Success in the New Retirement

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    See omnystud...

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 A...

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.succe...

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 Wealt...

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   See omnystudio.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...

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   See omnystudio.com/listener for privacy information.

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   See omnystudio.com/listener for...

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   See omnystudio.com/listener for privacy information.

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 Ac...

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 t...

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   See omnystudio.com/listener for privacy information.

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.successinthenewretirem...

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 sa...

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   See omnystudio.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...

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, vis...

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   See omnystudio.com/listener for priva...

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 t...

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   See omnystudio.com/listener for privacy information.

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...

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 Acu...

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.c...