Success in the New Retirement: Recent Episodes
Damon Roberts, Matt Deaton
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.
Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG
Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation also highlights the value of a late-summer financial review as tax planning and year-end decisions begin moving into focus.
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.
Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income stream after work ends. The conversation highlights how having a strategy can help replace guesswork with clarity as retirement approaches.
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.
What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all “magic number.” The conversation also explores fiduciary guidance, tax diversification, and why replacing your paycheck matters more than comparing your savings to someone else’s.
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.
A strong market can make retirement feel easier—until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity can help retirees avoid emotional decisions when markets shift.
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.
Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income.
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.
Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey’s views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability.
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.
Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America’s 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more on life and less on financial stress.
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.
What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You’ll also hear how market volatility, valuations, and signals from major investors are shaping today’s environment. The conversation highlights the importance of diversification, risk management strategies, and building a plan that can adapt—whether markets move up or down.
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.
Are today’s low tax rates creating an opportunity—or a future challenge? This episode with Matt Deaton explores Roth conversions and why relying solely on projections and assumptions can lead to flawed decisions. The discussion focuses on understanding current versus future tax rates, how income sources shape your tax picture, and why every strategy needs to be personalized. You’ll also hear how taxes, income planning, and long-term projections work together, along with the role of consistency and discipline in navigating the ups and downs of retirement planning.
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.
A behind-the-scenes look at Mar-a-Lago turns into a conversation about the American Dream. This episode with Damon Roberts & Matt Deaton features clips from Donald Trump Jr. on work ethic, education, and legacy, alongside a discussion on how planning shapes real-world retirement outcomes. The conversation connects big-picture ideas—opportunity, discipline, and adaptability—to everyday financial decisions people face as they approach retirement.
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.
What separates confident retirees from everyone else? This episode with Damon Roberts & Matt Deaton breaks down the key habits behind successful retirement strategies, from consistent saving to managing risk and building income. The discussion highlights how preparation, not guesswork, shapes financial outcomes over time.
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.
Retirement fear isn’t about numbers—it’s about not knowing where your paycheck comes from. This episode with Damon Roberts & Matt Deaton breaks down why running out of money still tops the worry list and how income strategies beyond the 401(k) can reshape confidence. From pensions disappearing to creating personal income streams, the conversation centers on turning savings into stability. Plus, insights for small business owners on tax efficiency and long-term planning.
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.
What if your retirement plan isn’t about stopping work at all? This episode with Damon Roberts & Matt Deaton explores why more people are choosing to keep working, how flexibility changes financial decisions, and the hidden pitfalls of Social Security timing and healthcare costs. It also tackles misinformation, scams, and the importance of building a strategy you can actually trust.
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.
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.
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.
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.
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.
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!
Follow us on social media: Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
Many retirement assumptions sound logical—until you take a closer look. This episode breaks down common myths around taxes, income, and relying too heavily on a 401(k). Damon Roberts and Matt Deaton explore why diversification goes beyond investments, how taxes can still matter in retirement, and why planning multiple income sources shapes flexibility later in life. Along the way, real-world examples highlight how small misconceptions can lead to big surprises without a clear plan.
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.
Some retirement challenges don’t show up in spreadsheets—they show up in real life. This episode with Damon Roberts & Matt Deaton blends client perspectives with professional insight to explore common misconceptions about retirement, from healthcare costs to Social Security decisions. The conversation highlights why starting earlier matters, how assumptions can derail plans, and what retirees wish they had known sooner. It’s a grounded look at preparing for retirement beyond the surface-level math.
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.
Is Social Security really disappearing, or is that just another retirement myth? The conversation breaks down common misconceptions around Social Security, healthcare costs, withdrawal rules, and spending in retirement. Damon Roberts and Matt Deaton discuss how long retirees actually live, why retirement often costs more than expected, and how income planning fits into today’s realities. The episode focuses on separating headlines from facts and understanding how modern retirement differs from previous generations.
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.
Is today’s market volatility just noise—or something worth paying attention to? This episode explores how headlines, geopolitical tension, and economic uncertainty affect retirement planning, especially for those nearing retirement. Damon Roberts and Matt Deaton discuss market cycles, risk exposure, income timing, and why strategy often shifts in the final working years. The focus stays on planning for uncertainty without reacting emotionally to short-term events.
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.
Gold coins, inheritance stories, and hard-earned lessons collide in this wide‑ranging retirement conversation. This episode with Damon Roberts breaks down how gold fits—or doesn’t—into a modern portfolio, explores the coming wealth transfer between generations, and highlights how taxes quietly shape long‑term outcomes. From legacy planning to enjoying money while you’re still here, the discussion centers on aligning financial decisions with real-life priorities rather than fear-driven headlines.
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.
At some point, many retirees will be navigating life—and money—on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning “the rest of the story” matters. It’s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes.
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.
What if the tax decisions you make today quietly shape how flexible your retirement feels years from now? Damon Roberts and Matt Deaton unpack why Roth conversions aren’t one‑size‑fits‑all, even in a historically low tax environment. The conversation explores timing, income sources, Social Security taxation, and how unexpected expenses can expose gaps in tax planning. This episode highlights why tax efficiency is less about chasing “tax‑free” headlines and more about coordinating income, withdrawals, and long‑term flexibility in retirement.
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.
How much do you really need to retire—and why do the headlines get it so wrong? Damon Roberts and Matt Deaton break down why generic savings targets create unnecessary fear and overlook the realities of income, spending, and lifestyle. The episode dives into common withdrawal mistakes, market volatility, and the psychology of spending in retirement. Rather than focusing on a magic number, the discussion centers on building confidence through income planning and understanding how money actually works once paychecks stop.
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.
What if you’re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready—despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You’ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable income.
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.
What if the biggest risk in your retirement plan isn’t the market—it’s silence from your advisor? In this episode, Damon Roberts and Matt Deaton unravel the top frustrations adults bring to their office: poor communication, unclear fees, and portfolios no one seems to be watching. They explain how transparency, proactive updates, and true fiduciary guidance can transform confusion into confidence. With real client stories and practical insights, this episode highlights what a healthy advisor relationship should look like—and how the right communication can protect your wealth and your peace of mind.
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.
What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals.
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.
What if the real challenge of retirement isn’t saving money—but making it last? Damon Roberts and Matt Deaton break down why early financial education matters, using professional athletes’ cautionary tales to highlight the importance of smart planning, tax strategy, diversification, and sustainable income. From million‑dollar misconceptions to maximizing what you already have, this episode shows how to stretch every dollar wisely and build confidence for a long retirement.
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.
What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, strategy, and knowing your numbers. They also explore legacy, purpose, and how Dolly Parton’s wisdom applies to your financial future.
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.
How do you prepare for life’s milestone moments—like weddings, grandkids, or sending a child to college—without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while protecting your financial future. Discover why self-discipline, second opinions, and clear goals matter. It’s a candid look at balancing celebration and security for your best year ever in 2026.
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.
How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid “spendophobia,” and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever.
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.
Is your retirement strategy just a wish—or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life’s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strategies, and adjust for changing market conditions. Discover the power of documenting your plan, uniting your household around shared goals, and building habits that last. It’s a practical guide to turning intentions into results for your best retirement yet.
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.
What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building “fun money” into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making—without relying on outdated formulas.
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.
How long will your retirement savings really last—and what’s the secret to spending with confidence? This episode with Damon Roberts & Matt Deaton explores why income planning matters more than hitting a magic number, how “spendophobia” can hold you back, and why tax efficiency and fee awareness are crucial for a successful retirement. Hear real stories, practical strategies, and the importance of building a plan that fits your lifestyle, not just your bank account. Discover how to avoid common pitfalls and create steady income for the years ahead.
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.
What’s the most overlooked opportunity in retirement planning? This episode explores the “sweet spot” for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, shares real-life stories, and discusses how to maximize your financial moves before year-end. Plus, hear how holiday traditions and giving back can enrich your retirement journey.
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.
