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Matt Deaton Podcasts

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Success in the New Retirement

Damon Roberts, Matt Deaton

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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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Sociable Scribes

Sociable Scribes

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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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Fed Time Stories

David Brant & John Gill

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Welcome to Fed Time Stories, the podcast that unveils the secrets and stories of those who have dedicated their careers to serving in federal agencies from the FBI and Secret Service to NCIS, CIA, and beyond. Your hosts, John Gill and Dave Brant, the former Chief of Security for the White House and former Head of NCIS, guide you through untold tales of those who have walked the halls of federal government, law enforcement, military, and security. Through engaging conversations with strong pe ...
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show series
 
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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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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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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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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How do you rise to the top of one of the most elite law enforcement agencies—and then use that platform to uplift others? In this episode of Fed Time Stories, hosts John Gill and Dave Brant sit down with Catrina Bonus, a trailblazing public safety leader whose 27-year career with the U.S. Secret Service culminated in her becoming the first female D…
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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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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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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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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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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment …
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The Carnegie Hero Fund Commission has honored over 10,000 civilian heroes since 1904—ordinary people who risk their lives to save others in extraordinary moments. From water rescues to acts of courage that end in tragedy, each story is carefully investigated and recognized with one of the highest civilian honors in North America: the Carnegie Medal…
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This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception o…
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This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper plannin…
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In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the influence of financial gurus, the impact of market volatility on retirement planning, and the importance of managing emotions in investment decisions. They emphasize the need for tactical management strategies tailored to individual retirement goals, e…
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This week, Damon Roberts & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the …
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