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.