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Inhoud geleverd door Impact Partnership, Damon Roberts, and Matt Deaton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership, Damon Roberts, and Matt Deaton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Success in the New Retirement
Markeer allemaal (on)gespeeld ...
Manage series 3561354
Inhoud geleverd door Impact Partnership, Damon Roberts, and Matt Deaton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership, Damon Roberts, and Matt Deaton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
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301 afleveringen
Markeer allemaal (on)gespeeld ...
Manage series 3561354
Inhoud geleverd door Impact Partnership, Damon Roberts, and Matt Deaton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership, Damon Roberts, and Matt Deaton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
…
continue reading
301 afleveringen
Tous les épisodes
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Success in the New Retirement
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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 ! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.…
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 ! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.…
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Success in the New Retirement
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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 ! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.…
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 ! See omnystudio.com/listener for privacy information.…
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 ! See omnystudio.com/listener for privacy information.…
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 ! See omnystudio.com/listener for privacy information.…
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.…
This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
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Success in the New Retirement
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In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the implications of recent elections on the financial markets, the influence of media and celebrity endorsements, and the importance of having a solid retirement plan that is not overly reliant on political outcomes. They emphasize the need for education in financial planning and the significance of understanding tax implications in retirement. The conversation also touches on the effectiveness of campaign spending and the emotional nature of political decisions affecting financial strategies. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
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Success in the New Retirement
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In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
This week, Matt Deaton discusses various aspects of retirement planning, including investment strategies inspired by Warren Buffett, the financial implications of achieving the American dream, and the unexpected expenses that retirees may face, particularly healthcare costs. He emphasizes the importance of tailoring retirement plans to individual circumstances and the need for proactive financial management. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
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