Success in the New Retirement Podcast
1) The 401(k) Trap: Why Saving Isn’t Enough
Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too ...Show More
2) Melt-Up or Meltdown? Navigating Unpredictable Markets
Can a part-time job feel like a million-dollar retirement? Damon Roberts and Matt Deaton explore the art of “test-driving” retirement, the impact of market melt-ups, and how sudden changes...Show More
3) The Retirement Tax Trap: What Most Miss
What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax ...Show More
4) Are You Missing Out on Tax Savings This Year?
What if you’re missing out on thousands by ignoring the latest tax law changes? This episode breaks down the new rules for Social Security, Roth conversions, and self-directed IRAs, plus why tim...Show More
5) Is September Sabotaging Your Retirement?
Is September a trap for your retirement portfolio? This episode dives into why timing the market can be risky, especially for those nearing retirement. Damon Roberts and Matt Deaton break down the dif...Show More
6) Retirement’s Hidden Risks: Are You Really Prepared?
What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financ...Show More
7) Trusts, Taxes, and the Silver Tsunami: Are You Ready?
What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strate...Show More
8) From Stress to Strategy: One Couple’s Retirement Wake-Up Call
What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind ...Show More
9) From Stress to Strategy: The Power of a Retirement Plan
What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a pl...Show More
10) Why the 4% Rule Might Be Failing Retirees
Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden...Show More