Best Investmentservices Podcasts (2024)

1
Embracing Your Inner Tightwad 9:11

1h ago9:11

9:11

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.By Damon Roberts, Matt Deaton

1
3 Legs to a Full Financial Plan 18:56

7h ago18:56

18:56

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.By Damon Roberts, Matt Deaton

1
The Surprising Expense of Taxes in Retirement 9:47

8d ago9:47

9:47

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 Rot…

1
Navigating Investment Strategies in a 401(k) 19:16

4d ago19:16

19:16

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 …

1
4th of July and Supporting Small Businesses 11:22

23d ago11:22

11:22

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 f…

1
The Impact of Inflation on Everyday Expenses 11:35

30d ago11:35

11:35

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 account…

1
Maximizing Assets and Income Strategies in Retirement 14:38

1M ago14:38

14:38

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 hav…

1
The Dangers of Chasing Returns in Retirement 15:44

1M ago15:44

15:44

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 …

1
Navigating Market Trends and Portfolio Adjustments 20:32

2M ago20:32

20:32

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 o…

1
The Silent Killer: Fees in Retirement Plans 10:45

2M ago10:45

10:45

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 ca…

1
Underestimating Your Income Needs in Retirement 10:50

2M ago10:50

10:50

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 inf…

1
Where to Run When the Headlines Get Too Heavy 14:30

2M ago14:30

14:30

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 …

1
Losing Confidence While Building Retirement Income 11:19

3M ago11:19

11:19

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.By Damon Roberts, Matt Deaton

1
Breaking Down the First Meeting 9:35

3M ago9:35

9:35

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 …

1
Finding a Sweet Spot in Your Tax Strategy 15:23

3M ago15:23

15:23

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/listene…

1
Opportunities From High Inflation 17:16

3M ago17:16

17:16

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 informa…

1
Is a ROTH IRA the Smart Play? 18:51

4M ago18:51

18:51

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.By Damon Roberts, Matt Deaton

1
Is Now The Time to Get Risky In Retirement? 11:46

4M ago11:46

11:46

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/…

1
Three Pillars of a Proper Retirement Plan 21:31

4M ago21:31

21:31

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.…

1
Knowing Your Budget in Retirement 10:16

4M ago10:16

10:16

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.…

1
Spring Cleaning Your Retirement Tax Strategy 10:06

4M ago10:06

10:06

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.…

1
Acute Wealth Takes Over Nashville With George Birge 7:54

4M ago7:54

7:54

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 informatio…

1
Retiring on $1M or Less 11:00

5M ago11:00

11:00

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.By Damon Roberts, Matt Deaton

1
Tax Scams Targeting Your Retirement Plan 21:03

5M ago21:03

21:03

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/li…

1
Can You Retire With Less Than $5 Million? 13:47

5M ago13:47

13:47

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/…

1
Updating Your ROTH Strategy 11:12

5M ago11:12

11:12

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…

1
Do You Need One More Year to Retire? 16:20

6M ago16:20

16:20

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 info…

1
Is the Risk Worth the Reward in Retirement? 16:36

6M ago16:36

16:36

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…

1
Hot Dogging Your Retirement 17:54

6M ago17:54

17:54

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.successinthenewr…

1
Why We Don't Seek Retirement Help: Unveiling the Truth 17:53

6M ago17:53

17:53

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…

1
Setting Financial Goals, Not Resolutions 15:04

7M ago15:04

15:04

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/lis…

1
Preparing for the Expiring Trump Tax Cuts 11:30

7M ago11:30

11:30

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.By Damon Roberts, Matt Deaton

1
Updates to Your 401k Strategy 20:01

8M ago20:01

20:01

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.…

1
Love/Hate Relationship with Annuities 8:13

8M ago8:13

8:13

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.…

1
Political Side of Investing 11:43

8M ago11:43

11:43

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 in…

1
What to Expect in the First Appointment 11:24

8M ago11:24

11:24

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.ssuccessinthene…

1
Stop Fudging the Retirement Numbers!! 18:18

8M ago18:18

18:18

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 infor…

1
Your Money Lost & Found 16:17

8M ago16:17

16:17

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 Se…

1
Do This Before the End of 2023 9:07

9M ago9:07

9:07

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.…

1
49% of Adults Must Be Confused About Taxes 18:13

9M ago18:13

18:13

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 S…

1
Three Pillars of a Proper Financial Plan 16:41

9M ago16:41

16:41

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.By Damon Roberts, Matt Deaton

1
Damon Roberts Conversation with Dr. Roger Ibbotson 12:03

9M ago12:03

12:03

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.succe…

1
A "Swift" Tax Strategy 17:38

10M ago17:38

17:38

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.…

1
Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson 12:35

10M ago12:35

12:35

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…

1
087: Inflation, Deflation and Overspending: What's Next? 20:21

10M ago20:21

20:21

The more things change, the more they stay the same. We’re still dealing with high inflation and interest rates and the silent recession continues with the average household still feeling the pinch at the grocery stores and gas pumps. And now, the Federal Government says that we’re in a deflationary period while adding $1 trillion to the national d…

1
Tax Advantages of ROTH IRA 11:13

10M ago11:13

11:13

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.…

1
086: The Silent Recession 23:19

10M ago23:19

23:19

With 30-year mortgage rates at 7.5%, inflation continuing to impact our spending power, and gas pushing almost $4 a gallon, we’re seeing higher bankruptcy rates and hearing talk of a lost decade. So what do we do to keep our financial plan as healthy as possible? In today’s episode, we’re talking about what’s going on in America–and the silent rece…

1
Learn a root cause of inflation and when to [never] rely on TikTok for retirement advice 19:10

10M ago19:10

19:10

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…

1
Only 35% of Adults Get "This" Right 17:07

11M ago17:07

17:07

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 consul…

1
Voting With Your Wallet 11:00

11M ago11:00

11:00

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 See omnystudio.com/listener for pr…

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