Bästa Matt Deaton podcaster (2024)

1
Minimizing Fees in Retirement Accounts 17:03

7d ago17:03

17:03

This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and d…

1
The Importance of Legacy Planning in Retirement 19:21

14d ago19:21

19:21

This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. F…

1
The Benefits of a Recession in Resetting the Economy 13:54

21d ago13:54

13:54

In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the pote…

1
The National Debt and the Future of Taxes 9:51

28d ago9:51

9:51

This week, Damon Roberts & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due to the national debt. For more information or to s…

1
The Value of Working with a Financial Advisor 19:06

1M ago19:06

19:06

In this week's episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including golf, the recent global tech outage, and tax strategies. They emphasize the importance of having a comprehensive retirement plan that addresses income strategies, inflation, taxes, and longevity. Th…

1
The Role of Emotions in Financial Decision-Making 15:45

1M ago15:45

15:45

This week, Damon Roberts and Matt Deaton discuss various topics including recent political events, the state of the economy, and the importance of having a solid financial plan for retirement. They emphasize the need to be cautious of political influences on financial decisions and the importance of diversification and risk reduction in investment …

1
Embracing Your Inner Tightwad 9:11

2M ago9:11

9:11

Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Av Damon Roberts, Matt Deaton

1
3 Legs to a Full Financial Plan 18:56

2M ago18:56

18:56

Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Av Damon Roberts, Matt Deaton

1
The Surprising Expense of Taxes in Retirement 9:47

2M ago9:47

9:47

This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Rot…

1
Navigating Investment Strategies in a 401(k) 19:16

2M ago19:16

19:16

This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust …

1
4th of July and Supporting Small Businesses 11:22

2M ago11:22

11:22

This week on Success In The New Retirement, the conversation covers various topics including organizing a neighborhood fireworks show, 4th of July statistics, pride in being American, financial independence, and support for small businesses. The main takeaways include the importance of community involvement, the significance of financial planning f…

1
The Impact of Inflation on Everyday Expenses 11:35

3M ago11:35

11:35

On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and account…

1
Maximizing Assets and Income Strategies in Retirement 14:38

3M ago14:38

14:38

Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to hav…

1
The Dangers of Chasing Returns in Retirement 15:44

3M ago15:44

15:44

Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies …

1
Navigating Market Trends and Portfolio Adjustments 20:32

3M ago20:32

20:32

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role o…

1
The Silent Killer: Fees in Retirement Plans 10:45

3M ago10:45

10:45

This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports ca…

1
Underestimating Your Income Needs in Retirement 10:50

4M ago10:50

10:50

Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy inf…

1
Where to Run When the Headlines Get Too Heavy 14:30

4M ago14:30

14:30

24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control. For more information …

1
Losing Confidence While Building Retirement Income 11:19

4M ago11:19

11:19

Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Av Damon Roberts, Matt Deaton

1
Breaking Down the First Meeting 9:35

4M ago9:35

9:35

Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy …

1
Finding a Sweet Spot in Your Tax Strategy 15:23

5M ago15:23

15:23

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listene…

1
Opportunities From High Inflation 17:16

5M ago17:16

17:16

Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy informa…

1
Is a ROTH IRA the Smart Play? 18:51

5M ago18:51

18:51

Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.Av Damon Roberts, Matt Deaton

1
Is Now The Time to Get Risky In Retirement? 11:46

5M ago11:46

11:46

When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/…

1
Three Pillars of a Proper Retirement Plan 21:31

6M ago21:31

21:31

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…

Podcaster värda att lyssna på

Matt Deaton podcaster

Podcaster värda att lyssna på

1
Success in the New Retirement

Damon Roberts, Matt Deaton

1
Sociable Scribes

Sociable Scribes

1
Minimizing Fees in Retirement Accounts 17:03

1
The Importance of Legacy Planning in Retirement 19:21

1
The Benefits of a Recession in Resetting the Economy 13:54

1
The National Debt and the Future of Taxes 9:51

1
The Value of Working with a Financial Advisor 19:06

1
The Role of Emotions in Financial Decision-Making 15:45

1
Embracing Your Inner Tightwad 9:11

1
3 Legs to a Full Financial Plan 18:56

1
The Surprising Expense of Taxes in Retirement 9:47

1
Navigating Investment Strategies in a 401(k) 19:16

1
4th of July and Supporting Small Businesses 11:22

1
The Impact of Inflation on Everyday Expenses 11:35

1
Maximizing Assets and Income Strategies in Retirement 14:38

1
The Dangers of Chasing Returns in Retirement 15:44

1
Navigating Market Trends and Portfolio Adjustments 20:32

1
The Silent Killer: Fees in Retirement Plans 10:45

1
Underestimating Your Income Needs in Retirement 10:50

1
Where to Run When the Headlines Get Too Heavy 14:30

1
Losing Confidence While Building Retirement Income 11:19

1
Breaking Down the First Meeting 9:35

1
Finding a Sweet Spot in Your Tax Strategy 15:23

1
Opportunities From High Inflation 17:16

1
Is a ROTH IRA the Smart Play? 18:51

1
Is Now The Time to Get Risky In Retirement? 11:46

1
Three Pillars of a Proper Retirement Plan 21:31

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