261 episodes

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

Success in the New Retirement Damon Roberts, Matt Deaton

    • Business
    • 4.9 • 11 Ratings

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

    Finding a Sweet Spot in Your Tax Strategy

    Finding a Sweet Spot in Your Tax Strategy

    Finding the sweet spot in taxes.

    • 15 min
    Opportunities From High Inflation

    Opportunities From High Inflation

    Opportunities from high inflation.

    • 17 min
    Is a ROTH IRA the Smart Play?

    Is a ROTH IRA the Smart Play?

    Using an IRA to your advantage

    • 18 min
    Is Now The Time to Get Risky In Retirement?

    Is Now The Time to Get Risky In Retirement?

    Getting risky in the market.

    • 11 min
    Three Pillars of a Proper Retirement Plan

    Three Pillars of a Proper Retirement Plan

    Three Pillars of a Proper Retirement Plan

    • 21 min
    Knowing Your Budget in Retirement

    Knowing Your Budget in Retirement

    Setting your budget in retirement.

    • 10 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

hitmewithyourbestshot ,

Fun financial podcast!

Informative when it comes to retirement planning, and some great guests too!

Akuleboat ,

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.

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