Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and preserve wealth during market fluctuations. Creating a plan tailored to individual goals and circumstances can help retirees feel confident in enjoying their funds while preparing for the unexpected.

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 income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes the need for creative strategies to ensure sustainable income while navigating the complexities of financial planning in today's economy.

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 implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future.

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 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!

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This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception of market conditions and the need for individuals to remain grounded in their financial strategies despite sensational headlines.

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 the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper planning to ensure financial security in 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, hosts Damon Roberts and Matt Deaton discuss the influence of financial gurus, the impact of market volatility on retirement planning, and the importance of managing emotions in investment decisions. They emphasize the need for tactical management strategies tailored to individual retirement goals, especially for those nearing retirement age. The conversation highlights the challenges posed by market fluctuations and the necessity of having a solid plan to navigate these uncertainties effectively.

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 & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the necessity of maximizing social security benefits, and the importance of having a clear plan to manage retirement income effectively.

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 and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that includes tax considerations and social security optimization. The discussion also touches on the emotional aspects of financial decision-making and the importance of seeking professional guidance to navigate retirement effectively.

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 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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See omnystudio.com/listener for privacy information.