Success in the New Retirement

This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception of market conditions and the need for individuals to remain grounded in their financia...

This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper planning to ensure financial security in retirement.

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In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the influence of financial gurus, the impact of market volatility on retirement planning, and the importance of managing emotions in investment decisions. They emphasize the need for tactical management strategies tailored to individual retirement goals, especially for those nearing retirement age. The conversation highlights the challenge...

This week, Damon Roberts & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the necessity of maximizing social security benefits, and the importance of havin...

In this conversation, Damon Roberts and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that includes tax considerations and social security optimization. The discussion also touches on...

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the value of working with true fiduciaries who prioritize clients' best interests. The conver...

This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of financial preparedness. They explore the implications of longevity, the necessity of maximizing 401(k) contributions, and the diverse paths individuals can take towards retirement.

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In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss common mistakes individuals make as they approach retirement, the importance of seeking financial advice, and the need for a comprehensive retirement plan. They emphasize the significance of understanding one's financial situation, the risks involved in DIY investing, and the necessity of tailored strategies for income and tax planning as retire...

This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss their experiences at the WM Phoenix Open, touching on the thrill and pressure of playing golf in front of a large crowd. They then transition into a critical discussion about hidden fees in retirement planning, emphasizing the importance of understanding what you're paying for in investment vehicles like variable annuities and mutual funds. The ...

In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion also touches on the attainability of financial independence in today's economy and the ...

In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. The conversation emphasizes the necessity of personalized financial planning and the be...

This week, Damon Roberts and Matt Deaton discuss the impact of recent events in college football and the Trump administration on retirement planning. They emphasize the importance of having a solid financial plan, understanding tax implications, and preparing for market volatility as individuals approach retirement. The conversation also highlights strategies for pre-retirees to maximize their income and create tax efficiency in th...

This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.

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This week, Matt Deaton discusses the significance of New Year's resolutions, particularly focusing on National Quitters Day, which falls on January 10th. He explores the common reasons people abandon their resolutions and emphasizes the importance of setting realistic goals.

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

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In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also touches on the significance of working with a fiduciary advisor to ensure that retire...

This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025.

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

In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial...

This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation ai...

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude duri...