Success in the New Retirement
Damon Roberts, Matt DeatonRetirement 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 ... more
| Publishes | Weekly | Episodes | 372 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusinessInvesting | |||
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Latest Episodes
What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan a... more
A strong market can make retirement feel easier—until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market h... more
Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The c... more
Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey’s views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the... more
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- Fun financial podcast!
Informative when it comes to retirement planning, and some great guests too!
Apple Podcasts5hitmewithyourbestshot
United States6 years ago - Excited for the podcast
I’ve read their book and listened on KTAR. Retirement planning can be scary but Matt and Damon think outside the box to help make those golden years truly golden.
Apple Podcasts5AkuleboatUnited States7 years ago
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Frequently Asked Questions About Success in the New Retirement
What is Success in the New Retirement about and what kind of topics does it cover?
This show centers on retirement planning, with practical guidance on income strategies, Social Security optimization, tax efficiency, and risk management tailored for Baby Boomers and near-retirees. Across episodes, hosts share real client stories, emphasize structured plans over headline-driven decisions, and explore topics from Roth conversions to the “spendophobia” fear of spending in retirement. Noteworthy are data-driven analyses, recurring guests from the advisory world, and a clear emphasis on personalized plans that adapt to life's timetable rather than market noise. This mix is likely to appeal to financially engaged listeners seeking actionable planning steps and reassurance that retirement goals can be achievable with disciplined... more
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How many listeners does Success in the New Retirement get?
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How many subscribers and views does Success in the New Retirement have?
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Which podcasts are similar to Success in the New Retirement?
These podcasts share a similar audience with Success in the New Retirement:
1. Retirement Answers
2. Retire Today
3. Retirement Starts Today
4. Financial Symmetry: Balancing Today with Retirement
5. Sound Retirement Radio
How many episodes of Success in the New Retirement are there?
Success in the New Retirement launched 7 years ago and published 372 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Success in the New Retirement?
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What guests have appeared on Success in the New Retirement?
Recent guests on Success in the New Retirement include:
1. Christian Yelich
2. Donald Trump Jr.
3. Reed Nelson
4. Reed Nelton
5. Vince Gill
6. Odell Beckham Jr.
7. Bill Murray
8. Trey Wingo
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.