『Success in the New Retirement』のカバーアート

Success in the New Retirement

Success in the New Retirement

著者： Damon Roberts Matt Deaton
無料で聴く

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/2Y3OBSG2026 Damon Roberts, Matt Deaton 個人ファイナンス 経済学
エピソード
  • The Tax Strategy Retirees Often Miss

    The Tax Strategy Retirees Often Miss
    2026/07/14

    Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income.

    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.
    続きを読む 一部表示
    18 分
  • The Risk Behind Chasing Big Retirement Returns

    The Risk Behind Chasing Big Retirement Returns
    2026/07/07

    Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey’s views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability.

    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.
    続きを読む 一部表示
    19 分
  • Retirement’s Version of Independence Day

    Retirement’s Version of Independence Day
    2026/06/30

    Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America’s 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more on life and less on financial stress.

    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.
    続きを読む 一部表示
    17 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません