The Value of Working with a Financial Advisor

Success in the New Retirement

Impact Partnership, Damon Roberts, and Matt Deaton에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Impact Partnership, Damon Roberts, and Matt Deaton 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1M 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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