Success in the New Retirement Titelbild

Success in the New Retirement

Von: Damon Roberts Matt Deaton
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  • Inhaltsangabe

  • 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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  • Finding a Sweet Spot in Your Tax Strategy

    Finding a Sweet Spot in Your Tax Strategy
    Apr 23 2024

    How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

    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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    15 Min.
  • Opportunities From High Inflation

    Opportunities From High Inflation
    Apr 16 2024

    Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem.

    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 Min.
  • Is a ROTH IRA the Smart Play?

    Is a ROTH IRA the Smart Play?
    Apr 9 2024

    Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.

    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 Min.
Ökonomie Persönliche Finanzen
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