Success in the New Retirement

What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hidden risks, fees, and emotional realities behind successful retirement planning...

What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future.

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What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build confidence in your retirement future. Whether you're a year away from retiring or just st...

What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retirement, maximize income streams, and why both spouses should be part of th...

Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of wor...

Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning with clarity and confidence.

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What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mi...

What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting...

Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and reveal why efficient income planning can help you retire sooner and with mor...

What’s the cost of waiting to plan for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton tackle the hesitation many feel about working with a financial advisor—and why that delay could cost you options and income. They break down the importance of fiduciary standards, hidden fees, and how to vet your advisor like you vet your favorite restaurant. If you’re in your 50s...

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management.

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This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of bonds in investment strategies and the necessity of understanding tax implicatio...

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during the...

This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the impo...

This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value of seeking professional advice. Additionally, the hosts explore the role of annuities ...

This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement plans that address individual needs and concerns.

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Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying tax portfolios, and maximizing Social Security benefits. Real-life examples high...

Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and preserve wealth during market fluctuations. Creating a plan tailored to individual...

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes the need for creative strategies to ensure sustainable income while navigating the comp...