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Inhalt bereitgestellt von Impact Partnership, Damon Roberts, and Matt Deaton. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Impact Partnership, Damon Roberts, and Matt Deaton oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/travis-makes-money">Travis Makes Money</a></span>


You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the next Jeff Bezos either. Hosted by veteran podcaster Travis Chappell, each daily episode features interviews with regular people just like you – yes, you – who have learned how to make more money in unique and unconventional ways. From turning side hustles into an extra six figures to building massive business empires, these conversations dive into the mindset shifts, hard-earned lessons, and simple strategies that helped these individuals succeed. With over 1,000 podcast episodes under his belt, Travis has developed a unique ability to pull out inspiring stories and practical advice you can apply to your own financial journey that you just won’t hear anywhere else. Whether you’re looking for strategies on side hustles, skill building, investing, building generational wealth, or just motivation to take your next steps, this podcast is your resource. Tune in daily for insights, actionable tips, and inspiration from some of the most successful and interesting money-makers on the planet.
Success in the New Retirement
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Inhalt bereitgestellt von Impact Partnership, Damon Roberts, and Matt Deaton. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Impact Partnership, Damon Roberts, and Matt Deaton oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.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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301 Episoden
Alle als (un)gespielt markieren ...
Manage series 3561354
Inhalt bereitgestellt von Impact Partnership, Damon Roberts, and Matt Deaton. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Impact Partnership, Damon Roberts, and Matt Deaton oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.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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301 Episoden
Alle Folgen
×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.…
This week, Matt Deaton discusses various aspects of retirement planning, including investment strategies inspired by Warren Buffett, the financial implications of achieving the American dream, and the unexpected expenses that retirees may face, particularly healthcare costs. He emphasizes the importance of tailoring retirement plans to individual circumstances and the need for proactive financial management. 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, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individuals to understand their unique financial situations and prepare for potential future tax increases. 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's conversation delves into the current financial landscape, highlighting the stress many individuals face regarding their finances, even among high earners. Damon Roberts & Matt Deaton emphasize the importance of having a solid financial plan to navigate market volatility and ensure a secure retirement. The discussion also covers the analysis of financial statements, understanding fees, and the complexities of annuities, providing insights into making informed financial decisions. 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 the 4% rule, its implications for retirement planning, and the importance of personalized financial strategies. They explore the relevance of the 4% rule in today's context, emphasizing the need for a comprehensive retirement plan that accommodates individual spending habits and income needs. 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 financial planning for retirement, addressing common regrets people have about not saving enough. They emphasize the need for a comprehensive financial plan that allows individuals to replace their paycheck and manage risks effectively. The conversation also highlights the value of education in making informed decisions about retirement finances. 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 topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. They also highlight the opportunity for Roth conversions and IRA spend downs to minimize taxes. 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 various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts. 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 topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. 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 various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the potential impact of the upcoming election on the economy and the stock market, as well as the benefits of having a recession to reset the economy. 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 & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due to the national debt. 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 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 See omnystudio.com/listener for privacy information.…
This week, Damon Roberts and Matt Deaton discuss various topics including recent political events, the state of the economy, and the importance of having a solid financial plan for retirement. They emphasize the need to be cautious of political influences on financial decisions and the importance of diversification and risk reduction in investment strategies. The conversation also touches on the impact of emotions on financial decision-making and the role of technology in financial consultations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.…
Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth. 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's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement. 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 discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust retirement income and the importance of having a comprehensive retirement plan. The conversation explores the topic of adjusting investment strategies in a 401(k) and the potential risks of market downturns. The discussion also touches on the significance of tax planning in retirement and the potential impact of new tax laws. 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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