Are you risking your retirement by following advice from friends or outdated strategies? This episode exposes common misconceptions and costly mistakes that can derail your financial future. Damon Roberts and Matt Deaton reveal why maximizing income—not chasing risky returns—is the key to lasting retirement security. Learn how to avoid emotional decisions, minimize taxes, and build a plan that works in any market. Real client stories illustrate the importance of professional guidance and making tough choices for your financial well-being.
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.
Is your retirement plan ready for the twists and turns of today’s economy? This episode explores how shifting tax laws, market volatility, and required minimum distributions impact your financial future. Damon Roberts shares real-life stories, practical strategies for tax efficiency, and tips for making smart moves before year-end. Whether you’re decades from retirement or already drawing income, discover actionable insights to help you navigate the new landscape.
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.
Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience.
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.
What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think.
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.
Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lasting success in the new retirement.
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.
Can a part-time job feel like a million-dollar retirement? Damon Roberts and Matt Deaton explore the art of “test-driving” retirement, the impact of market melt-ups, and how sudden changes—like government shutdowns—can reshape your financial future. From stretching your dollars to navigating unpredictable market cycles, this episode reveals why flexibility and planning matter more than ever for lasting success in the new retirement.
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.
What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future.
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.
What if you’re missing out on thousands by ignoring the latest tax law changes? This episode breaks down the new rules for Social Security, Roth conversions, and self-directed IRAs, plus why timing matters for year-end retirement moves. Damon Roberts and Matt Deaton explain how to take advantage of low tax rates, avoid costly RMD penalties, and make smart decisions before December 31st.
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.
Is September a trap for your retirement portfolio? This episode dives into why timing the market can be risky, especially for those nearing retirement. Damon Roberts and Matt Deaton break down the difference between long-term investing and strategic moves for retirees, reveal the dangers of withdrawing after losses, and share practical tips for tax diversification and income planning. Don’t let procrastination sabotage your financial future—learn how to adapt your strategy for lasting success.
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.
What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hidden risks, fees, and emotional realities behind successful retirement planning, sharing real stories and practical advice for couples and individuals alike.
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.
What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future.
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.
What if one meeting could erase your retirement doubts? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton share how a couple facing market volatility found peace of mind through a well-structured financial plan. From guaranteed income strategies to annuity regrets and fee transparency, they break down how to build confidence in your retirement future. Whether you're a year away from retiring or just starting to plan, this episode offers practical insights to help you reduce stress and take control of your financial journey.
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.
What if you’re more ready to retire than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they could retire earlier—once they had a plan. From reducing stress and blood pressure to reclaiming freedom, they explore how financial planning transforms lives. Learn how to mimic your paycheck in retirement, maximize income streams, and why both spouses should be part of the conversation. Plus, hear what sets their approach apart from big-box firms.
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.
Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of working with a fiduciary. If you're serious about maximizing income and minimizing fees, this episode is a must-listen.
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.
Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning with clarity and confidence.
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.
What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mix of humor, insight, and practical retirement planning you won’t want to miss.
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.
What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs.
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.
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.
What’s the cost of waiting to plan for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton tackle the hesitation many feel about working with a financial advisor—and why that delay could cost you options and income. They break down the importance of fiduciary standards, hidden fees, and how to vet your advisor like you vet your favorite restaurant. If you’re in your 50s or beyond, this episode is your playbook for transitioning from growth to protection—and retiring with confidence.
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.
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!
Follow us on social media: Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of bonds in investment strategies and the necessity of understanding tax implications for effective retirement planning.
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.
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during their initial consultation with Acute Wealth Advisors, highlighting the importance of understanding one's financial situation and the potential pitfalls of common investment strategies.
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.
This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions.
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.
This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value of seeking professional advice. Additionally, the hosts explore the role of annuities in providing stable income during retirement and compare them to traditional pensions, highlighting the flexibility and control that annuities can offer.
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.
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement plans that address individual needs and concerns.
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.
Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying tax portfolios, and maximizing Social Security benefits. Real-life examples highlight how small tax adjustments can save thousands, providing retirees with more financial freedom.
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.
Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and preserve wealth during market fluctuations. Creating a plan tailored to individual goals and circumstances can help retirees feel confident in enjoying their funds while preparing for the unexpected.
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.
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement income planning. They explore the implications of the 4% rule, the challenges retirees face in managing withdrawals, and the importance of understanding fees associated with retirement accounts. The conversation emphasizes the need for creative strategies to ensure sustainable income while navigating the complexities of financial planning in today's economy.
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.
This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future.
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.
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the complexities of retirement planning, emphasizing the importance of understanding risk tolerance, the role of financial advisors, and common pitfalls in managing 401(k) accounts. They highlight that retirement success is not solely about comparing investment returns to market indices like the S&P 500, but rather about creating a sustainable income strategy that aligns with individual goals and risk levels.
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.
This week, Damon Roberts and Matt Deaton discuss the current market volatility and its implications for retirement savings. They emphasize the importance of having a diversified financial plan tailored to one's stage of life, particularly for those nearing retirement. The conversation also touches on the role of media in shaping public perception of market conditions and the need for individuals to remain grounded in their financial strategies despite sensational headlines.
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.
This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the prevalence of scams targeting the older generation, the importance of understanding hidden fees in investment portfolios, and the necessity of tailoring retirement strategies based on age. They emphasize the significance of diversification and proper planning to ensure financial security in retirement.
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.
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the influence of financial gurus, the impact of market volatility on retirement planning, and the importance of managing emotions in investment decisions. They emphasize the need for tactical management strategies tailored to individual retirement goals, especially for those nearing retirement age. The conversation highlights the challenges posed by market fluctuations and the necessity of having a solid plan to navigate these uncertainties effectively.
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.
This week, Damon Roberts & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the necessity of maximizing social security benefits, and the importance of having a clear plan to manage retirement income effectively.
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.
In this conversation, Damon Roberts and Matt Deaton discuss the intricacies of retirement income planning, emphasizing the importance of sustainable income rather than merely growing assets. They highlight common mistakes retirees make, such as maintaining aggressive investment strategies and the need for a comprehensive financial plan that includes tax considerations and social security optimization. The discussion also touches on the emotional aspects of financial decision-making and the importance of seeking professional guidance to navigate retirement effectively.
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.
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the value of working with true fiduciaries who prioritize clients' best interests. The conversation also touches on the balance between different investment strategies to optimize retirement outcomes.
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.
This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional retirement ages and the importance of financial preparedness. They explore the implications of longevity, the necessity of maximizing 401(k) contributions, and the diverse paths individuals can take towards retirement.
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.
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!
Follow us on social media: Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
This week on Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss their experiences at the WM Phoenix Open, touching on the thrill and pressure of playing golf in front of a large crowd. They then transition into a critical discussion about hidden fees in retirement planning, emphasizing the importance of understanding what you're paying for in investment vehicles like variable annuities and mutual funds. The conversation wraps up with a warning about the dangers of cashing out 401(k)s when changing jobs, highlighting the potential tax implications and the risk of losing retirement savings.
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.
In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion also touches on the attainability of financial independence in today's economy and the unique challenges faced by small business owners in planning for retirement.
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.
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning. They explore the importance of understanding individual income needs, debunk the myth of a universal retirement savings number, and introduce the concept of micro-retirement as a strategy for younger generations. The conversation emphasizes the necessity of personalized financial planning and the benefits of proactive retirement strategies.
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.
