Success in the New Retirement

This week, Damon Roberts and Matt Deaton discuss the 4% rule, its implications for retirement planning, and the importance of personalized financial strategies. They explore the relevance of the 4% rule in today's context, emphasizing the need for a comprehensive retirement plan that accommodates individual spending habits and income needs. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [http://www.successinthenewretirement.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of financial planning for retirement, addressing common regrets people have about not saving enough. They emphasize the need for a comprehensive financial plan that allows individuals to replace their paycheck and manage risks effectively. The conversation also highlights the value of education in making informed decisions about retirement finances. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [http://www.successinthenewretirement.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

This week, Damon Roberts and Matt Deaton discuss various topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. They also highlight the opportunity for Roth conversions and IRA spend downs to minimize taxes. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [http://www.successinthenewretirement.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 [http://www.successinthenewretirement.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 [http://www.successinthenewretirement.com] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.