What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all “magic number.” The conversation also explores fiduciary guidance, tax diversification, and why replacing your paycheck matters more than comparing your savings to someone else’s.

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

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A strong market can make retirement feel easier—until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity can help retirees avoid emotional decisions when markets shift.

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

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Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income.

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

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Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey’s views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability.

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

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Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America’s 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more on life and less on financial stress.

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

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What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You’ll also hear how market volatility, valuations, and signals from major investors are shaping today’s environment. The conversation highlights the importance of diversification, risk management strategies, and building a plan that can adapt—whether markets move up or down.

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

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Are today’s low tax rates creating an opportunity—or a future challenge? This episode with Matt Deaton explores Roth conversions and why relying solely on projections and assumptions can lead to flawed decisions. The discussion focuses on understanding current versus future tax rates, how income sources shape your tax picture, and why every strategy needs to be personalized. You’ll also hear how taxes, income planning, and long-term projections work together, along with the role of consistency and discipline in navigating the ups and downs of retirement planning.

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

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A behind-the-scenes look at Mar-a-Lago turns into a conversation about the American Dream. This episode with Damon Roberts & Matt Deaton features clips from Donald Trump Jr. on work ethic, education, and legacy, alongside a discussion on how planning shapes real-world retirement outcomes. The conversation connects big-picture ideas—opportunity, discipline, and adaptability—to everyday financial decisions people face as they approach retirement.

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

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