This week, Damon Roberts and Matt Deaton discuss the impact of recent events in college football and the Trump administration on retirement planning. They emphasize the importance of having a solid financial plan, understanding tax implications, and preparing for market volatility as individuals approach retirement. The conversation also highlights strategies for pre-retirees to maximize their income and create tax efficiency in their financial planning.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
This week, Matt Deaton discusses the significance of New Year's resolutions, particularly focusing on National Quitters Day, which falls on January 10th. He explores the common reasons people abandon their resolutions and emphasizes the importance of setting realistic goals.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
In this episode, Damon Roberts and Matt Deaton discuss the potential economic landscape of 2025, focusing on the possibility of a recession and its implications for retirement planning. They emphasize the importance of having a comprehensive retirement strategy that accounts for market volatility and personal financial goals. The conversation also touches on the significance of working with a fiduciary advisor to ensure that retirement plans are tailored to individual needs and circumstances.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss critical financial planning strategies for retirement, focusing on job security, health challenges, and investment options like cryptocurrency. They emphasize the importance of preparation, understanding risks, and making informed decisions to navigate potential uncertainties in 2025.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss various aspects of retirement planning, including the importance of Qualified Charitable Distributions (QCDs), market reactions to political changes, and the significance of obtaining a second opinion on financial plans. They emphasize the need for tailored strategies based on individual circumstances and the importance of understanding one's retirement readiness. The conversation aims to empower listeners with knowledge and insights to make informed decisions about their financial futures.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss Thanksgiving traditions, the importance of tax planning, and strategies for retirement. They emphasize the need for proactive financial planning, especially in light of potential layoffs and changing tax laws. The conversation also touches on the creation of pension-like income through strategic investments and the significance of gratitude during the holiday season.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
See omnystudio.com/listener for privacy information.
This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the implications of recent elections on the financial markets, the influence of media and celebrity endorsements, and the importance of having a solid retirement plan that is not overly reliant on political outcomes. They emphasize the need for education in financial planning and the significance of understanding tax implications in retirement. The conversation also touches on the effectiveness of campaign spending and the emotional nature of political decisions affecting financial strategies.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Matt Deaton discusses various aspects of retirement planning, including investment strategies inspired by Warren Buffett, the financial implications of achieving the American dream, and the unexpected expenses that retirees may face, particularly healthcare costs. He emphasizes the importance of tailoring retirement plans to individual circumstances and the need for proactive financial management.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this episode of Success In The New Retirement, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individuals to understand their unique financial situations and prepare for potential future tax increases.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week's conversation delves into the current financial landscape, highlighting the stress many individuals face regarding their finances, even among high earners. Damon Roberts & Matt Deaton emphasize the importance of having a solid financial plan to navigate market volatility and ensure a secure retirement. The discussion also covers the analysis of financial statements, understanding fees, and the complexities of annuities, providing insights into making informed financial decisions.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss the 4% rule, its implications for retirement planning, and the importance of personalized financial strategies. They explore the relevance of the 4% rule in today's context, emphasizing the need for a comprehensive retirement plan that accommodates individual spending habits and income needs.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of financial planning for retirement, addressing common regrets people have about not saving enough. They emphasize the need for a comprehensive financial plan that allows individuals to replace their paycheck and manage risks effectively. The conversation also highlights the value of education in making informed decisions about retirement finances.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. They also highlight the opportunity for Roth conversions and IRA spend downs to minimize taxes.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the potential impact of the upcoming election on the economy and the stock market, as well as the benefits of having a recession to reset the economy.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due to the national debt.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
In this week's episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including golf, the recent global tech outage, and tax strategies. They emphasize the importance of having a comprehensive retirement plan that addresses income strategies, inflation, taxes, and longevity. They also highlight the need to protect assets and build retirement income while considering potential risks. Damon and Matt provide insights into managing taxable income to minimize taxes and maximize Social Security benefits. They stress the value of working with a financial advisor who can help create a customized plan to ensure a successful retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton discuss various topics including recent political events, the state of the economy, and the importance of having a solid financial plan for retirement. They emphasize the need to be cautious of political influences on financial decisions and the importance of diversification and risk reduction in investment strategies. The conversation also touches on the impact of emotions on financial decision-making and the role of technology in financial consultations.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust retirement income and the importance of having a comprehensive retirement plan. The conversation explores the topic of adjusting investment strategies in a 401(k) and the potential risks of market downturns. The discussion also touches on the significance of tax planning in retirement and the potential impact of new tax laws.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week on Success In The New Retirement, the conversation covers various topics including organizing a neighborhood fireworks show, 4th of July statistics, pride in being American, financial independence, and support for small businesses. The main takeaways include the importance of community involvement, the significance of financial planning for retirement, and the value of small businesses in the economy.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and accounts for longevity. The conversation also mentions the beloved $1.50 hotdog/soda combo at Costco and the impact of inflation on everyday expenses.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.
See omnystudio.com/listener for privacy information.
This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.
See omnystudio.com/listener for privacy information.
Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears?
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of the market.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice.
Experience the sound of George Birge on Spotify and check out his official website.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right plan.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your plan?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Matt Deaton details the mission and goals for the team at Acute Wealth Advisors and explains how to help pre-retirees reach their financial goals. Plus, can you successfully retire on $5M? One "shark" doesn't think so.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
A ROTH could be an excellent option for your retirement plans because of the tax advantages. Damon Roberts and Matt Deaton detail the steps to creating a better strategy in retirement. Plus, while some schools are dumbing down their classes, we have a story of one county doing more to prepare kids for their financial future.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
A lot of adults will have a date circled on the calendar for retirement, but as it gets closer, they may say "I just need one more year." That phrase can be damaging to adults not just emotionally, but it can also cause problems in a portfolio. Damon Roberts and Matt Deaton detail how "one more year" could actually be "one less year".
For more information visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
WWE announced a 10 year $5 Billion deal with Netflix to be the exclusive streaming service for their wrestling content. This is a huge gamble for both WWE and Netflix, but is the risk worth the reward? Matt Deaton explains how long and short term risk can affect a retirement plan. Plus, what happens when someone refuses to quit work and retire?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton talk about the stress some adults face in an election year and how it could affect their investments. Plus, a rare opportunity to have a part time job in retirement that involves traveling the country and lots of ketchup.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explain why so many adults know they need retirement help but refuse to make the call. Plus the things you should NEVER do when seeking a financial advisor.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton detail the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton detail ways to update your 401k plan and why you need to "spend down" your 401k. Plus, how NOT to pay for Holiday shopping.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton talk about the popularity of annuities but why so many advisors refuse to make them part if a retirement plan.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explain the importance of not letting the emotions of elections get in the way of your retirement plans. Plus, what affect do politicians really have on the market?
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment.
For more information or to schedule a consultation call 480-680-6868 or visit www.ssuccessinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explain how the latest inflation numbers don't mean much when the powers that be keep moving the goal posts. Plus, why now is the right time to update your QCDs.
For more information or to schedule a consultation call 480-680-6868 or visit www.ssuccessinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton detail potential lost accounts full of your money that's collecting dust when it should be complimenting your income plan. Plus, why adults need to look at their RMD's and QCD's before the end of the year.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton help you check items off your end of year "financial check list." Plus, the power of a ROTH and ROTH IRA and why more adults don't take advantage of it.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
51% of adults think they pay too much in taxes, which is unfair (it should be 100%). Damon Roberts and Matt Deaton discuss the importance of having a proper tax strategy because the current tax rates are about a low as we will ever see.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts details the importance of having 3 pillars to any financial plan: protection, income and growth.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon had the opportunity to sit with Dr. Roger Ibbotson, professor of finance at Yale University. They discussed the current market, trends and who he turns to for advice. Plus, speaking of education, why we should be terrified of the next generation of leaders.
For more information or to schedule a consultaion call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explain how Taylor Swift does more to teach our kids about taxes than most schools do. Plus, some argue maximizing your 401k is optimal but is it smart?
For more information or to shedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how to prepare for upcoming tax changes.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton detail the benefits of a ROTH IRA in a retirement plan. Plus, what most adults wish they would have been taught in school regarding their finances.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Matt Deaton explains why the CPI is up again and what is causing "sticky" inflation. Plus, we find Fanancial Advice on Tik Tock and determine if it's a good take or social media garbage.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to retirement?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
With the 2024 bid for the White House in full swing, Damon Roberts and Matt Deaton detail what history shows us happens to the market in an election year. Plus, is now a good time for a market pullback?
