Success in the New Retirement

What If Your Retirement Math Is All Wrong?


Listen Later

What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building “fun money” into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making—without relying on outdated formulas.

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

Follow us on social media: Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Success in the New RetirementBy Damon Roberts, Matt Deaton

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

13 ratings


More shows like Success in the New Retirement

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,298 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

545 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

184 Listeners

Your Money Your Retirement Podcast by Linda Gardner

Your Money Your Retirement Podcast

13 Listeners

Retiring Today by Merkle Retirement Planning

Retiring Today

23 Listeners

Retire Today by Jeremy Keil

Retire Today

64 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

RETIREMENT MADE EASY by Gregg Gonzalez

RETIREMENT MADE EASY

37 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners