• Managing Wealth in the New Retirement

  • Sep 10 2024
  • Length: 17 mins
  • Podcast

Managing Wealth in the New Retirement

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  • Summary

  • 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

    See omnystudio.com/listener for privacy information.
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