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Success in the New Retirement

Success in the New Retirement

Auteur(s): Damon Roberts Matt Deaton
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À propos de cet audio

 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/2Y3OBSG2025 Damon Roberts, Matt Deaton Finances personnelles Économie
Épisodes
  • Smart Moves for Year-End: Your Guide to Financial Success

    Smart Moves for Year-End: Your Guide to Financial Success
    Nov 18 2025

    Is your retirement plan ready for the twists and turns of today’s economy? This episode explores how shifting tax laws, market volatility, and required minimum distributions impact your financial future. Damon Roberts shares real-life stories, practical strategies for tax efficiency, and tips for making smart moves before year-end. Whether you’re decades from retirement or already drawing income, discover actionable insights to help you navigate the new landscape.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    16 min
  • The Hidden Fees Draining Your Retirement

    The Hidden Fees Draining Your Retirement
    Nov 11 2025

    Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    14 min
  • Roth Conversions: The Year-End Move You Can’t Ignore

    Roth Conversions: The Year-End Move You Can’t Ignore
    Nov 4 2025

    What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    15 min
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