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275 episodes
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Success in the New Retirement Damon Roberts, Matt Deaton
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4.9 • 11 Ratings
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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.
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The Surprising Expense of Taxes in Retirement
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. -
Navigating Investment Strategies in a 401(k)
This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust retirement income and the importance of having a comprehensive retirement plan. The conversation explores the topic of adjusting investment strategies in a 401(k) and the potential risks of market downturns. The discussion also touches on the significance of tax planning in retirement and the potential impact of new tax laws.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information. -
4th of July and Supporting Small Businesses
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.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information. -
The Impact of Inflation on Everyday Expenses
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
See omnystudio.com/listener for privacy information.
Customer Reviews
Fun financial podcast!
Informative when it comes to retirement planning, and some great guests too!
Excited for the podcast
I’ve read their book and listened on KTAR. Retirement planning can be scary but Matt and Damon think outside the box to help make those golden years truly golden.