All Episodes
Success in the New Retirement — 361 episodes
The Retirement Myths That Still Trip People Up
Does the 4% Rule Still Make Sense?
Success, Money, and Loving the Craft (Interview with Vince Gill)
The Retirement Myths That Still Catch People Off Guard
What Retirees Wish They Knew Earlier
Retirement Myths That Refuse to Die
When Market Noise Gets Personal
Gold, Legacy, and the Rest of the Story
When Retirement Becomes a Solo Act
The Roth Conversion Question Most Retirees Get Wrong
The Real Reason Retirees Struggle to Spend Confidently
What If You Could Retire Sooner Than You Think?
The Hidden Costs Your Portfolio May Be Carrying
Are You Asking Your Advisor the Right Questions?
The Million-Dollar Mistake You Didn’t See Coming
Is the American Dream Still Within Reach?
Milestone Moments: How to Celebrate Without Sacrificing Your Future
The Hidden Cost That Could Derail Your Retirement
Why Written Goals Make All the Difference in 2026
What If Your Retirement Math Is All Wrong?
Spendophobia: Are You Afraid to Enjoy Your Retirement?
The Retirement Sweet Spot: Are You Missing It?
Is Your Retirement Plan Built on Myths?
Smart Moves for Year-End: Your Guide to Financial Success
The Hidden Fees Draining Your Retirement
Roth Conversions: The Year-End Move You Can’t Ignore
The 401(k) Trap: Why Saving Isn’t Enough
Melt-Up or Meltdown? Navigating Unpredictable Markets
The Retirement Tax Trap: What Most Miss
Are You Missing Out on Tax Savings This Year?
Is September Sabotaging Your Retirement?
Retirement’s Hidden Risks: Are You Really Prepared?
Trusts, Taxes, and the Silver Tsunami: Are You Ready?
From Stress to Strategy: One Couple’s Retirement Wake-Up Call
From Stress to Strategy: The Power of a Retirement Plan
Why the 4% Rule Might Be Failing Retirees
Retirement Rules You Should Rethink
Caddyshack, Roths, and Retirement Truths
The Tax Surprise That Could Derail Your Retirement
Do You Really Need $5 Million to Retire?
The Red Zone of Retirement: Why Planning Late Costs More
Tax Strategies for a Secure Retirement
Creating Your Retirement Paycheck
Navigating the New Retirement Landscape
Navigating Retirement: Fears and Financial Strategies
Navigating Retirement: The Importance of Financial Advisors
Building Trust in Financial Advisory
Mastering Roth Conversions: A Retirement Game Changer
Navigating the Financial Crossroads of Retirement
Navigating Retirement Income: Strategies for Success
Navigating Tariffs: What It Means for Your Retirement
Navigating Retirement: Metrics For Success
Remaining Grounded Despite The Headlines
Navigating Scams in Retirement Planning
The Impact of Market Volatility
Navigating the New Retirement Landscape
Mastering Retirement Income Strategies
Hidden Fees in Financial Services
Rethinking Retirement: A New Perspective
Mistakes In Retirement
Hidden Fees In Retirement
Unlocking Retirement Spending
There's No Magic Number
Navigating Retirement in a Changing Landscape
Mastering Financial Planning for the New Year
Navigating New Year's Resolutions and Retirement Planning
Potential Economic Landscape of 2025
Navigating Job Security in Uncertain Times
Year-End Financial Planning
Navigating Retirement: Key Strategies for Success
Navigating Thanksgiving Traditions
Navigating the New Retirement Landscape
Election 2024
Women In Retirement
The True Cost of the American Dream
Financial Independence and Retirement
The Role of Annuities in Financial Security
Navigating the 4% Rule in Retirement
Maximizing Your Retirement Income
Managing Wealth in the New Retirement
Minimizing Fees in Retirement Accounts
The Importance of Legacy Planning in Retirement
The Benefits of a Recession in Resetting the Economy
The National Debt and the Future of Taxes
The Value of Working with a Financial Advisor
The Role of Emotions in Financial Decision-Making
Embracing Your Inner Tightwad
3 Legs to a Full Financial Plan
The Surprising Expense of Taxes in Retirement
Navigating Investment Strategies in a 401(k)
4th of July and Supporting Small Businesses
The Impact of Inflation on Everyday Expenses
Maximizing Assets and Income Strategies in Retirement
The Dangers of Chasing Returns in Retirement
Navigating Market Trends and Portfolio Adjustments
The Silent Killer: Fees in Retirement Plans
Underestimating Your Income Needs in Retirement
Where to Run When the Headlines Get Too Heavy
Losing Confidence While Building Retirement Income
Breaking Down the First Meeting
Finding a Sweet Spot in Your Tax Strategy
Opportunities From High Inflation
Is a ROTH IRA the Smart Play?
