Success in the New Retirement
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About

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

Necessary 4th Quarter Adjustments

In this episode Damon and Matt discuss the importance of being local and how it can make a difference in your retirement planning. Plus, we are in the...
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The Concerns of a Shaky Market

In this episode Damon and Matt detail the steps you should take in a "shaky" market.  Plus, when it comes to a 401k, most adults don't think they pay ...
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It's Your Money, Go Spend it!!

In this episode Damon and Matt detail how you should be more comfortable spending your money in retirement. Plus, how a portfolio review can find the ...
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Taxes Are On Sale!!

In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus,...
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