Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Вміст надано Impact Partnership, Damon Roberts, and Matt Deaton. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Impact Partnership, Damon Roberts, and Matt Deaton або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Join How to Be a Better Human as we take a look within and beyond ourselves. How to Be a Better Human isn’t your average self improvement podcast. Each week join comedian Chris Duffy in conversation with guests and past speakers as they uncover sharp insights and give clear takeaways on how YOU can be a better human. From your work to your home and your head to your heart, How to Be a Better Human looks in unexpected places for new ways to improve and show up for one another. Inspired by the popular series of the same name on TED’s Ideas blog, How to Be a Better Human will help you become a better person from the comfort of your own headphones. Follow Chris on Instagram at @chrisiduffy Hosted on Acast. See acast.com/privacy for more information.
Success in the New Retirement
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Вміст надано Impact Partnership, Damon Roberts, and Matt Deaton. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Impact Partnership, Damon Roberts, and Matt Deaton або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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317 епізодів
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Вміст надано Impact Partnership, Damon Roberts, and Matt Deaton. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Impact Partnership, Damon Roberts, and Matt Deaton або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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317 епізодів
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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 delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions. 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.…
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 of seeking professional advice. Additionally, the hosts explore the role of annuities in providing stable income during retirement and compare them to traditional pensions, highlighting the flexibility and control that annuities can offer. 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.…
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 plans that address individual needs and concerns. 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.…
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 tax portfolios, and maximizing Social Security benefits. Real-life examples highlight how small tax adjustments can save thousands, providing retirees with more financial freedom. 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.…
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 preserve wealth during market fluctuations. Creating a plan tailored to individual goals and circumstances can help retirees feel confident in enjoying their funds while preparing for the unexpected. 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.…
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 the need for creative strategies to ensure sustainable income while navigating the complexities of financial planning in today's economy. 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.…
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 stable 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.…
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 returns to market indices like the S&P 500, but rather about creating a sustainable income strategy that aligns with individual goals and risk levels. 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.…
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 of market conditions and the need for individuals to remain grounded in their financial strategies despite sensational headlines. 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.…
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 planning to ensure financial security in 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.…
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, especially for those nearing retirement age. The conversation highlights the challenges posed by market fluctuations and the necessity of having a solid plan to navigate these uncertainties effectively. 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.…
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 necessity of maximizing social security benefits, and the importance of having a clear plan to manage retirement income effectively. 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.…
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 includes tax considerations and social security optimization. The discussion also touches on the emotional aspects of financial decision-making and the importance of seeking professional guidance to navigate retirement effectively. 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.…
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 value of working with true fiduciaries who prioritize clients' best interests. The conversation also touches on the balance between different investment strategies to optimize retirement outcomes. 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.…
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 individuals can take towards 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.…
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 investing, and the necessity of tailored strategies for income and tax planning as retirement approaches. 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.…
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 you're paying for in investment vehicles like variable annuities and mutual funds. The conversation wraps up with a warning about the dangers of cashing out 401(k)s when changing jobs, highlighting the potential tax implications and the risk of losing retirement savings. 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.…
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 also touches on the attainability of financial independence in today's economy and the unique challenges faced by small business owners in planning for 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.…
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. The conversation emphasizes the necessity of personalized financial planning and the benefits of proactive retirement strategies. 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.…
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 strategies for pre-retirees to maximize their income and create tax efficiency in their financial planning. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
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 for risk management, especially for retirees. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
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 visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
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 touches on the significance of working with a fiduciary advisor to ensure that retirement plans are tailored to individual needs and circumstances. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com ! See omnystudio.com/listener for privacy information.…
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the implications of recent elections on the financial markets, the influence of media and celebrity endorsements, and the importance of having a solid retirement plan that is not overly reliant on political outcomes. They emphasize the need for education in financial planning and the significance of understanding tax implications in retirement. The conversation also touches on the effectiveness of campaign spending and the emotional nature of political decisions affecting financial strategies. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
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Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Daily Deals
Схожі до Success in the New Retirement
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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continue reading
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…
continue reading
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continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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continue reading
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continue reading
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continue reading
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continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
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