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
The Great Wealth Transfer is coming but are Gen X and the Millennials ready? Plus, what are some of the biggest regrets adults have in retirement?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail how Boomers are getting left behind at an alarming rate in their retirement plans. Plus, what "bucket" Heisman winning QB Tim Tebow thinks is most important.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the proper way to plan for a bucket list trip to Disney or on a crusie (or in Matts case, to see U2). Plus, the major mistakes to avoid in your 401k strategy.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss how the US debt being downgraded will affect our bottom line and one billionaire offers questionable advice on how to be "rich."
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss how to determine the size of your paycheck in retirment and what financial struggle is causing adults to lose sleep at night.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail the power of an annuity and why some retirement savers run from them. Plus, popular options to build growth within a plan.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton and Damon Roberts explain why some adults get lazy in the summer with their finances and the importance behind a mid-year portfolio review. Plus, if the CPI is down, why are interest rates going up?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Detaon detail the biggest needs that get overlooked by advisors and what steps Acute Wealth take to make sure your needs are met. Plus, is there such thing as "too much" communication?
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts details what adults really want in a retirement plan. Is it safety? Protection? Income? FREEDOM?! Or all of the above and most important, how do you secure those needs in a plan.
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com or call 480-680-6868.
Damon Roberts and Matt Deaton detail the misconceptions about annuities and more importantly how they could benefit your retirement portfolio.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton break down what adults approaching or in retirement really want. Protection? Growth? Income? All 3? We analyzie what the community is looking for in a retirement plan.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail some of the strategies needed for a proper tax strategy and why all plans are not the same.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton details the steps they take to help build confidence in a retirement plan.
To schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton explain that snooping around is perfectly acceptable, when vetting a new financial advisor.
For more information or to schedule a consultation with Acute Wealth Advisors call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton details the 3 Legs to a Solid Financial Plan. How protection, growth and income can help your retirement portfolio.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail what's missing from most DIY plans they see and also this week, they cover the latest inflation numbers and what it means for a recession.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
With Mothers Day Behind us, Damon Roberts and Matt Deaton discuss the challenges women face in retirement planning and more importantly, the solutions they offer.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Lainey Wilson is a rising country singer/songwriter and also appears on the hit show Yellowstone. We hear from Wilson about the importance of trust and Damon Roberts and Matt Deaton explain why trust is the first and most important step in creating a plan.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton explain the power and importance of getting a second opinion when you feel like your needs are not being met by a current advisor. Plus, the pros and cons of using your 401k for emergencies.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details the advice he offers the nervous investor who feels like the market is working aganist their retirement plans and how a small tweak to a plan can make all the difference. Plus, an inside look at what the first consultation with Acute Wealth looks like.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details how to have a better tax strategy and why Tax Freedom Day is more annoying than anything else. Plus, Vegas is the king of fees, but those unsuspecting fees can not only damage your vacation, it can hurt your portfolio too. Finally, lets meet the team from Acute Wealth Advisors.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton react to the latest inflation numbers and if this is a good sign that the Feds attempt to cool the CPI is working. Plus, the dangers of trying to time the market and advice to the nervous investor.
For more information on Acute Wealth or to schedule a consultation, call 480-680--6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the importance of being diversified in your portfolio and how the changes to Social Security will affect your retirement planning. Plus, how much is too much when it comes to meeting with the team at Acute Wealth.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the misconceptions of what they really do for the community and how their job is not to make you rich, but build sustainable income in retirement. Plus, why you need to stop listening to your family, they are giving you bad advice.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts details his response when someone wants to get out of the market because of the continued volatility. Plus, how the convenience of sports betting could affect more than your budget. Also, what is keeping over half of all retirees up at night and finally, grab your tin foil hat because we are bringing conspiracy theories.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details what lead to the SVB collapse and what mistakes could have been avoided. Plus, how this could affect your retirement savings and what opportunities are available to protect your assets.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss how to break through the noise and clutter that fills the financial headlines and how the team at Acute Wealth keeps you informed and updated. Plus, how the new MLB rule changes can affect your portfolio and using the power of patience to your advantage.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts explains if it's smart to stick to your long-term plans or make adjustments due to the volatile market. Plus, expectations in a first consultation and what we can learn from pop star Justin Bieber.
For more information or to schedule a consultation visit www.successinthenewretirement.com or call 480-680-6868.
Damon Roberts and Matt Deaton discuss how to calm one of the biggest fears adults have as they approach retirement. Plus, how much should you expect from a "retirement" paycheck? Finally, the importance of having couples on the same page and why Acute Wealth is different.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton update on their new opinions on where we stand in preparation for a recession. Plus, the importance of a tax strategy and uncomfortable conversations to have with your adult kids. Finally, what can the team at Acute Wealth Advisors do that 90% of other advisors can't? We explain..
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss Tom Brady's retirement (for real this time) and what we can learn from it. Plus, the Fed raised interest rates (again), so what does that mean to our purchasing power? Finally, annuities were popular in 2022, will they remain solid in 2023?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton explains how there could be opportunities in a down market that you may not have heard of. Plus, how to handle an inheritance if you don't want your kids to become entitled. Finally, what can we learn about retirement planning from a gas station?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail the latest CPI number and if will lead to a recession. Plus, how the 2022 market has caused anxiety for some adults planning for retirement and finally, should we buckle up for a 2-3 year recovery in the market?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, visit www.successinthenewretirement.com or call 480-680-6868.
Matt Deaton and Damon Roberts discuss their 2023 outlook and if we should continue to be in protection mode due to a volatile market or if we can take a little more risk. Plus, what can we expect from the SECURE ACT 2.0 and how will it affect our retirement planning. Finally, understanding and more importantly recognizing fees in retirement plans.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton recap a rough 2022 in the market and more importantly, what lessons we can learn from it. Plus, should we be making "Retirement Resolutions" into the new year and finally, is the bottom coming to the market?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton talk about "speculation" and how it should not be a word used when making a retirement plan. Plus, is the 4% rule still a valuable asset or are there better options?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton talk you through a forced retirement and why it may not be all bad, but what you need to do first to protect your assets. Plus, is it possible to be over diversified in your portfolio?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the latest CPI number and how this will affect the talk of a recession in 2023. Plus, after a rough year, are bonds finally making a comeback and finally, one analyst is already stressing about 2024! Too soon or valid points?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss why some talking heads think the 2023 market will be better than we have seen while others say we need to prepare for a major recession. Plus, the mistakes we make when overlooking a proper tax strategy,
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts details some adjustments you may need to make as we prepare to flip the calendar to 2023 and how Tax Loss Harvesting could benefit your portfolio. Also, Damon clears up some confusion with a ROTH 401k and a ROTH IRA. Finally, the power of a 2nd opinion in the new year.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details the advantages of having a smaller firm that serves the community without the clients getting lost in the shuffle. Plus, the latest CPI number is out, does it signal the beginning of the end of record high inflation? Finally, why a layoff could be the best retirement move you never wanted.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the midterm elections and what we can expect from the changes in Washington. Plus, with big tech companies starting recession layoffs, what happens if you get a pink slip? Finally, how to protect your assets from the rising cost of inflation.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton explain the conversations they have with clients who are anxious about opening statements in a down economy. Plus, some adults feel $1.2 Million is nowhere close to enough to retire comfortably, but it's less about money and more about a plan. Finally, why hiding cash is not a smart move when si many opportunities are still available.