Is Now The Time to Get Risky In Retirement?
Three Pillars of a Proper Retirement Plan
Knowing Your Budget in Retirement
Spring Cleaning Your Retirement Tax Strategy
Acute Wealth Takes Over Nashville With George Birge
Retiring on $1M or Less
Tax Scams Targeting Your Retirement Plan
Can You Retire With Less Than $5 Million?
Updating Your ROTH Strategy
Do You Need One More Year to Retire?
Is the Risk Worth the Reward in Retirement?
Hot Dogging Your Retirement
Why We Don't Seek Retirement Help: Unveiling the Truth
Setting Financial Goals, Not Resolutions
Preparing for the Expiring Trump Tax Cuts
Updates to Your 401k Strategy
Love/Hate Relationship with Annuities
Political Side of Investing
What to Expect in the First Appointment
Stop Fudging the Retirement Numbers!!
Your Money Lost & Found
Do This Before the End of 2023
49% of Adults Must Be Confused About Taxes
Three Pillars of a Proper Financial Plan
Damon Roberts Conversation with Dr. Roger Ibbotson
A "Swift" Tax Strategy
Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson
Tax Advantages of ROTH IRA
Learn a root cause of inflation and when to [never] rely on TikTok for retirement advice
Only 35% of Adults Get "This" Right
Voting With Your Wallet
$53 Trillion Up For Grabs - Who Wants It?!
Boomers Are Getting Left Behind
Is Mickey Worth The Stress?!
Questionable Advice from a Billionaire
How Big is Your Paycheck?!
Building Income Through an Annuity
Aloe for Your Burned Portfolio
Most Common Needs Ignored
What Do Adults Really Want?!
Misconceptions About Annuities
What Do Retirees Really Want?
Finding Your Tax Strategy
Building Confidence in a Plan
When Snooping is Encouraged
3 Legs to a Full Financial Plan
How DIY Could Mean DONT
Challenges & Solutions for Women in Retirement
Country Superstar Lainey Wilson Talks Trust
Pitfalls of Using 401k for Emergencies
Advice for the Nervous Investor
Tax Freedom Day.. That Isn't
Dangers of Timing the Market
How Much is TOO Much?!
Stop Listening to Your Family
Why 64% of Retirees Can't Sleep Comfortably
Did We Learn NOTHING From 2008?!
Power of Patience
Retirement Lessons from... Justin Bieber?
Most Common Retirement Fear
Trusting a 90% FAILURE Rate?!
Taking the "Brady" Approach to Retirement
Retirement Lessons While Pumping Gas
Buckle Up: 2-3 Years of Recovery is Possible
2023 Outlook
Lessons From a Rough 2022
Laziest Word in Financial Planning
Smiling Through a Forced Retirement
Too Soon to Stress About the 2024 Market?!
2023: Banner Year or Bad Recession?
Do You Have Time To Recover?
How to Supersize Your Retirement Plan
Trickle Down Layoffs
Is $1.2M Enough to Retire?
Safe to "time" the Market?
Time to Consider Delaying Retirement?
Changes To Your RMD
An Economic Milestone That Will Affect Your Grandkids Kids
Even E.T. Needs a Tax Strategy
it's Tax Harvesting Season!
