This week on Success In The New Retirement, the conversation covers various topics including organizing a neighborhood fireworks show, 4th of July statistics, pride in being American, financial independence, and support for small businesses. The main takeaways include the importance of community involvement, the significance of financial planning for retirement, and the value of small businesses in the economy.

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On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and accounts for longevity. The conversation also mentions the beloved $1.50 hotdog/soda combo at Costco and the impact of inflation on everyday expenses.

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

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Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.

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

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Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals.

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

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This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

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

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This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.

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

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Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.

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

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24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.

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

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