For more informatoin on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the current economic downturn and if it's safe to time the market recovery? Plus, Matt details the mental game we play when managing our retirement portfolio and how deep is this current recession and will it get much worse before getting better?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts details the still record high inflation and if this is just the new normal for the foreseeable future and how we can protect our nest egg. Plus, the national debt is at a historic high, but if the government doesn't care, why should we? Finally, is it time to have a hard conversation about delaying your retirement because of the down economy?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts details the still record high inflation and if this is just the new normal for the foreseeable future and how we can protect our nest egg. Plus, the national debt is at a historic high, but if the government doesn't care, why should we? Finally, is it time to have a hard conversation about delaying your retirement because of the down economy?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details steps you can take to prepare for upcoming interest rate hikes announced by the Federal Reserve. Plus, what strategies you can take to help with changes to the ways you take RMD's.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton details steps you can take to prepare for upcoming interest rate hikes announced by the Federal Reserve. Plus, what strategies you can take to help with changes to the ways you take RMD's.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton talks about the new Debt Milestone and how it will affect your bottom line. Plus, a prime example of why sitting on your hands in this economy is a bad idea and finally, do the seasons affect your portfolio?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton talks about the new Debt Milestone and how it will affect your bottom line. Plus, a prime example of why sitting on your hands in this economy is a bad idea and finally, do the seasons affect your portfolio?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
This week Matt Deaton discusses the importance of getting a second opinion and why some adults feel like it's wrong to ask for help. Also, more adults believe in UFO's than they do a Financial Advisor. What makes wealth management intimidating to some pre-retirees?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or call 480-680-6868.
This week Matt Deaton discusses the importance of getting a second opinion and why some adults feel like it's wrong to ask for help. Also, more adults believe in UFO's than they do a Financial Advisor. What makes wealth management intimidating to some pre-retirees?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or call 480-680-6868.
We think of fall and gathering our Thanksgiving harvest, but what about harvesting your taxes? Damon Roberts explains how a tax harvest could help your portfolio. Plus, with the latest CPI still at record highs, what should you do now to benefit your bottom line and finally, what can we learn from Queen Elizabeth's Billions in assets?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com or call 480-680-6868.
We think of fall and gathering our Thanksgiving harvest, but what about harvesting your taxes? Damon Roberts explains how a tax harvest could help your portfolio. Plus, with the latest CPI still at record highs, what should you do now to benefit your bottom line and finally, what can we learn from Queen Elizabeth's Billions in assets?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com or call 480-680-6868.
In this episode Matt Deaton talks about the latest CPI numbers and how the 40 year high record inflation is affecting your bottom line. Plus, Matt offers some strategies to combat the continued inflation. Plus, with a recession, some companies lean on layoffs to curb budgets. So what happens if a pink slip is in your future. Is it actually a good thing?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton talks about the latest CPI numbers and how the 40 year high record inflation is affecting your bottom line. Plus, Matt offers some strategies to combat the continued inflation. Plus, with a recession, some companies lean on layoffs to curb budgets. So what happens if a pink slip is in your future. Is it actually a good thing?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the pros and cons of "test driving" your retirement and why it works for some adults, but not all. Plus, the importance of a 401k strategy and why "doing nothing" is the worst possible move. Finally, why your net worth is pretty much worthless, but that doesn't mean you should ignore your retirement income.
For more information on Acute Wealth or to schedule a consultation call 480-480-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the pros and cons of "test driving" your retirement and why it works for some adults, but not all. Plus, the importance of a 401k strategy and why "doing nothing" is the worst possible move. Finally, why your net worth is pretty much worthless, but that doesn't mean you should ignore your retirement income.
For more information on Acute Wealth or to schedule a consultation call 480-480-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton detail the parts of your portfolio you need to look at as we transition from Summer into Fall. Plus, it's an election year, so how much do politics play into your retirement planning and finally, should you budget to live to 120!?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the economy and while we are technically in a recession, the economy is still solid. So, how will this affect your current portfolio? Plus, there are milestone birthdays and they offer suggestions as to where we need to be in retirement planning by certain ages. Finally, the difference between "play" buckets and "degenerate" buckets.
For more information on Acute Wealth Advisors or to schedule your complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the latest CPI number and if it means we have seen the end of record high inflation. Plus, what flaw in a Target Date Fund could derail your 401k? Finally, if 37 is the new middle age, what should you be doing at 50?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts calls out "experts" who tell you to "hang in there" during a down market with better advice on protecting your portfolio. Plus, the new CPI is out and it hasn't moved, so is that good news for inflation? What about the Inflation Reduction Act? What affects will it have on our portfolio?
For more information on Acute Wealth Advisors or to schedule your complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton talks about the current recession and if the worst is yet to come with the economy. Plus, what happens if you received a large inheritance, how do you protect your family and your assets. Plus, what is the "gut feeling" regarding the market and if/when we will rebound?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode, Damon Roberts and Matt Deaton talk about Van Halen lead singer Sammy Hagar who is happier now than ever before because of his post music income streams. Plus, we hear Damon's conversation with Hagar where they discuss music, touring and financial freedom.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or call 480-680-6868.
In this episode Damon Roberts and Matt Deaton detail how to safeguard your portfolio so the damage from record high inflation is limited. Plus, Matt explains how/when he thinks some of these high prices will begin to drop and why. Finally, would an I-Bond be a good option in a down market?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or call 480-680-6868.
In this episode Damon Roberts and Matt Deaton explain why it's ok to snoop around and vet Acute Wealth Advisors, as a matter of fact, they appreciate you snooping. Plus, we hear the word "fiduciary" a lot when talking about wealth management, but what exactly does it mean? Plus, what's the most common question Damon and Matt get from pre-retirees.
For more information on Acute Wealth Advisors or to schedule a consultation, visit call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts explains if a "mild" recession should be cause for concern and how it could affect your portfolio. Plus, we know the joys of an early retirement, but what about the risks? Finally, what happens if you decide retirement is not all it's cracked up to be and you want to go back to work? Are there steps that won't cause too much damage to your portfolio?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode, Matt Deaton explains why he thinks we may be safe from a recession this year, but next year will be a different story. With that, he talks about some ways to prepare for a possible recession through planning and I-Bonds. Plus, the importance of a 2nd opinion and why the LIV tournament is good for golf.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton detail how to find perspective when it feels like things are out of control. The market is down, inflation is up, gas prices continue to rise, so how do we control our emotions and not panic when things feel chaotic. Plus, Damon explains that it's ok to get a second opinion and if your current advisor has not reached out during volatile times, then it may be time to find someone new.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton answer the questions you should be asking your financial advisor. What are their goals? What is the business model at Acute Wealth? What are the expectations for their clients? These are some of the questions you need to know about your wealth managers.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton had the opportunity to meet with former Vice President Mike Pence. Matt details his experience in Washington D.C. and what was most surprising about the conversation. VP Pence offers his thoughts on inflation, retirement and what it will take to get America back to energy independence.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton have some bold predictions on what could happen with the economy this summer. Plus, Damon details the importance of not just making a plan, but having that plan written down and sticking to it.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
This episode features Damon Roberts and Matt Deaton discussing the benefits of a mild recession and why that term should not be met with such anger. Plus, what's the difference between a Bear and Bull market and is not the best time to take advantage of investment opportunities?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss he CPI dropping by two-tenths of a point in April and if it's a good sign inflation is on the way down or insignificant to our bottom line. Plus, this being an election year, will it have an impact on the markets? Finally, with the market volatile, even with a properly built portfolio, can we can still have a successful retirement?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts joined pop culture icon Billy Murray and his brothers for the annual Caddyshack Charity Golf Tournament. Damon sat down with the Murray Brothers to talk golf, retirement and single ladies.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton update us on what the market swings mean for our retirement plan and if there is a silver lining to a possible recession. Plus, inflation, interest rates, gas prices, what are the biggest worries that affect the community most?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton offer tips to get over Monday Anxiety that a majority of adults suffer from as the weekend comes to a close. Plus, what happens if you reach the moment when you can finally retire, but you just don't want to. Should you plan change? Finally, what the market continuing it's shaky ride, what amount of risk should you be taking right now?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton talk why they refuse to buy into the model of 4-day work weeks. Plus, Damon and Matt offer something to their clients that other Advisors refuse to take part in. Finally, are you a rope dropper or a night owl?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton explain what it means when a client calls who feel their "needs" are not being met. What "needs" do they cover in financial planning? Plus, how you can respond to record setting inflation to limit the damage to your retirement portfolio.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton reflect on Tax Day 2022. While we are never out of Tax Season, they detail some of the things they learned and what we can take away from this year's tax changes. Plus, what exactly is a market "contraction" and will it hurt?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton detail why some retirees and pre-retirees are afraid of getting a second opinion. What is holding some back from getting a second look at their life's work. Plus, what we can learn about Legacy Planning from a NBA Hall of Fame Broadcaster.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss the importance of having a plan and why some adults are slow to get that plan in place. Plus, hidden fees can destroy a good portfolio, they offer some tips on how to recognize and eliminate unnecessary retirement plan fees.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton hear from a Hollywood star who's son is totally committed to the stock market and his investments. They discuss the pros and cons of having young children becoming too invested in stocks. Plus, Annuities are a great option for retirement income, but it's not for everyone. They detail who could benefit from a specific annuity.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode, Damon Roberts and Matt Deaton discuss the chance of the Fed raising interest rates from a quarter to a half point and how this flip flop could send the wrong message, leading to a possible recession. Plus, what is the 10 year rule and how could your inheritance be affected?
