At some point, many retirees will be navigating life—and money—on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning “the rest of the story” matters. It’s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes.

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

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At some point, many retirees will be navigating life&mdash;and money&mdash;on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning &ldquo;the rest of the story&rdquo; matters. It&rsquo;s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes.
For more information or to schedule a consultation, call 480-680-6868 or visit&nbsp;<a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
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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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