Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

The Red Zone of Retirement: Why Planning Late Costs More

17:34
 
Share
 

Manage episode 495866173 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.

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 advisor like you vet your favorite restaurant. If you’re in your 50s or beyond, this episode is your playbook for transitioning from growth to protection—and retiring with confidence.

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

331 episodes

Artwork
iconShare
 
Manage episode 495866173 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.

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 advisor like you vet your favorite restaurant. If you’re in your 50s or beyond, this episode is your playbook for transitioning from growth to protection—and retiring with confidence.

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

331 episodes

Tous les épisodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play