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode, Damon Roberts and Matt Deaton discuss how the Bob Ross and his happy little trees have cause a world of regret and frustration to his son because of the lack of proper estate planning. Plus, one little man learns the hard way that taxes are no fun. Damon and Matt offer some tax tips to help dry those tears.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss the anxiety some clients are feeling due to inflation and they offer tips how to limit the affects on your retirement plan. Plus, no need to cancel your vacation, there are ways to still enjoy your summer, despite $5 gas prices.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton and Damon Roberts discuss the 4% rule which was a 50/50 mix of stocks and bonds, where you could pull 4% out to live on and not run out of money over a 30-year retirement. Do they still use this method or is it outdated. Plus, are you a Henry? Should you be? Finally, is it time to get serious about a phased retirement?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss how $5 gas is affecting our daily purchasing power and offer tips on how to protect your money from rising inflation. Plus, what do increased interest rates mean for someone who is shopping for an annuity? Finally, we are happy to introduce our own Wiffle Ball Champion!
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton explains how a return to work after retirement doesn't have to be a bad thing and what steps you can take to make sure it's a smooth transition. Plus, how does the team at Acute Wealth Advisors plan for inflation when there is no handle on how high it will go?
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton details the Fed's interest rate hike and what it means to our portfolio. Could there be a positive to 7 possible hikes this year? Plus, what is the Markets reaction? Could it be a peek into if we are heading into a recession?
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton give an update on Crypto and if it's something you should take a peek at or let it be. Plus, there are wrong ways to plan for retirement. Damon and Matt break down some of the steps to avoid.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Gas prices, inflation, interest rates, our wallets are getting beat up. In this episode, Damon Roberts discusses how to take the emotions out of financial planning especially when there is so much we cannot control. Plus, for whatever reason, we are timid about asking potential advisors specific questions about their job. Here we put Damon on the hot seat with the questions we deserve answers to.
For more information about Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
This week Damon Roberts and Matt Deaton discuss their book and how you can get a free copy which leads into a detailed conversation about giving their clients the State of the Union treatment. Or maybe it should be the 16th hole at the Waste Management Tour treatment. Plus, Damon discusses why some adults are timid about calling a financial advisor for the first time.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
The headlines have been heavy the last few weeks with the news of Russia attacking on Ukraine. In this episode, Damon Roberts and Matt Deaton offer some perspective on the unrest and how it can, will and should affect your portfolio. Plus, should your age affect how you react to overseas hostility? Finally, they talk about the importance of building trust with an advisor.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Matt Deaton and Damon Roberts detail the importance of having multiple "buckets" in retirement, including a "streaming" bucket. Plus, what happens if you want to leave your kids a proper inheritance, but one is a total mess and you're concerned they will waste what is meant to be a legacy gift?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Inflation continues to dominate the headlines and in this episode, Damon Roberts and Matt Deaton detail some of the "ifs" that need to happen before soaring prices come back down. Plus, what are some of the options we have in combatting interest rate hikes? Finally, why is 130 degree heat in AZ so popular with retirees?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the new records being broken with inflation and how you can prepare for interest rate hikes that are sure to follow. Plus, how to take emotion out of a volatile market.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
The market continues to cause frustration for investors but there are ways to navigate it and help protect your portfolio. In this special episode Damon Roberts and Matt Deaton detail 3 ways you can help reduce risk while still having options for your retirement funds.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Luke Fedlam is a Sports Attorney who works with athletes from High School to College and the Pros and talks about being mentally tough. This inspires Damon Roberts and Matt Deaton to talk about some of the steps to becoming financially tough with your retirement plans. Plus, 2022 is an election year, should we be concerned about how the midterms will affect the markets?
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
One of the questions the market is struggling with is if the Fed will be able to tame inflation with multiple interest rate hikes. Damon Roberts and Matt Deaton detail if it's time to put portfolios in defense mode. Plus, what is the community most concerned about regarding the market volatility and how Acute Wealth calms those fears.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts has some thoughts on this years big game and why he's disappointed. Plus, we may not have $400 Million, but can learn a lot from Tom Brady when it comes to retirement plans and finally, inflation continues to challenge our portfolio, but how alarmed should we really be?
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
2022 has brought numerous changes to how we put a retirement strategy together and that includes another change to how and when you can withdraw from your Required Minimum Distributions. Plus, how you can help avoid some taxes when you give to a Qualified Charitable Distribution. Finally, we go in the way back machine and talk about a simpler time when the debt was only $1 Trillion.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
The market has been volatile over the last few weeks and people want to know if this is the ultimate correction we have been warned about or just a speed bump? Damon Roberts and Matt Deaton explain how the shaky market can actually be a good thing for your retirement plan. Plus, you hear the word Fiduciary when talking about retirement advisors, but what exactly does it mean?
For more information about Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Darius "Hootie" Rucker gives solid financial advice regarding making big financial decisions and when it's time to call an advisor. Plus, where do we stand with Cryptocurrency in 2022? Is it stronger than ever or still a risky stock? Finally, Damon Roberts explains why an Estate Plan is more important than just making a list of things to leave your family.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Nobody loves Mondays but a new study reveals that late in the weekend some adults get anxious over the start of a new work week. In this episode Damon Roberts and Matt Deaton detail how to curb fears in retirement planning and how a simple plan can ease the pain. Plus, we all want to retire, but has the team at Acute Wealth ever forced someone to retire?
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Is there a light at the end of the tunnel for COVID? Most believe that it will be here for a while but the concern now is how do we live with it and as Matt Deaton and Damon Roberts explain, how will this Endemic affect the markets moving forward? Plus, most adults expect lower taxes in retirement, but is that a smart way to prepare for your next step? Finally, this week we learn that regardless of how you come about money, the IRS want's their piece.
For more information on Acute Wealth or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Only 27% of adults truly understand how much they are paying in 401(k) fees. Damon Roberts and Matt Deaton detail how they help mitigate unknown fees in your portfolio. Plus, portfolio risk is up 25% over the last 2 years. Damon and Matt explain how to make your money last in retirement despite the risks that come with a volatile market.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton begin this episode explaining why both intimidation and procrastination are some of the main reasons adults are scared to call a financial advisor. Plus, how you can be frugal and live your life without cutbacks in retirement. Finally, we dive into the love/hate relationship with RMDs.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Matt Deaton and Damon Roberts remind you that in 2022 it's better to set a goal over a resolution. They add a few of their own personal goals for the audience going into the new year. Plus, what are people most concerned about in 2022? COVID? Inflation? Taxes? Damon and Matt talk about what the community remains on edge about regarding their financial security this year.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss the red-hot market, which has made a lot of stock portfolios look great compared to last year. They talk about the need to rebalance percentages in terms of stocks versus bonds. Plus, the pros and cons of a face to face vs virtual meeting.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss the volatility in the market and if a serious downturn could be on the way. Plus, the other hot topic continues to be inflation. Damon and Matt detail how rising cost of daily goods can affect your 401k and the steps you can take to limit the damage.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss your benchmarks. Most retirees use the market as how to judge their risk in a portfolio. Damon explains how we want the good, but not the bad so setting a benchmark should vary depending on the market. Plus, as we wrap 2021, what do you need to do now to prepare for 2022?
