Damon Roberts and Matt Deaton detail the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. 

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

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Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023. 

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

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Damon Roberts and Matt Deaton detail ways to update your 401k plan and why you need to "spend down" your 401k. Plus, how NOT to pay for Holiday shopping. 

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

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Damon Roberts and Matt Deaton talk about the popularity of annuities but why so many advisors refuse to make them part if a retirement plan. 

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

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Damon Roberts and Matt Deaton explain the importance of not letting the emotions of elections get in the way of your retirement plans. Plus, what affect do politicians really have on the market?

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

See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment. 

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

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Damon Roberts and Matt Deaton explain how the latest inflation numbers don't mean much when the powers that be keep moving the goal posts. Plus, why now is the right time to update your QCDs. 

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

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Damon Roberts and Matt Deaton detail potential lost accounts full of your money that's collecting dust when it should be complimenting your income plan. Plus, why adults need to look at their RMD's and QCD's before the end of the year. 

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

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Damon Roberts and Matt Deaton help you check items off your end of year "financial check list." Plus, the power of a ROTH and ROTH IRA and why more adults don't take advantage of it.

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

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51% of adults think they pay too much in taxes, which is unfair (it should be 100%). Damon Roberts and Matt Deaton discuss the importance of having a proper tax strategy because the current tax rates are about a low as we will ever see. 

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

See omnystudio.com/listener for privacy information.