Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lasting success in the new retirement.

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

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What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future.

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

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What if you’re missing out on thousands by ignoring the latest tax law changes? This episode breaks down the new rules for Social Security, Roth conversions, and self-directed IRAs, plus why timing matters for year-end retirement moves. Damon Roberts and Matt Deaton explain how to take advantage of low tax rates, avoid costly RMD penalties, and make smart decisions before December 31st.

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

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See omnystudio.com/listener for privacy information.