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Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Navigating the Financial Crossroads of Retirement

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Manage episode 485269458 series 2662145
Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 preserve wealth during market fluctuations. Creating a plan tailored to individual goals and circumstances can help retirees feel confident in enjoying their funds while preparing for the unexpected.

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.

  continue reading

313 episodes

Artwork
iconShare
 
Manage episode 485269458 series 2662145
Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 preserve wealth during market fluctuations. Creating a plan tailored to individual goals and circumstances can help retirees feel confident in enjoying their funds while preparing for the unexpected.

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.

  continue reading

313 episodes

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