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 ...
…
continue reading
Matt Deaton Podcasts
Welcome to Fed Time Stories, the podcast that unveils the secrets and stories of those who have dedicated their careers to serving in federal agencies from the FBI and Secret Service to NCIS, CIA, and beyond. Your hosts, John Gill and Dave Brant, the former Chief of Security for the White House and former Head of NCIS, guide you through untold tales of those who have walked the halls of federal government, law enforcement, military, and security. Through engaging conversations with strong pe ...
…
continue reading
Sociable Scribes is a weekly podcast hosted by writer & publisher Kim Eley and writer and content marketer, Nakita Rowell-Stevens. Together, they share their expertise on navigating the complex world of publishing and book writing. Their fun wit and humor make this an enjoyable podcast to tune into while learning key tips to improve your writing habits and get published.
…
continue reading
1
Navigating Retirement: Fears and Financial Strategies
16:25
16:25
Play later
Play later
Lists
Like
Liked
16:25
This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also d…
…
continue reading
1
Navigating Retirement: The Importance of Financial Advisors
15:06
15:06
Play later
Play later
Lists
Like
Liked
15:06
This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value o…
…
continue reading
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement …
…
continue reading
1
Catrina Bonus on Public Service, Private Sector Lessons, and Advancing Women in Federal Law Enforcement
32:04
32:04
Play later
Play later
Lists
Like
Liked
32:04
How do you rise to the top of one of the most elite law enforcement agencies—and then use that platform to uplift others? In this episode of Fed Time Stories, hosts John Gill and Dave Brant sit down with Catrina Bonus, a trailblazing public safety leader whose 27-year career with the U.S. Secret Service culminated in her becoming the first female D…
…
continue reading
1
Mastering Roth Conversions: A Retirement Game Changer
19:37
19:37
Play later
Play later
Lists
Like
Liked
19:37
Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying…
…
continue reading
1
Navigating the Financial Crossroads of Retirement
15:44
15:44
Play later
Play later
Lists
Like
Liked
15:44
Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and p…
…
continue reading
1
Navigating Retirement Income: Strategies for Success
17:55
17:55
Play later
Play later
Lists
Like
Liked
17:55
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes th…
…
continue reading
1
Navigating Tariffs: What It Means for Your Retirement
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03
This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stab…
…
continue reading
1
Navigating Retirement: Metrics For Success
16:27
16:27
Play later
Play later
Lists
Like
Liked
16:27
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment …
…
continue reading
1
Behind the Medal: Inside the Carnegie Hero Fund with Eric Zahren
41:47
41:47
Play later
Play later
Lists
Like
Liked
41:47
The Carnegie Hero Fund Commission has honored over 10,000 civilian heroes since 1904—ordinary people who risk their lives to save others in extraordinary moments. From water rescues to acts of courage that end in tragedy, each story is carefully investigated and recognized with one of the highest civilian honors in North America: the Carnegie Medal…
…
continue reading
This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception o…
…
continue reading
This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper plannin…
…
continue reading
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the influence of financial gurus, the impact of market volatility on retirement planning, and the importance of managing emotions in investment decisions. They emphasize the need for tactical management strategies tailored to individual retirement goals, e…
…
continue reading
This week, Damon Roberts & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the …
…
continue reading
In this conversation, Damon Roberts and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that include…
…
continue reading
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the valu…
…
continue reading
1
From FBI Cases to Campus Safety: Shayne Buchwald-Nickoles on Navigating Change
38:57
38:57
Play later
Play later
Lists
Like
Liked
38:57
A career in law enforcement is rarely a straight path—it’s full of unexpected opportunities, challenges, and transitions. In this episode of Fed Time Stories, John Gill and Dave Brant sit down with Shayne Buchwald-Nickoles to discuss her 21-year career with the FBI, where she worked everything from violent crime and fugitive investigations to human…
…
continue reading
This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of financial preparedness. They explore the implications of longevity, the necessity of maximizing 401(k) contributions, and the diverse paths…
…
continue reading
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss common mistakes individuals make as they approach retirement, the importance of seeking financial advice, and the need for a comprehensive retirement plan. They emphasize the significance of understanding one's financial situation, the risks involved in DIY inve…
…
continue reading
This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss their experiences at the WM Phoenix Open, touching on the thrill and pressure of playing golf in front of a large crowd. They then transition into a critical discussion about hidden fees in retirement planning, emphasizing the importance of understanding what yo…
…
continue reading
In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion al…
…
continue reading
1
How to Spot Danger Before It Strikes: Matt Doherty on Threats In the Workplace
48:11
48:11
Play later
Play later
Lists
Like
Liked
48:11
How can workplaces better identify and prevent acts of violence before they happen? In this episode of Fed Time Stories, hosts John Gill and Dave Brant sit down with Matt Doherty, managing director of Workforce Risk Management at Sikich and former Special Agent in Charge of the U.S. Secret Service National Threat Assessment Center. Matt played a ke…
…
continue reading
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. Th…
…
continue reading
1
Navigating Retirement in a Changing Landscape
17:57
17:57
Play later
Play later
Lists
Like
Liked
17:57
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…
…
continue reading
1
Mastering Financial Planning for the New Year
12:28
12:28
Play later
Play later
Lists
Like
Liked
12:28
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 …
…
continue reading
1
Navigating New Year's Resolutions and Retirement Planning
17:17
17:17
Play later
Play later
Lists
Like
Liked
17:17
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 v…
…
continue reading
In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also …
…
continue reading
