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Success in the New Retirement  

Success in the New Retirement

Author: Damon Roberts, Matt Deaton

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
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Language: en

Genres: Business, Education, Investing

Contact email: Get it

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Retirement’s Version of Independence Day
Tuesday, 30 June, 2026

Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America’s 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more on life and less on financial stress. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

 

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