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

See 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

See omnystudio.com/listener for privacy information.

In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the potential impact of the upcoming election on the economy and the stock market, as well as the benefits of having a recession to reset the economy.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

See omnystudio.com/listener for privacy information.