Success In The New Retirement podcast

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تمت الإضافة منذ قبل six عام

المحتوى المقدم من Impact Partnership, Damon Roberts, and Matt Deaton. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Impact Partnership, Damon Roberts, and Matt Deaton أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Science Will Win

1
Part 1 — The Case of the Missing Vaccine 48:45

منذ 19 يومًا48:45

التشغيل لاحقا

قوائم

إعجاب

احب

48:45

Medical advancements don’t just spring up—they happen by building on decades of previous discoveries. Today, one of these advancements might be on the verge of another breakthrough. But what had to happen first for it to exist? In this episode, co-hosts Dr. Raven Baxter and Dr. Ronald Gamble explore how a vaccine candidate for a deadly, once-mysterious bacterial disease came to be. The story takes them from one doctor’s groundbreaking connection in the 70s, all the way to a real lab where vaccines are being developed today. Featured Guests : – Carol Baker, Pediatric Infectious Disease Specialist – Isis Kanevsky, Senior Director, Vaccines, Pfizer – Ksenia Krylova, Senior Director, Vaccines, Pfizer Dive into the episode here : 02:54 - Getting into the problem 05:11 - The basics of immunity and vaccine science 09:32 - What is a conjugate vaccine? 14:44 - Group B Strep: A case study 22:23 - Talking to a GBS pioneer 31:40 - A trip to the lab 43:08 - What's next, and closing thoughts Season 5 of Science Will Win is created by Pfizer and hosted by Dr. Raven Baxter and Dr. Ronald Gamble. It’s produced by Acast Creative Studios. Check out our social media platforms to take a deeper look into the labs and stories we discuss during the episodes: Instagram (@pfizerinc), TikTok (@pfizer) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.…

Success in the New Retirement

منزل السلاسل•Feed

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/2Y3OBSG

337 حلقات

#Trading #Business #Impact Partnership #Damon Roberts #Matt Deaton #Financialadvisor #Investmentservices #Retirementplanning #Podcasting Education

Success in the New Retirement

updated منذ 5 أيام

منزل السلاسل•Feed

337 حلقات

#Trading #Business #Impact Partnership #Damon Roberts #Matt Deaton #Financialadvisor #Investmentservices #Retirementplanning #Podcasting Education

كل الحلقات

Success in the New Retirement

1
The Hidden Fees Draining Your Retirement 14:18

منذ 5 أيام14:18

14:18

Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience. 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.…

Success in the New Retirement

1
Roth Conversions: The Year-End Move You Can’t Ignore 14:53

منذ 12 يومًا14:53

14:53

What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think. 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.…

Success in the New Retirement

1
The 401(k) Trap: Why Saving Isn’t Enough 16:26

منذ 19 يومًا16:26

16:26

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 heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lasting success in the new retirement. 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.…

Success in the New Retirement

1
Melt-Up or Meltdown? Navigating Unpredictable Markets 16:44

منذ 26 يومًا16:44

16:44

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—like government shutdowns—can reshape your financial future. From stretching your dollars to navigating unpredictable market cycles, this episode reveals why flexibility and planning matter more than ever for lasting success in the new retirement. 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.…

Success in the New Retirement

1
The Retirement Tax Trap: What Most Miss 13:57

منذ 5 weeks13:57

13:57

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 diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future. 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.…

Success in the New Retirement

1
Are You Missing Out on Tax Savings This Year? 14:14

منذ 6 weeks14:14

14:14

Success in the New Retirement

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Is September Sabotaging Your Retirement? 13:27

منذ 7 weeks13:27

13:27

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 difference between long-term investing and strategic moves for retirees, reveal the dangers of withdrawing after losses, and share practical tips for tax diversification and income planning. Don’t let procrastination sabotage your financial future—learn how to adapt your strategy for lasting success. 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.…

Success in the New Retirement

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Retirement’s Hidden Risks: Are You Really Prepared? 8:25

منذ 8 weeks8:25

8:25

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 financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hidden risks, fees, and emotional realities behind successful retirement planning, sharing real stories and practical advice for couples and individuals alike. 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.…

Success in the New Retirement

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Trusts, Taxes, and the Silver Tsunami: Are You Ready? 19:14

منذ 9 weeks19:14

19:14

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 strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future. 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.…

Success in the New Retirement

1
From Stress to Strategy: One Couple’s Retirement Wake-Up Call 13:52

منذ 10 weeks13:52

13:52

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 through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build confidence in your retirement future. Whether you're a year away from retiring or just starting to plan, this episode offers practical insights to help you reduce stress and take control of your financial journey. 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.…

Success in the New Retirement

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From Stress to Strategy: The Power of a Retirement Plan 17:39

منذ 11 weeks17:39

17:39

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 plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retirement, maximize income streams, and why both spouses should be part of the conversation. Plus, hear what sets their approach apart from big-box firms. 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.…

Success in the New Retirement

1
Why the 4% Rule Might Be Failing Retirees 17:56

منذ 12 weeks17:56

17:56

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 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of working with a fiduciary. If you're serious about maximizing income and minimizing fees, this episode is a must-listen. 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.…

Success in the New Retirement

1
Retirement Rules You Should Rethink 13:49

منذ 13 weeks13:49

13:49

Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning with clarity and confidence. 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.…

Success in the New Retirement

1
Caddyshack, Roths, and Retirement Truths 21:43

منذ 14 weeks21:43

21:43

What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mix of humor, insight, and practical retirement planning you won’t want to miss. 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.…

Success in the New Retirement

1
The Tax Surprise That Could Derail Your Retirement 17:46

منذ 15 weeks17:46

17:46

What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs. 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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