What the Latest CPI Numbers Really Mean
Your Net Worth is Worthless
Playing Politics
Creating a "Degenerate" Bucket
"Fatal Flaw" in Target Date Funds
Understanding The Inflation Reduction Act
Is the Worst Yet To Come?
"Experts" To Avoid in Financial Planning
Being Happy While Jobless
Relief From Record High Inflation
When Snooping is Acceptable
Defining a "Mild" Recession
Preparing for a Recession
Finding Perspective in a Down Market
Uncomfortable Questions to Ask Your Advisor
Vice President Mike Pence
Summer Predictions - The Good and Bad
Benefits of a Recession
Finally, Some Inflation Relief?!
Bill Murray Joins Success in the New Retirement
Silver Lining to a Recession?
Handling Work Anxiety
America Is Not built For 4-Day Work Weeks
Limiting Damage Caused By Inflation
What is a Market Contraction? Is it Painful?
This NBA Hall of Famer Gets It
Recognizing Hidden Fees
5th Grade Day Traders
Is the Fed Flip Flopping on Interest Rates?
Don't Let Taxes Bring You To Tears
Inflation Causing Anxiety
Are you a Karen or a Henry?
Protection from $5 Gallon Gas
What We Can Learn From Tom Brady's 4-Week Retirement
Is There a Silver Lining to Interest Rate Hikes?
The Wrong Ways to Plan for Retirement
Questions We Are Afraid to Ask
Getting the SOTU Treatment
Perspective on Ukraine
Legacy Planning For a Train Wreck of a Family
Combatting Interest Rate Hikes
Stop Being So Emotional!
3 Keys to Navigating a Shaky Market
Are You Tough Enough?
Time To Get Defensive With Your Portfolio?
Importance of "Memory" Money
RMD, QCD and $21T
Hang On Tight or Protect Your Assets?
Don't Sleep on Your Estate Plan
Fear of Monday Causing Anxiety
Uncle Sam Wants Your Drug Money
Only 27% of Adults Get it Right
Be Frugal But Spend Your Money!
Ignore Those Resolutions in 2022
Power of Getting In Your Face
Preparing for a Market Downturn?
Defining Your Benchmarks
Circling Your End Date
Griswold Family Inflation
What's More Dangerous: COVID or the Governments Reaction?
$68 Trillion Up For Grabs. Who Wants It?!
What Millennials Can Teach Us About Investing
Do Trends Indicate a Market Downturn?
Inflations Biggest Surge in 30 Years! What's Next?
I-Bonds and Why They Could Be A Great Option
Biggest Mistakes in Choosing An Advisor
Retirement Mistakes to Avoid
Preparing Your End of Year Financial Checklist
Life Hacks for Retirement
New Trend in Annuities Gaining Popularity
It's Time to Eliminate the Debt Ceiling
Necessary 4th Quarter Adjustments
The Concerns of a Shaky Market
NFL Vets Andre Reed and Michael Irvin Get Motivated
It's Your Money, Go Spend it!!
MLB Veteran Darryl Strawberry Talks Mistakes and Trust
Uncle Sam is Bringing an Invoice to Your Funeral
Taxes Are On Sale!!
Vince Young Talks Financial Confidence
Retirement Wants vs Needs
Matt Deaton Talks With NFL Legend Michael Irvin
Is Having a Goal Retirement "Age" a Good Strategy?
ESPN's Steven A. Smith Talks Financial Strategy
Retirees SECOND Biggest Fear
Is A Bank Still A Safe Spot For Your Money?
Becoming Emotionally Detached
This is Not Something to Lose Sleep Over!!
Will New COVID Cases Cause a Financial Panic?
Finding That Retirement Sweet Spot
Defining Your Financial Personality Pt. 2
It's Your Money, GO SPEND IT!!
Inflation: Much Ado About Nothing?
What's Your Financial Personality? Are You An Ostrich?
Best & Worst States to Retire
Retirement Check Up: Is It Really Necessary?
Financial Advisor vs Retirement Advisor: What's the Difference?
Are You Really Prepared For Retirement?
Let Me Work From Home Or I'm Quitting!
