Success in the New Retirement

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

This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures. 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, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season. 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 the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions. 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.