Retirement fear isn’t about numbers—it’s about not knowing where your paycheck comes from. This episode with Damon Roberts & Matt Deaton breaks down why running out of money still tops the worry list and how income strategies beyond the 401(k) can reshape confidence. From pensions disappearing to creating personal income streams, the conversation centers on turning savings into stability. Plus, insights for small business owners on tax efficiency and long-term planning.

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 isn’t about stopping work at all? This episode with Damon Roberts & Matt Deaton explores why more people are choosing to keep working, how flexibility changes financial decisions, and the hidden pitfalls of Social Security timing and healthcare costs. It also tackles misinformation, scams, and the importance of building a strategy you can actually trust.

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

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What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions around Social Security, withdrawal rules, healthcare costs, and retirement planning shortcuts. They explore how income, taxes, and risk intersect later in life, and why a written plan matters as retirement approaches. The conversation highlights how outdated rules of thumb can miss today’s realities—and why flexibility and clarity have become essential parts of the retirement conversation.

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

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Is the 4% rule still relevant in today’s retirement landscape? Damon Roberts and Matt Deaton break down diversification, income planning, and the assumptions behind popular retirement rules of thumb. They discuss market volatility, withdrawal strategies, and why relying on a single guideline can create blind spots. From portfolio structure to income timing, this episode examines how retirement planning has shifted—and why retirees are being asked to think differently than previous generations.

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

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What happens when a legendary musician reflects on longevity, money, and knowing when to stop—or not stop—at all? In this special archive episode, Vince Gill joins Matt Deaton. In their conversation, Vince shares stories from decades on the road, lessons learned watching others struggle with success, and why purpose matters more than numbers. The discussion touches on balance, fulfillment, retirement, and how loving the craft can shape decisions long after most people slow down. A thoughtful look at life, work, and defining success on your own terms.

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

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Many retirement assumptions sound logical—until you take a closer look. This episode breaks down common myths around taxes, income, and relying too heavily on a 401(k). Damon Roberts and Matt Deaton explore why diversification goes beyond investments, how taxes can still matter in retirement, and why planning multiple income sources shapes flexibility later in life. Along the way, real-world examples highlight how small misconceptions can lead to big surprises without a clear plan.

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

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Some retirement challenges don’t show up in spreadsheets—they show up in real life. This episode with Damon Roberts & Matt Deaton blends client perspectives with professional insight to explore common misconceptions about retirement, from healthcare costs to Social Security decisions. The conversation highlights why starting earlier matters, how assumptions can derail plans, and what retirees wish they had known sooner. It’s a grounded look at preparing for retirement beyond the surface-level math.

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

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Is Social Security really disappearing, or is that just another retirement myth? The conversation breaks down common misconceptions around Social Security, healthcare costs, withdrawal rules, and spending in retirement. Damon Roberts and Matt Deaton discuss how long retirees actually live, why retirement often costs more than expected, and how income planning fits into today’s realities. The episode focuses on separating headlines from facts and understanding how modern retirement differs from previous generations.

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

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