Success in the New Retirement

著者： Damon Roberts Matt Deaton
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  • 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
    2024 Damon Roberts, Matt Deaton
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あらすじ・解説

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
2024 Damon Roberts, Matt Deaton
個人ファイナンス 経済学
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エピソード
  • Potential Economic Landscape of 2025

    Potential Economic Landscape of 2025
    2024/12/24

    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.
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    16 分
  • Navigating Job Security in Uncertain Times

    Navigating Job Security in Uncertain Times
    2024/12/17

    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.
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    15 分
  • Year-End Financial Planning

    Year-End Financial Planning
    2024/12/10

    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.
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    16 分

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