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 to the national debt.

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

This week, Damon Roberts &amp; 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 to the national debt.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

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

The National Debt and the Future of Taxes

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 income strategies, inflation, taxes, and longevity. They also highlight the need to protect assets and build retirement income while considering potential risks. Damon and Matt provide insights into managing taxable income to minimize taxes and maximize Social Security benefits. They stress the value of working with a financial advisor who can help create a customized plan to ensure a successful retirement.

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

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 income strategies, inflation, taxes, and longevity. They also highlight the need to protect assets and build retirement income while considering potential risks. Damon and Matt provide insights into managing taxable income to minimize taxes and maximize Social Security benefits. They stress the value of working with a financial advisor who can help create a customized plan to ensure a successful retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

The Value of Working with a Financial Advisor

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 of diversification and risk reduction in investment strategies. The conversation also touches on the impact of emotions on financial decision-making and the role of technology in financial consultations.

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

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 of diversification and risk reduction in investment strategies. The conversation also touches on the impact of emotions on financial decision-making and the role of technology in financial consultations.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

The Role of Emotions in Financial Decision-Making

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

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 <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

The National Debt and the Future of Taxes

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Success in the New Retirement

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