Managing Millionaires and Emotions
Financial AND Life Advice From Dad
Can You Really Replace Your FULL Paycheck in Retirement?
New Biden Retroactive Tax and Being Charitable in Retirement
Often Overlooked Retirement Cost
Retirement Questions Google Can't Answer
Uncomfortable Conversations That You Should Have
Biggest Regrets In Retirement
Dissecting The Biden Tax Plan with Mike Canet
Your Real Estate Tax Could See A Massive Increase
Cryptocurrency 101: Is It Worth The Risk?
"Hootie" Comes Strong With Financial Advice
Husband vs Wife and The Roles in Financial Planning
What Age Are You The Happiest?
Common Retirement Planning Errors
Avoid These 401k Mistakes
Stop Letting Taxes Control Your Emotions
Hidden Fees Are Killing Your Portfolio
Taking a Pension Buyout
Tax vs Investing Strategy: Why One Is More Important
Diversifying Multiple Accounts
Why a Tax Strategy is More Important Than a Tax Plan
Why the Upcoming Tax Increase is a Colossal Lie
A Tax on the Wealthy That Will Affect ALL Income Levels & Small Businesses
COVID Is Eliminating Years Off Your Retirement
ROTH Conversion vs ROTH Contribution
What's Up With Gas Prices and Post Pandemic Inflation
What to do with an Inheritance and Legacy vs. Estate Planning
Another Week, Another Tax and Why Inflation Should be a Top Concern
#1 Concern in Retirement Planning
Your Retirement Caddy and Having Blind Faith in an Advisor
Tax Planning vs. Tax Preparation and Best Option for an Inheritance
Success in the New Retirement Podcast
Success in the New Retirement Podcast
Success in the New Retirement Podcast
Success in the New Retirement Podcast
Success in New Retirement Podcast
Success in the New Retirement Podcast
Success in the New Retirement
What Questions Do You Have for a Financial Advisor?
What Will Tax Rates Look Like in 2021?
Evaluating Your 401(k) Statement
Election Aftermath
What Happens After Tuesday?
Trump, Biden & Your Taxes
Election Protection
Your Year-End Financial To-Do List
What Can Fantasy Football Teach You About Investing for Retirement?
Is It Time for a Second Opinion?
What to Consider If You Get an Early Retirement Offer
Do Politics & Investing Mix?
Key #5: Reducing Taxes to Make Your Money Last
What Not To Do During a Financial Crisis
Motivate Yourself – With Some Help from Tim Tebow!
Celebrities – They’re Just Like Us (When It Comes to Estate Planning)
The Wizard of Oz: Ozzie Smith
5 Things You Can Do About Your Finances (Even While You’re Stuck at Home!)
The Coronavirus Stimulus Package: What Does it Mean for You?
Coronavirus: The Wall Street Contagion
What the SECURE Act Really Means for Retirees
Key #4: Fees Really Do Matter (Part 2)
Key #4: Fees Really Do Matter (Part 1)
Planning for a Long Retirement with Pro Football Hall-of-famer Tim Brown
Financial Lessons with Shaq
Goal-Setting for a New Year & New Decade
Giving Back with NFL Great Anthony Munoz
Key #3: Don’t Lose It in the First Place
Stage of Life Investing: The Truth About Target Date Funds
Key #2: Stage of Life Investing (Part 2 – Distribution)
Key #2: Stage of Life Investing (Part 1 – Accumulation & Preservation)
Building a Knockout Retirement with Evander Holyfield & Sugar Ray Leonard
Building a Knockout Retirement With Mike Tyson & Buster Douglas
From Cowboys to Successful Retirees: Michael Irvin & Emmitt Smith
The Everesting Series: Conquering the Mountain (Part 5)
The Everesting Series: Matt's Finish Line Check-in (Part 4)
The Everesting Series: Facing Your Fears (Part 3)
The Everesting Series: Camelback Mountain (Part 2)
The Everesting Series: The Training (Part 1)
Key #1: Diversification vs. Correlation
Get to Know Matt & Damon (Not to be confused with Matt Damon!)