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July 15, 2025 16 mins

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management.

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

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