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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment returns to market indices like the S&P 500, but rather about creating a sustainable income strategy that aligns with individual goals and risk levels.
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.
4.9
1212 ratings
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment returns to market indices like the S&P 500, but rather about creating a sustainable income strategy that aligns with individual goals and risk levels.
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.
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