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What If Your Retirement Math Is All Wrong?
Manage episode 524501842 series 2662145
What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building “fun money” into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making—without relying on outdated formulas.
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.
342 episodes
Manage episode 524501842 series 2662145
What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building “fun money” into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making—without relying on outdated formulas.
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.
342 episodes
All episodes
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