Success in the New RetirementSuccess in the New Retirement
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What Retirees Wish They Knew Earlier

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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  
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Some retirement challenges don’t show up in spreadsheets—they show up in real life. This episode with Damon Roberts & Matt Deaton blends client perspectives with professional insight to explore common misconceptions about retirement, from healthcare costs to Social Security decisions. The conversation highlights why starting earlier matters, how assumptions can derail plans, and what retirees wish they had known sooner. It’s a grounded look at preparing for retirement beyond the surface-level math.

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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