In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also touches on the significance of working with a fiduciary advisor to ensure that retirement plans are tailored to individual needs and circumstances.

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

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This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025.

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

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In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans.

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

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This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures.

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

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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!

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This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions.

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

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In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the implications of recent elections on the financial markets, the influence of media and celebrity endorsements, and the importance of having a solid retirement plan that is not overly reliant on political outcomes. They emphasize the need for education in financial planning and the significance of understanding tax implications in retirement. The conversation also touches on the effectiveness of campaign spending and the emotional nature of political decisions affecting financial strategies.

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

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In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency.

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

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This week, Matt Deaton discusses various aspects of retirement planning, including investment strategies inspired by Warren Buffett, the financial implications of achieving the American dream, and the unexpected expenses that retirees may face, particularly healthcare costs. He emphasizes the importance of tailoring retirement plans to individual circumstances and the need for proactive financial management.

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

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In this episode of Success In The New Retirement, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individuals to understand their unique financial situations and prepare for potential future tax increases.

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

See omnystudio.com/listener for privacy information.