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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.

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