Success in the New Retirement

De: Damon Roberts Matt Deaton
Escúchala gratis

  • Resumen

  • 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
    2025 Damon Roberts, Matt Deaton
    Más Menos
Economía Finanzas Personales
Más Menos
Episodios
  • Navigating Retirement: Metrics For Success

    Navigating Retirement: Metrics For Success
    Apr 22 2025

    In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment returns to market indices like the S&P 500, but rather about creating a sustainable income strategy that aligns with individual goals and risk levels.

    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.
    Más Menos
    16 m
  • Remaining Grounded Despite The Headlines

    Remaining Grounded Despite The Headlines
    Apr 15 2025

    This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception of market conditions and the need for individuals to remain grounded in their financial strategies despite sensational headlines.

    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.
    Más Menos
    17 m
  • Navigating Scams in Retirement Planning

    Navigating Scams in Retirement Planning
    Apr 8 2025

    This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper planning to ensure financial security in 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.
    Más Menos
    13 m
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre Success in the New Retirement

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles