Success in the New Retirement By cover art

Success in the New Retirement

By: Damon Roberts Matt Deaton
Listen for free

  • Summary

  • 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. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
    2024 Damon Roberts, Matt Deaton
    Show more Show less
activate_primeday_promo_in_buybox_DT
Episodes
  • Embracing Your Inner Tightwad

    Embracing Your Inner Tightwad
    Jul 23 2024

    Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement.

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

    See omnystudio.com/listener for privacy information.
    Show more Show less
    9 mins
  • 3 Legs to a Full Financial Plan

    3 Legs to a Full Financial Plan
    Jul 16 2024

    Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth.

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

    See omnystudio.com/listener for privacy information.
    Show more Show less
    19 mins
  • The Surprising Expense of Taxes in Retirement

    The Surprising Expense of Taxes in Retirement
    Jul 16 2024

    This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement.

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

    See omnystudio.com/listener for privacy information.
    Show more Show less
    10 mins
Economics Personal Finance
Show more Show less

What listeners say about Success in the New Retirement

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available