In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the value of working with true fiduciaries who prioritize clients' best interests. The conversation also touches on the balance between different investment strategies to optimize retirement outcomes.

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, emphasizing the need to rethink traditional retirement ages and the importance of financial preparedness. They explore the implications of longevity, the necessity of maximizing 401(k) contributions, and the diverse paths individuals can take towards retirement.

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 common mistakes individuals make as they approach retirement, the importance of seeking financial advice, and the need for a comprehensive retirement plan. They emphasize the significance of understanding one's financial situation, the risks involved in DIY investing, and the necessity of tailored strategies for income and tax planning as retirement approaches.

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, hosts Damon Roberts and Matt Deaton discuss their experiences at the WM Phoenix Open, touching on the thrill and pressure of playing golf in front of a large crowd. They then transition into a critical discussion about hidden fees in retirement planning, emphasizing the importance of understanding what you're paying for in investment vehicles like variable annuities and mutual funds. The conversation wraps up with a warning about the dangers of cashing out 401(k)s when changing jobs, highlighting the potential tax implications and the risk of losing retirement savings.

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

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In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion also touches on the attainability of financial independence in today's economy and the unique challenges faced by small business owners in planning for retirement.

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 evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. The conversation emphasizes the necessity of personalized financial planning and the benefits of proactive retirement strategies.

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 the impact of recent events in college football and the Trump administration on retirement planning. They emphasize the importance of having a solid financial plan, understanding tax implications, and preparing for market volatility as individuals approach retirement. The conversation also highlights strategies for pre-retirees to maximize their income and create tax efficiency in their financial planning.

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, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.

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 the significance of New Year's resolutions, particularly focusing on National Quitters Day, which falls on January 10th. He explores the common reasons people abandon their resolutions and emphasizes the importance of setting realistic goals.

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

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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!

See omnystudio.com/listener for privacy information.