Success in the New RetirementSuccess in the New Retirement
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped …342 clip(s)
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What’s the most overlooked opportunity in retirement planning? This episode explores the “sweet spot” for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, shares real-life stories, and discusses how to maximize your financial moves before year-end. Plus, hear how holiday traditions and giving back can enrich your retirement journey.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
