Success in the New RetirementSuccess in the New Retirement
Clean

The Value of Working with a Financial Advisor

View descriptionShare

Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped  
294 clip(s)
Loading playlist

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

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

In 1 playlist(s)

  1. Success in the New Retirement

    294 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 294 clip(s)