What if you’re missing out on thousands by ignoring the latest tax law changes? This episode breaks down the new rules for Social Security, Roth conversions, and self-directed IRAs, plus why timing matters for year-end retirement moves. Damon Roberts and Matt Deaton explain how to take advantage of low tax rates, avoid costly RMD penalties, and make smart decisions before December 31st.

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

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Is September a trap for your retirement portfolio? This episode dives into why timing the market can be risky, especially for those nearing retirement. Damon Roberts and Matt Deaton break down the difference between long-term investing and strategic moves for retirees, reveal the dangers of withdrawing after losses, and share practical tips for tax diversification and income planning. Don’t let procrastination sabotage your financial future—learn how to adapt your strategy for lasting success.

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

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What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hidden risks, fees, and emotional realities behind successful retirement planning, sharing real stories and practical advice for couples and individuals alike.

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

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What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future.

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

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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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What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retirement, maximize income streams, and why both spouses should be part of the conversation. Plus, hear what sets their approach apart from big-box firms.

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—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of working with a fiduciary. If you're serious about maximizing income and minimizing fees, this episode is a must-listen.

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

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Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning with clarity and confidence.

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

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What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mix of humor, insight, and practical retirement planning you won’t want to miss.

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

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What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs.

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

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