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 ...
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Matt Deaton Podcasts
Sociable Scribes is a weekly podcast hosted by writer & publisher Kim Eley and writer and content marketer, Nakita Rowell-Stevens. Together, they share their expertise on navigating the complex world of publishing and book writing. Their fun wit and humor make this an enjoyable podcast to tune into while learning key tips to improve your writing habits and get published.
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Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lastin…
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Melt-Up or Meltdown? Navigating Unpredictable Markets
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Can a part-time job feel like a million-dollar retirement? Damon Roberts and Matt Deaton explore the art of “test-driving” retirement, the impact of market melt-ups, and how sudden changes—like government shutdowns—can reshape your financial future. From stretching your dollars to navigating unpredictable market cycles, this episode reveals why fle…
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What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big differ…
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Are You Missing Out on Tax Savings This Year?
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By Damon Roberts, Matt Deaton
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Is September a trap for your retirement portfolio? This episode dives into why timing the market can be risky, especially for those nearing retirement. Damon Roberts and Matt Deaton break down the difference between long-term investing and strategic moves for retirees, reveal the dangers of withdrawing after losses, and share practical tips for tax…
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Retirement’s Hidden Risks: Are You Really Prepared?
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What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hi…
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Trusts, Taxes, and the Silver Tsunami: Are You Ready?
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What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while hon…
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From Stress to Strategy: One Couple’s Retirement Wake-Up Call
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What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build conf…
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From Stress to Strategy: The Power of a Retirement Plan
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What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retir…
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Why the 4% Rule Might Be Failing Retirees
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Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be co…
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Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning wi…
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What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, inves…
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The Tax Surprise That Could Derail Your Retirement
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What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees g…
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Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and re…
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The Red Zone of Retirement: Why Planning Late Costs More
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What’s the cost of waiting to plan for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton tackle the hesitation many feel about working with a financial advisor—and why that delay could cost you options and income. They break down the importance of fiduciary standards, hidden fees, and how to vet your adviso…
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In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights fro…
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This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of…
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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during…
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Navigating Retirement: Fears and Financial Strategies
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This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also d…
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Navigating Retirement: The Importance of Financial Advisors
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This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value o…
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This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement …
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Mastering Roth Conversions: A Retirement Game Changer
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Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying…
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Navigating the Financial Crossroads of Retirement
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Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and p…
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Navigating Retirement Income: Strategies for Success
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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes th…
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Navigating Tariffs: What It Means for Your Retirement
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This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stab…
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