Success in the New Retirement

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   See om...

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   See omnystudio.com/list...

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. ...

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 Acut...

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...

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 consultatio...

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 c...

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   See omnystudio.com/listener for privacy information.

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.successinthenewretire...

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 Ac...

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...

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 v...

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 info...

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...

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...

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 Adviso...

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 o...

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 schedul...

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 4...

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 A...

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 ww...

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...

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 consultati...

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 informa...

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 ww...