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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 ...
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Sociable Scribes is a weekly podcast hosted by writer & publisher Kim Eley and writer and content marketer, Nakita Rowell-Stevens. Together, they share their expertise on navigating the complex world of publishing and book writing. Their fun wit and humor make this an enjoyable podcast to tune into while learning key tips to improve your writing habits and get published.
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The Value of Working with a Financial Advisor
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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. Th…
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The Role of Emotions in Financial Decision-Making
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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 …
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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
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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
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The Surprising Expense of Taxes in Retirement
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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…
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Navigating Investment Strategies in a 401(k)
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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 …
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4th of July and Supporting Small Businesses
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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…
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The Impact of Inflation on Everyday Expenses
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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…
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Maximizing Assets and Income Strategies in Retirement
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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…
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The Dangers of Chasing Returns in Retirement
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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 …
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Navigating Market Trends and Portfolio Adjustments
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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…
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The Silent Killer: Fees in Retirement Plans
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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…
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Underestimating Your Income Needs in Retirement
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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…
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Where to Run When the Headlines Get Too Heavy
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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 …
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Losing Confidence While Building Retirement Income
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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
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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 …
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Finding a Sweet Spot in Your Tax Strategy
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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…
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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…
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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
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Is Now The Time to Get Risky In Retirement?
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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/…
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Three Pillars of a Proper Retirement Plan
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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.…
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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.…
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Spring Cleaning Your Retirement Tax Strategy
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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.…
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Acute Wealth Takes Over Nashville With George Birge
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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…
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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
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