Success in the New RetirementSuccess in the New Retirement
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Navigating the New Retirement Landscape

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This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions.

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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