This week, Damon Roberts and Matt Deaton discuss the impact of recent events in college football and the Trump administration on retirement planning. They emphasize the importance of having a solid financial plan, understanding tax implications, and preparing for market volatility as individuals approach retirement. The conversation also highlights strategies for pre-retirees to maximize their income and create tax efficiency in their financial planning.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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This week, Matt Deaton discusses the significance of New Year's resolutions, particularly focusing on National Quitters Day, which falls on January 10th. He explores the common reasons people abandon their resolutions and emphasizes the importance of setting realistic goals.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

See omnystudio.com/listener for privacy information.