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
We often hear about the "4% Rule" regarding your investments, but the reality is there may not be an ideal number for how much you withdraw. Damon detials why that number should never be set in stone. Plus, what about your retirement age? Do you have an age or a specific amount saved for your "end date" in retirement. Damon and Matt discuss the pros an cons of having an end date.
For more information or to schedule a consultation with Acute Wealth Advisors call 480-680-6868 or online at www.successinthenewretirement.com
In this episode, Damon Roberts and Matt Deaton talk over the latest inflation trends and what adjustments you can (and should) make by then end of the year. Plus, is there an accurate "age" we should all plan to retire and what happens if you want to re-enter the work force after you retire.
For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss the financial numbers from online Holiday shopping and Cyber Monday and explain that despite what the headlines say, the economy is in a good spot. Plus, should we be more afraid of the new COVID strain or how the government reacts to it?
For more information on Acute Wealth Advisors call 480-680-6868 or visit www.successinthenewretirement.com
In this episode, Damon and Matt discuss the massive amount of cash about to flood the economy, in the form of inheritance. They offer some tips on how to handle life changing money. Plus, advice on End Of Year Checklists that could affect you well into the new year.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon Roberts and Matt Deaton discuss a new trend with Millennials where they ignore financial advice and put their money (and faith) into Crypto Currency. While there is a lot of risk in Crypto, there could also be some major benefits. Plus, details how to battle rising inflation, not just over the holidays, but as we prepare for tax season.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode, Damon and Matt discuss the return of a hot food item but some skeptics think this is an indicator of a Market downturn. They detail how to avoid the "fear based" investing headlines and instead, what you should be looking at. Plus, information on how to have the laziest thanksgiving ever.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon and Matt discuss if it's more beneficial to focus on your "End of Year Financial Planning" or if it's time to think forward into the next 6 months. Plus, something most advisors fail to do that drives Matt crazy. Also in this episode, inflation had its biggest surge in 30 years. What does that mean for your retirement plans and what's next?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
You can use an I-Bond to save in a low risk product that helps protect your savings from inflation and now have an interest rate of over 7%. In this episode Damon and Matt discuss the pros and cons of an I-Bond and if they could be beneficial to your portfolio.
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
There are a few steps you should take when choosing a financial advisor and unfortunately its easy to make mistakes. Damon and Matt detail some elements you need to look at before signing off on a financial planner. Plus, we should have an emergency fund while working, but what about in retirement? Should it be a separate fund or part of a retirement bucket?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon and Matt talk about a banker who spent 38 years in finances but admits he failed at his own retirement. They detail some of the errors he made and offer solutions to help you avoid the same mistakes.
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
Most adults admit they won't start their Christmas shopping until late November, but what about your end of year financial plans? Damon and Matt discuss the importance of an end of year checklist and what you need to focus on now and what can wait.
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
In this episode Damon and Matt update the pros and cons of Crypto. It's still a hot trend, but is it a worthy investment or a risky move? Plus, they detail some "life hacks" of a successful retirement plan.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon and Matt discuss a new trend some employers are offering to compliment an annuity. However, there are a few layers to see if it's right for everyone. Plus, the Social Security "COLA" benefits for 2022 will be a record high 5.9%. Damon and Matt explains this doesn't mean you will have extra cash flowing in, this means inflation isn't going anywhere.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
News from Washington about needing to raise the debt ceiling. The administration is saying if we don't raise the debt ceiling then interest rates could go up and social security benefits could be delayed. Is this a reality or just a political dance? Plus, we check our phone multiple times a day, should we check our financial accounts just as much?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon and Matt discuss the importance of being local and how it can make a difference in your retirement planning. Plus, we are in the 4th Quarter of the year is now the right time to take a deep look into your investments or should you wait until after the holidays?
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
In this episode Damon and Matt detail the steps you should take in a "shaky" market. Plus, when it comes to a 401k, most adults don't think they pay any fees. Sadly, you do and they discuss how to locate those hidden fees.
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
A special episode this week as we listen to Matt Deaton's conversation with NFL veterans Andre Reed and Michael Irvin from the Pump Brothers Foundation Charity Gala. They discuss motivation, what they like about the current NFL style, financial security and best advice they have received.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode Damon and Matt detail how you should be more comfortable spending your money in retirement. Plus, how a portfolio review can find the issues that you may never see and that includes tax strategies. They offer some tips on how even though taxes will go up in the future, you may still pay less in taxes even with an income of zero. There are options to use with your IRA and 401k in savings now that could directly affect your retirement needs.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
World Series Champion, All Star and Mets Hall of Famer Darryl Strawberry sat down with Matt Deaton to discuss an array of topics. Darryl details his upbringing and what lead him down a dark path, to finding trust and financial advice he offers younger players.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon Roberts sat down with BCS National Champion, All-American, NFL Rookie of the Year and 2x Pro Bowler Vince Young. They discuss trusting strangers with your money, which coach was the most influential and advice he gives young players.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
There are things we want and things we need. When you get to retirement, is it time to focus less on the things you want and more on the things you need? Matt details how you can continue to live the life you are accustomed to without cutting back in retirement. Plus, with the return of football how do you tailgate? Are you a park and walk in to the stadium fan or do you show up 8 hours early to tailgate? Either way, you are not alone.
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
Just in time for the return of football, Matt Deaton had the chance to talk with NFL legend Michael Irvin. They discuss getting motivated, advice for rookies and how trust plays a major factor in both sports and finance.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt try to give ideas about how to plan for a successful retirement, but sometimes we like to hear your thoughts. So, we hit the streets to ask listeners if they have a specific age in mind, as their goal for retiring. From there Matt details if we should have a goal of an age or target number in mind.
For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com
Live from the Pump Brothers Foundation Charity Gala, Damon had a chance to talk with First Take host Steven A. Smith. They discuss his beginnings, who he is most proud to know and how he remains financially humble. Plus, the money advice that he still uses daily.
Fore more information on the Pump Brothers dedication to cancer research visit www.haroldpumpfoundation.com
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt often talk about retirees biggest fear of not having enough or running out of money in retirement. So, what's the SECOND biggest fear they hear from clients? Plus, you have 4 options for your 401(k) when you leave a job. Damon and Matt detail the pros and cons of each.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt got a call from a radio listener who received an inheritance. She needed guidance on where to put this large lump sum because she didn't feel like a bank is safe. She was worried about someone hacking into her account. They detail if a bank is still a safe choice and other options if you get an inheritance. Plus, Congress is coming after your IRA's. Damon and Matt explain ways to get ahead of new taxes and how to contain Uncle Sam.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
On this episode Damon and Matt discuss how some people like to handle retirement planning on their own, but there needs to be a point where you become emotionally detached and let someone with an unbiased view step in. Also, when you do come in for an appointment, what happens? Damon and Matt detail the expectations from both parties on that first meeting.
For more information or to schedule a consultation, visit www.successinthenewretirement.com
25% of adults admit they are LOSING SLEEP over retirement fears. Damon and Matt help calm fears over retirement anxiety. Plus, the average age of a new client is rapidly changing with people getting educated about their finances at a younger age. What's causing the shift? Finally, is it already time to start thinking about 2022 taxes?! Yes. Yes it is.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Once again COVID is dominating the news cycle and people are concerned if we are about to suffer another lockdown or economic shift. Damon and Matt discuss how the markets have reacted so far and if it's time to make an emergency financial COVID plan. Plus, in retirement should we rely on benchmark goals? Or is it not fair to compare your success to someone else.
For more information or to schedule an appointment, visit www.successinthenewretirement.com
They call it the retirement “sweet spot.” Is the time after you retire but before you have to start taking RMDs. That’s when you have more flexibility to control your retirement taxes. Damon and Matt discuss some of the things we could do now that might also help us manage those tax obligations that come later. Plus, what time of the year is best to retire? Early? Summer? The holidays? Damon and Matt detail if there is a specific "time" that's beneficial to retire.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt work with many types of personalities and a lot of our listeners will probably fit into one of these categories. Are you the Gambler? The Ostrich? Maybe the Model Citizen?
