Success in the New Retirement copertina

Success in the New Retirement

Success in the New Retirement

Di: Damon Roberts Matt Deaton
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A proposito di questo titolo

 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/2Y3OBSG2026 Damon Roberts, Matt Deaton Economia Finanza personale
Episodi
  • Is the American Dream Still Within Reach?

    Is the American Dream Still Within Reach?
    Jan 27 2026

    What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, strategy, and knowing your numbers. They also explore legacy, purpose, and how Dolly Parton’s wisdom applies to your financial future.

    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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    16 min
  • Milestone Moments: How to Celebrate Without Sacrificing Your Future

    Milestone Moments: How to Celebrate Without Sacrificing Your Future
    Jan 20 2026

    How do you prepare for life’s milestone moments—like weddings, grandkids, or sending a child to college—without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while protecting your financial future. Discover why self-discipline, second opinions, and clear goals matter. It’s a candid look at balancing celebration and security for your best year ever in 2026.

    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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    11 min
  • The Hidden Cost That Could Derail Your Retirement

    The Hidden Cost That Could Derail Your Retirement
    Jan 13 2026

    How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid “spendophobia,” and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever.

    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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    15 min
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