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Success in the New Retirement

Success in the New Retirement

Written by: Damon Roberts Matt Deaton
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About this listen

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/2Y3OBSG2026 Damon Roberts, Matt Deaton Economics Personal Finance
Episodes
  • Success, Money, and Loving the Craft (Interview with Vince Gill)
    Apr 28 2026

    What happens when a legendary musician reflects on longevity, money, and knowing when to stop—or not stop—at all? In this special archive episode, Vince Gill joins Matt Deaton. In their conversation, Vince shares stories from decades on the road, lessons learned watching others struggle with success, and why purpose matters more than numbers. The discussion touches on balance, fulfillment, retirement, and how loving the craft can shape decisions long after most people slow down. A thoughtful look at life, work, and defining success on your own terms.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.

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    7 mins
  • The Retirement Myths That Still Catch People Off Guard
    Apr 21 2026

    Many retirement assumptions sound logical—until you take a closer look. This episode breaks down common myths around taxes, income, and relying too heavily on a 401(k). Damon Roberts and Matt Deaton explore why diversification goes beyond investments, how taxes can still matter in retirement, and why planning multiple income sources shapes flexibility later in life. Along the way, real-world examples highlight how small misconceptions can lead to big surprises without a clear plan.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.

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    16 mins
  • What Retirees Wish They Knew Earlier
    Apr 14 2026

    Some retirement challenges don’t show up in spreadsheets—they show up in real life. This episode with Damon Roberts & Matt Deaton blends client perspectives with professional insight to explore common misconceptions about retirement, from healthcare costs to Social Security decisions. The conversation highlights why starting earlier matters, how assumptions can derail plans, and what retirees wish they had known sooner. It’s a grounded look at preparing for retirement beyond the surface-level math.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.

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    19 mins
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