Women In Retirement

View descriptionShare

In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency.

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

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Success in the New Retirement

    295 clip(s)

Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
Social links
Follow podcast
Recent clips
Browse 295 clip(s)