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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  • Minimizing Fees in Retirement Accounts

    Minimizing Fees in Retirement Accounts
    2024/09/03

    This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts.

    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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    17 分
  • The Importance of Legacy Planning in Retirement

    The Importance of Legacy Planning in Retirement
    2024/08/27

    This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely.

    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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    19 分
  • The Benefits of a Recession in Resetting the Economy

    The Benefits of a Recession in Resetting the Economy
    2024/08/20

    In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the potential impact of the upcoming election on the economy and the stock market, as well as the benefits of having a recession to reset the economy.

    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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    14 分

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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