What if you’re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready—despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You’ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable income.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

When Retirement Becomes a Solo Act
15:48

The Roth Conversion Question Most Retirees Get Wrong
12:53

The Real Reason Retirees Struggle to Spend Confidently
16:13