Advertise on podcast: Success in the New Retirement

Many retirement assumptions sound logical—until you take a closer look. This episode breaks down common myths around taxes, income, and relying too heavily on a 401(k). Damon Roberts and Matt Deaton explore why diversification goes beyond investments, how taxes can still matter in retirement, and why planning multiple income sources shapes flexibility later in life. Along the way, real-world examples highlight how small misconceptions can lead to big surprises without a clear plan. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Some retirement challenges don’t show up in spreadsheets—they show up in real life. This episode with Damon Roberts & Matt Deaton blends client perspectives with professional insight to explore common misconceptions about retirement, from healthcare costs to Social Security decisions. The conversation highlights why starting earlier matters, how assumptions can derail plans, and what retirees wish they had known sooner. It’s a grounded look at preparing for retirement beyond the surface-level math. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Is Social Security really disappearing, or is that just another retirement myth? The conversation breaks down common misconceptions around Social Security, healthcare costs, withdrawal rules, and spending in retirement. Damon Roberts and Matt Deaton discuss how long retirees actually live, why retirement often costs more than expected, and how income planning fits into today’s realities. The episode focuses on separating headlines from facts and understanding how modern retirement differs from previous generations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Is today’s market volatility just noise—or something worth paying attention to? This episode explores how headlines, geopolitical tension, and economic uncertainty affect retirement planning, especially for those nearing retirement. Damon Roberts and Matt Deaton discuss market cycles, risk exposure, income timing, and why strategy often shifts in the final working years. The focus stays on planning for uncertainty without reacting emotionally to short-term events. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

Gold coins, inheritance stories, and hard-earned lessons collide in this wide‑ranging retirement conversation. This episode with Damon Roberts breaks down how gold fits—or doesn’t—into a modern portfolio, explores the coming wealth transfer between generations, and highlights how taxes quietly shape long‑term outcomes. From legacy planning to enjoying money while you’re still here, the discussion centers on aligning financial decisions with real-life priorities rather than fear-driven headlines. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

At some point, many retirees will be navigating life—and money—on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning “the rest of the story” matters. It’s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What if the tax decisions you make today quietly shape how flexible your retirement feels years from now? Damon Roberts and Matt Deaton unpack why Roth conversions aren’t one‑size‑fits‑all, even in a historically low tax environment. The conversation explores timing, income sources, Social Security taxation, and how unexpected expenses can expose gaps in tax planning. This episode highlights why tax efficiency is less about chasing “tax‑free” headlines and more about coordinating income, withdrawals, and long‑term flexibility in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

How much do you really need to retire—and why do the headlines get it so wrong? Damon Roberts and Matt Deaton break down why generic savings targets create unnecessary fear and overlook the realities of income, spending, and lifestyle. The episode dives into common withdrawal mistakes, market volatility, and the psychology of spending in retirement. Rather than focusing on a magic number, the discussion centers on building confidence through income planning and understanding how money actually works once paychecks stop. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What if you’re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready—despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You’ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable income. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What if the biggest risk in your retirement plan isn’t the market—it’s silence from your advisor? In this episode, Damon Roberts and Matt Deaton unravel the top frustrations adults bring to their office: poor communication, unclear fees, and portfolios no one seems to be watching. They explain how transparency, proactive updates, and true fiduciary guidance can transform confusion into confidence. With real client stories and practical insights, this episode highlights what a healthy advisor relationship should look like—and how the right communication can protect your wealth and your peace of mind. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What if the real challenge of retirement isn’t saving money—but making it last? Damon Roberts and Matt Deaton break down why early financial education matters, using professional athletes’ cautionary tales to highlight the importance of smart planning, tax strategy, diversification, and sustainable income. From million‑dollar misconceptions to maximizing what you already have, this episode shows how to stretch every dollar wisely and build confidence for a long retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, strategy, and knowing your numbers. They also explore legacy, purpose, and how Dolly Parton’s wisdom applies to your financial future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

How do you prepare for life’s milestone moments—like weddings, grandkids, or sending a child to college—without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while protecting your financial future. Discover why self-discipline, second opinions, and clear goals matter. It’s a candid look at balancing celebration and security for your best year ever in 2026. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.

How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid “spendophobia,” and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedIn See omnystudio.com/listener for privacy information.