The Value of Working with a Financial Advisor

Success in the New Retirement

Konten disediakan oleh Impact Partnership, Damon Roberts, and Matt Deaton. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Partnership, Damon Roberts, and Matt Deaton atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

3M ago 19:06

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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. They also highlight the need to protect assets and build retirement income while considering potential risks. Damon and Matt provide insights into managing taxable income to minimize taxes and maximize Social Security benefits. They stress the value of working with a financial advisor who can help create a customized plan to ensure a successful retirement.

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

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286 episode

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