Feb 25 2025 14 mins
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!
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