Success in the New Retirement

From Stress to Strategy: One Couple’s Retirement Wake-Up Call


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What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build confidence in your retirement future. Whether you're a year away from retiring or just starting to plan, this episode offers practical insights to help you reduce stress and take control of your financial journey.

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

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Success in the New RetirementBy Damon Roberts, Matt Deaton

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