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Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Do You Really Need $5 Million to Retire?

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Manage episode 497187165 series 3561354
Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and reveal why efficient income planning can help you retire sooner and with more freedom. Whether you're behind on savings or ready to optimize your nest egg, this episode offers practical steps to build a retirement plan that works for you.

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.

  continue reading

324 episodes

Artwork
iconShare
 
Manage episode 497187165 series 3561354
Content provided by Impact Partnership, Damon Roberts, and Matt Deaton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership, Damon Roberts, and Matt Deaton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and reveal why efficient income planning can help you retire sooner and with more freedom. Whether you're behind on savings or ready to optimize your nest egg, this episode offers practical steps to build a retirement plan that works for you.

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.

  continue reading

324 episodes

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