Beste New Retirement podcasts (2024)

1
Episode 370 - The Fundamentals of Lifetime RMDs 49:15

1d ago49:15

49:15

Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called “RMD aggregation.…

1
The Impact of Inflation on Everyday Expenses 11:35

7d ago11:35

11:35

On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and account…

1
Episode 369 - The TCJA Sunset! 46:30

1d ago46:30

46:30

Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress might do), this may not mean much of anything. U…

1
Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon 36:44

1d ago36:44

36:44

Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to navigate and deal with the ever-changing worl…

1
Episode 368 - Aging, Medical Care and Estate Planning - A Legal Perspective 44:16

8d ago44:16

44:16

On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the document…

1
Episode 367 - Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals 37:37

8d ago37:37

37:37

On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you! Because every investor’s needs are different, when planning for retirement, it is essential to …

1
Episode 363 - The Best Laid Plans of Mice and Men 44:20

8d ago44:20

44:20

Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise. As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s guests are representatives from Fiduciary Services North. They will discuss the services they provide and unders…

1
Maximizing Assets and Income Strategies in Retirement 14:38

14d ago14:38

14:38

Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to hav…

1
The Dangers of Chasing Returns in Retirement 15:44

21d ago15:44

15:44

Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies …

1
Navigating Market Trends and Portfolio Adjustments 20:32

28d ago20:32

20:32

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role o…

1
The Silent Killer: Fees in Retirement Plans 10:45

1M ago10:45

10:45

This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports ca…

1
Underestimating Your Income Needs in Retirement 10:50

1M ago10:50

10:50

Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy inf…

1
Where to Run When the Headlines Get Too Heavy 14:30

2M ago14:30

14:30

24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control. For more information …

1
Losing Confidence While Building Retirement Income 11:19

2M ago11:19

11:19

Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Door Damon Roberts, Matt Deaton

1
Breaking Down the First Meeting 9:35

2M ago9:35

9:35

Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy …

1
Finding a Sweet Spot in Your Tax Strategy 15:23

2M ago15:23

15:23

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listene…

1
Opportunities From High Inflation 17:16

3M ago17:16

17:16

Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy informa…

1
Is a ROTH IRA the Smart Play? 18:51

3M ago18:51

18:51

Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Door Damon Roberts, Matt Deaton

1
Episode 359 - Opportunities Abound, but Not Always for the Faint of Heart 38:08

3M ago38:08

38:08

This recent market analysis by Capital Group got our attention: Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy. To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limit…

1
Episode 358 - Who Knew? 45:01

3M ago45:01

45:01

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 193…

1
Episode 357 - Ch-Ch-Changes! 43:52

3M ago43:52

43:52

On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Retirement Radio Show to share their experience and knowledge gained over the years with their joint managemen…

1
Episode 356 - Is This Irrational Exuberance? 45:52

3M ago45:52

45:52

Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that …

1
Episode 355 - Election Year Investing 41:33

3M ago41:33

41:33

Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better perspective. We’ll then discuss investors’ biggest questions like, “How can we invest with confidence in an e…

1
Is Now The Time to Get Risky In Retirement? 11:46

3M ago11:46

11:46

When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/…

1
Three Pillars of a Proper Retirement Plan 21:31

3M ago21:31

21:31

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…

1
Knowing Your Budget in Retirement 10:16

3M ago10:16

10:16

Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of 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.…

1
Spring Cleaning Your Retirement Tax Strategy 10:06

4M ago10:06

10:06

Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…

1
Acute Wealth Takes Over Nashville With George Birge 7:54

4M ago7:54

7:54

Damon Roberts shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice. Experience the sound of George Birge on Spotify and check out his official website. For more informatio…

1
Retiring on $1M or Less 11:00

4M ago11:00

11:00

How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right plan. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Door Damon Roberts, Matt Deaton

1
Episode 354 - There's gold in them thar hills! 42:40

4M ago42:40

42:40

Many of us are familiar with that famous line from Mark Twain’s 1892 novel. In our attempts to deign what's going on in this economy, there is always enough warning for any of us and … of course … plenty of opportunity. Given the current trends we’re seeing in the stock market, especially with some indexes reaching all-time highs, we’re looking for…

1
Tax Scams Targeting Your Retirement Plan 21:03

4M ago21:03

21:03

It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your plan? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/li…

Podcasts die het beluisteren waard zijn

New Retirement Podcasts

Podcasts die het beluisteren waard zijn

1
Success in the New Retirement

Damon Roberts, Matt Deaton

1
New Retirement Radio with Dennis Prout Podcast

Dennis Prout and Shea Petaja

1
Episode 370 - The Fundamentals of Lifetime RMDs 49:15

1
The Impact of Inflation on Everyday Expenses 11:35

1
Episode 369 - The TCJA Sunset! 46:30

1
Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon 36:44

1
Episode 368 - Aging, Medical Care and Estate Planning - A Legal Perspective 44:16

1
Episode 367 - Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals 37:37

1
Episode 363 - The Best Laid Plans of Mice and Men 44:20

1
Maximizing Assets and Income Strategies in Retirement 14:38

1
The Dangers of Chasing Returns in Retirement 15:44

1
Navigating Market Trends and Portfolio Adjustments 20:32

1
The Silent Killer: Fees in Retirement Plans 10:45

1
Underestimating Your Income Needs in Retirement 10:50

1
Where to Run When the Headlines Get Too Heavy 14:30

1
Losing Confidence While Building Retirement Income 11:19

1
Breaking Down the First Meeting 9:35

1
Finding a Sweet Spot in Your Tax Strategy 15:23

1
Opportunities From High Inflation 17:16

1
Is a ROTH IRA the Smart Play? 18:51

1
Episode 359 - Opportunities Abound, but Not Always for the Faint of Heart 38:08

1
Episode 358 - Who Knew? 45:01

1
Episode 357 - Ch-Ch-Changes! 43:52

1
Episode 356 - Is This Irrational Exuberance? 45:52

1
Episode 355 - Election Year Investing 41:33

1
Is Now The Time to Get Risky In Retirement? 11:46

1
Three Pillars of a Proper Retirement Plan 21:31

1
Knowing Your Budget in Retirement 10:16

1
Spring Cleaning Your Retirement Tax Strategy 10:06

1
Acute Wealth Takes Over Nashville With George Birge 7:54

1
Retiring on $1M or Less 11:00

1
Episode 354 - There's gold in them thar hills! 42:40

1
Tax Scams Targeting Your Retirement Plan 21:03

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