If this is your personality and you want more information or to schedule a consultation with Acute Wealth Advisors, visit www.successinthenewretirement.com
Research shows that many retirees are spending a lot less than they could be. Some think it's because they are afraid to spend their nest egg, but living your best life in retirement should be the goal? Damon and Matt detail how to relax in retirement knowing you still have a paycheck coming in. Plus record low interest rates sound like a good thing, but are they hurting your retirement plans?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Feels like we spend every week talking about inflation and for the 4th month in a row, inflation continues to rise. Inflation affects our daily buying power but are we making a bigger deal about inflation that we should be? Plus, even if you are confident in your retirement plans, there are still benefits to having an advisor.
For more information on Acute Wealth Advisors or to Schedule an appointment, visit www.successinthenewretirement.com
What's on your mind? We ask Damon and Matt to detail why people are reaching out to Acute Wealth Advisors this week. Is it inflation? Taxes? Mid-year check ups? What's top of mind to the community? Plus, what's your financial personality? Are you the Victim? Or are you the Ostrich?
For more information on Acute Wealth Advisors or to schedule and appointment, visit www.successinthenewretirement.com
A new poll revealed the best and worst states to call home for retirement. The top 3 are not surprising but Matt Deaton disagrees with the bottom 5. Plus, why is Arizona a solid choice to call home in retirement. Also, Damon and Matt discuss the importance of a mid-year retirement check up and if they are necessary if you are happy with your portfolio.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
This week Damon and Matt discuss the first move you should make if you win the lottery or come into an inheritance. Plus, the one big part of coming into a lot cash that most people are not prepared for (and no, it's not the new family members just found).
Plus, what's a retirement check up? Is it like going to the doctor? Is it even necessary if you already have an advisor?
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
We've heard of a Financial Advisor. We've heard of a Retirement Advisor. Is there a difference? Should we look for one over the other and most importantly, which is better suited to prepare us for a successful retirement? Plus, why is it so hard to make that first call? Damon and Matt discuss what they hear from clients on why it's so difficult to reach out for that initial meeting.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
This week Damon and Matt discuss the reality that while most of us believe we are taking the right steps towards a happy retirement, there are still plenty of mistakes we can easily fix. They offer some of the simple steps you can take now to help secure a stress free retirement later.
For more information or to schedule a consultation with the team at Acute Wealth Advisors, visit www.successinthenewretirement.com
A Bloomberg survey reveals that a majority of millennials would quit a job if their employer would not consider work from home options. Most cite saving money on travel, childcare and being away from pets as the main reasoning for wanting to work from home. Damon and Matt discuss the pros and cons as a small business owner of having your staff in office vs. at home.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt discuss the direction an advisor needs to take when managing multi millionaires. They explain how someone making $100k is handled much the same way as the ultra rich. Matt talks about the process with the 1% is actually much harder not because of how much they have, but because how many people come looking for a handout. An athlete or celebrity needs more people to manage not just their money, but their emotions.
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
Coming off Fathers Day 2021 Damon and Matt discuss the advice they received growing up from Dad. Not just life advice, but what was the best financial advice they still use and pass on to their kids.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
A common income planning tool is to help "replace your paycheck in retirement!" But is that honestly possible? Damon and Matt detail how yes it can be done and they offer tips on how you can start the process now. Plus, the biggest fear in retirement is running out of money. What about retirees not spending enough and having too much money in retirement? Damon and Matt explain why it's more common than you may think.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
The Biden Administration is proposing a new Capital Gains tax that could affect you before you can even do anything about it. Damon and Matt detail ways to prepare for all tax hikes not just now, but well into retirement. Plus, what is your financial behavior? Are you reacting or overreacting to tax issues in retirement? How can you spend now to save later? What about charities? Damon and Matt detail little moves you can make now to help later.
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
Healthcare and Long Term Care are not fun to think about when discussing your fun retirement plans. However, healthcare is often overlooked and many times is the biggest retirement expense. Damon and Matt detail the importance of having a healthcare plan in your retirement portfolio.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
This week Damon and Matt discuss the most commonly "Google'd" retirement questions. Some financial questions can easily be found online, but many need a deeper dive. That's why Damon and Matt like to remind clients that Google can't ask you questions back. That's why its important to talk to someone who knows the business.
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
This week Damon and Matt discuss the importance of married couples being on the same page financially. Most couples do not have the same goals and unfortunately money causes more divorces than anything else. Plus, what happens when you get a portfolio analysis from Damon and Matt.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Nationwide did a survey of those already in retirement to find out their biggest financial regrets. The most common answer is not "save more" or "spend more before retirement", the #1 answer is something you can fix TODAY.
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
Mike Canet from Pro Status Financial Advisors Group has a Master Degree in Taxation and joins Matt and Damon to discuss the new Biden tax plan. Needless to say, Mike is not a fan of what the proposed changes could mean to your retirement plans. They break down how "stepped up basis" will affect your Legacy Plan and if the promise that only high income earners will be affected the most is truthful or not.
For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com
President Biden planning another Trillion Dollar spending plan that eliminates Stepped Up Basis at death. Damon and Matt explain how this will impact anyone who has built wealth in non-qualified models or in real estate. Plus, how too many jobs and not enough employees is affecting inflation.
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
Cryptocurrency continues to be a hot topic with multiple investment opportunities. Damon and Matt define how the digital currency works and more importantly, is it worth a second look or is it just an extended hot trend?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Darius "Hootie" Rucker gives some personal advice on how he handles his finances. Damon and Matt discuss what we can learn from the country superstar plus, what homework do we need to have prepared before our first appointment.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
This week we define the financial roles in marriage. What should the husband be doing vs. what the wife should handle? Or, does it even matter as long as everybody is on the same page. Plus, if Damon or Matt were to give their younger self financial advice, what would it be?
For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
Damon and Matt discuss what age we are the happiest. It's easy to assume it's when we are kids with no worries, or college age with no real life stress yet. However, the age we are most content may surprise you.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt break down some of the big mistakes we make in retirement planning. Hint: Fees. We get dinged with numerous fees in our portfolio and it's something you can't eliminate completely, but there are strategies to cut your costs.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt discuss the biggest mistakes we make with our 401k's. They seem like a simple way to generate income for retirement but there are a few minor details that get over looked and will cost you in the long run.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
The national reaction to taxes is that throw our hands in the air because we don't think there is anything we can do. Most people are good about saving for retirement, but not prepared for the tax hit when you retire. However, if you understand the current tax plans there are opportunities to have a solid tax strategy. They discuss some options and how to plan for taxes now, not when you retire.
For more information about Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com
When Damon and Matt look at a new clients portfolio, one of the biggest shocks is finding out how much people pay in hidden fees. A small percentage here and there may not sound like much, but when you add it all together, you are paying tens of thousands of dollars in unnecessary fees. They discuss the best way to minimize fees while maximizing growth.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt discuss the fading world of Pensions and why you need to be prepared to make a move if you have one. They discuss the best option if your company offers a buyout but also why hanging on could be best for your retirement. Plus, why are pensions so rare and will the make a comeback?
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon and Matt discuss the ever changing tax laws and how you can pay less taxes even though they continue to rise. Plus, the importance of having a tax plan and why it may be more important than having an investing strategy.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss why having multiple retirement accounts is good for planning but could combining those into one large portfolio benefit the over all bigger picture? Is the key to retirement investing really diversification? Damon and Matt discuss the pros and cons on todays podcast.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the progression of doing your taxes. We started with help from our parents, then we got professional help, now as we reach a new bracket it may be time to begin a tax strategy. Plus, what happens when you combine taxes with a spouse and one passes away?
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
Damon Roberts and Matt Deaton discuss the upcoming tax increase and why one market strategist is calling it a colossal lie. They break down how this new tax will impact all income earners and not just the wealthy despite what the Biden Administration have stated.
For more information on Acute Wealth Advisors or to schedule and appointment, visit www.successinthenewretirement.com