Success in the New Retirement

Damon Roberts and Matt Deaton talk about how a new administration could affect taxes in 2021.  See omnystudio.com/listener for privacy information.

Damon and Matt flip the page to 2021 and talk about the Biden Administration and how to prepare for upcoming tax changes.  See omnystudio.com/listener for privacy information.

Matt Deaton and Damon Roberts want you to be happy in the New Year and in your retirement. They detail what steps you can take to make sure you are on budget for financial happiness.  See omnystudio.com/listener for privacy information.

A new survey says people have a lot of questions about their retirement, but many haven’t addressed them. This week, Damon & Matt tackle the most common questions and what you need to consider asking if you meet with a financial advisor. Ask your questions at  www.successinthenewretirement.com , and catch “Success in the New Retirement” Saturdays at 6 p.m. on KTAR. Be sure to follow us on social m...

Under a Biden presidency, what will tax rates look like next year? And if they head higher, what can you do about it right now? Matt discusses the year-end moves you might want to make, and what kind of difference that can make for your retirement. Schedule a time for your year-end review at www.successinthenewretirement.com , and catch “Success in the New Retirement” Saturdays at 6 p.m. on KTAR....

When’s the last time you took a close look at your 401(k) statement? Well, don’t miss this week’s episode as Damon & Matt break down what Jennifer noticed in her own quarterly statement. They’ll explain what you might – or might not – notice and why it matters to your retirement success. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in the New Re...

This presidential election was a close one – and it turns out, Wall Street gave us some early clues about how close it might be. Matt discusses that this week, plus why the measure to tax the wealthy in Arizona may trickle down to other taxpayers as well. Find out how the changes could affect you. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in...

Americans may be on pins and needles waiting for the outcome of Tuesday’s presidential election, but where will the market head from here? And what about taxes? Damon & Matt give some financial perspective on the election, and discuss the moves you might want to consider no matter who’s in the White House for the next four years. Schedule a time for your year-end review at www.successinthenewretir...

The election is (finally!) around the corner, but how will the outcome on November 3rd affect how much you pay in taxes? Damon & Matt break down some of the proposals on this week’s episode. There’s still time to get a retirement tax strategy together in 2020. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in the New Retirement” Saturdays at 6 p.m...

You probably have your own ideas about who you’d like to win in November, but what would Wall Street prefer? We’ll hear from a market historian who says it might not matter. Plus, Damon & Matt break down why taxes do matter in the upcoming election. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in the New Retirement” Saturdays at 6 p.m. on KTAR....

Let’s face it…a lot has changed for many of us in 2020. That makes year-end financial planning even more important. This week, Damon & Matt discuss the things you should be thinking about over the next couple of months – and why making moves now could help you save more in the future. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in the New Retir...

Feel like you’re spending a lot of time on your fantasy football team this season? Don’t feel too bad about it! It can actually teach you something about building a winning retirement portfolio. Damon & Matt explain the lessons we can take away from it – and how to evaluate the “players” in your portfolio. Have a question for us? Drop us an e-mail at  www.successinthenewretirement.com , and catch...

Is planning for retirement any easier if you earn a nice living? Not necessarily! Damon & Matt explain why even doctors may need a second opinion on their retirement plan. Schedule a time to go over your questions at  www.successinthenewretirement.com , and catch “Success in the New Retirement” Saturdays at 6 p.m. on KTAR. Be sure follow us on social media! Acute Wealth Blog:  http://bit.ly/2ZA7ht...

One of the side effects of the COVID 19 pandemic is a wave of early retirement offers from companies trying to trim their bottom line, and more of those offers are expected this fall. Damon & Matt discuss what to consider if you’re on the receiving end of one of those offers. Connect with us at www.successinthenewretirement.com . And catch “Success in the New Retirement” Saturdays at 6 p.m. on  KT...

Wondering how the upcoming election could affect your finances? This week’s episode is for you! Hear Warren Buffett’s take on mixing politics with investing. Plus, Damon & Matt break down what’s happened historically during election years. Get our free report on “The Election and Your Finances” at http://successinthenewretirement.com . And catch “Success in the New Retirement” on KTAR Saturdays at...

Congress just spent trillions to address the coronavirus crisis, and that could lead to much higher tax rates in the future. But Damon & Matt think it’s time to get rid of the defeatist attitude on taxes, and take control! This week, they explain ways to build tax efficiency into your retirement strategy. Have questions about things like Roths or RMDs? You don’t want to miss this episode! Plus, ge...

It’s easy to make emotional decisions when we see what’s happening in the headlines, but sometimes it’s what you  don’t  do that can have the biggest impact on your long-term success. This week, Damon & Matt discuss the biggest financial don’ts during the coronavirus crisis. Have a question? Drop us an e-mail at  www.successinthenewretirement.com . Be sure to follow us on social media! Acute Wealt...

Times may be tough, but there’s still a lot left to accomplish with our lives. This week, hear some words of inspiration from retired football star, current baseball star, sports analyst and author Tim Tebow. He explains how getting back to fundamentals and finding your purpose can lead to great success. Need more motivation? Pick up a copy of Damon & Matt’s book at  www.successinthenewretirement....

Does the current health crisis have you thinking about finally getting started on an estate plan? It might be easier than you think. But you might be surprised by how many people fail to plan ahead for their families – even celebrities! This week, Damon & Matt explain the mistakes that celebs like James Gandolfini, Prince & Aretha Franklin have made with their multimillion-dollar estates. Have a q...

A lot of us are missing sports right now, especially since baseball season should be underway. So while we wait for life to return to normal, get your sports fix as we catch up with retired baseball great Ozzie Smith! He may not be doing back flips anymore, but he’s found a new passion in retirement. Catch more interviews online at www.successinthenewretirement.com . Be sure to follow us on social...

Going a little stir crazy at home? Join the club! Matt’s already finished painting his entire house! And Damon managed to injure himself while working on his “honey-do” list. So instead of house projects, how about tackling a few financial projects while you’re at home? This week, Damon & Matt give you 5 moves you might want to consider right now. If you need help with that to-do list, reach out t...

You’ve probably heard that many Americans will get a $1,200 stimulus check as a result of the CARES Act, but there are many other provisions in the relief package for workers & retirees. Damon & Matt break down the benefits, and the long-term effects of the $2 trillion plan. Have questions about how it affects you? Drop us an e-mail at www.successinthenewretirement.com . Be sure follow us on socia...

Just as quickly as a virus spreads, so does panic selling on Wall Street. Damon & Matt offer their perspective on the current market volatility, and what’s ahead for retirement savers & retirees. Have a question? Drop us an e-mail from the comfort of your own home! Find us online at www.successinthenewretirement.com . Be sure to follow us on social media! Acute Wealth Blog:  http://bit.ly/2ZA7hty...

As with just about anything Congress touches, the SECURE Act is a bit complicated. There are positives – like raising the RMD age. But there are also negatives that could leave your kids or grandkids with a bigger tax bill! This week, Damon & Matt break down the changes in our retirement rules. Have a question? Drop us an e-mail at www.successinthenewretirement.com . Be sure follow us on social me...

If you listened to our last episode, you recognize that fees really do matter when it comes to investing. But how do you know if you’re paying too much? Damon & Matt explain what to look for when it comes to fees on variable annuities, mutual funds and your 401(k) as we continue our discussion about Key #4 in their book “Success in the New Retirement.” Get your free chapter at   http://successinth...