What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions around Social Security, withdrawal rules, healthcare costs, and retirement planning shortcuts. They explore how income, taxes, and risk intersect later in life, and why a written plan matters as retirement approaches. The conversation highlights how outdated rules of thumb can miss today’s realities—and why flexibility and clarity have become essential parts of the retirement conversation.

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Is the 4% rule still relevant in today’s retirement landscape? Damon Roberts and Matt Deaton break down diversification, income planning, and the assumptions behind popular retirement rules of thumb. They discuss market volatility, withdrawal strategies, and why relying on a single guideline can create blind spots. From portfolio structure to income timing, this episode examines how retirement planning has shifted—and why retirees are being asked to think differently than previous generations.

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What happens when a legendary musician reflects on longevity, money, and knowing when to stop—or not stop—at all? In this special archive episode, Vince Gill joins Matt Deaton. In their conversation, Vince shares stories from decades on the road, lessons learned watching others struggle with success, and why purpose matters more than numbers. The discussion touches on balance, fulfillment, retirement, and how loving the craft can shape decisions long after most people slow down. A thoughtful look at life, work, and defining success on your own terms.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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