Success in the New Retirement

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  See omnystudio.com/listener for privacy information...

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   See o...

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  See omnystudio.com/listener for privacy information.

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   See omnystudio.com/listener for privacy...

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   See omnystudio.com/listener for privacy information.

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. ...

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 Adv...

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.successinthen...

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   See omnystudio.com/listener for privacy information.

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.succes...

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.successinthenewretire...

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     See omnystud...

Matt Deaton and Damon Roberts detail a proposed tax change that will affect more than high income earners. President Biden said the new tax would only be for those who make more than $400,000 a year, but Matt and Damon explain that it will trickle down to every income earner. Plus, small businesses will also get hit harder than major corporations.  For more information on Acute Wealth Advisors or...

Matt Deaton and Damon Roberts discuss why COVID could delay your retirement plans by up to 2 years. However, they detail how the pandemic could create unexpected additional savings in your portfolio.  For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

There is a difference and it can be confusing. Here is a quick clip from Matt and Damon on the difference between a ROTH Contribution and a ROTH Conversion and why you need to be careful.  For more information or to set up a consultation, visit www.successinthenewretirement.com     See omnystudio.com/listener for privacy information.

We have a lot to unpack in this weeks show starting with a possible price hike on the everyday items like groceries, clothes and household bills. Is this the new normal as we emerge from the COVID shutdown? Plus, Matt explains the reality behind rising gas prices and if it's just politics or economics.  For more information or to set up an consultation, visit www.successinthenewretirement.com   Se...

Receiving an inheritance can be emotionally overwhelming. It's a great way to honor a loved one, but what should you do when you get a substantial check? This week Matt and Damon discuss the first steps you should take with an inheritance and why you should hold off on immediately getting a new car. Plus, they break down the differences between Estate and Legacy planning.  For more information abo...

This week Damon and Matt discuss the proposed "wealth tax" and while the claim is it will only affect the top 1%, the reality is that everyone will get hit, regardless of your income level. Also, the Fed isn't concerned about inflation, but they should be. With a new stimulus package and the country recovering from COVID, inflation rates could be on the rise sooner than later.   See omnystudio.com...

This week we spend some time getting to know more about Damon, Matt and the team from Acute Wealth Advisors. What they specalize in, what their goals are and the things we learn from our Grandparents regarding financial confidence.  Plus, what's the biggest concern in retirement planning and why we should stop comparing financial advisors to doctors appointments.   See omnystudio.com/listener for...

This week Damon and Matt discus real estate trends which include couples buying a hew home without stepping foot inside first. Is this acceptable in retirement planning or is it just the new normal. Plus why advisors are like "caddies" for your finances and why you should be more confident in your game of retirement.  See omnystudio.com/listener for privacy information.

This week Damon and Matt break down the difference between Tax Planning vs. Tax Preparation. Plus, the good and bad of using a robo tax consultant. Also, if you have received an inheritance, what's the best way to help it grow; sit on it or invest it.  See omnystudio.com/listener for privacy information.

This week Damon and Matt break down what happened to the Game Stop stock and how this trend can easily affect your retirement. Plus, they explain how President Biden's proposal on Capital Gains tax will affect your portfolio and detail how you can get ahead of it.   See omnystudio.com/listener for privacy information.

This week Damon and Matt discuss how the Biden administration plans to regulate the financial service industry, plus should we be concerned with rising inflation and they discuss the difference between a "financial advisor" and a "retirement financial advisor".   See omnystudio.com/listener for privacy information.

This week Matt and Damon discuss the Biden administration and how it will affect the markets. Plus, Congress is set to add another tax on your retirement. Matt and Damon have tips on how you can protect what you have saved from the Government.  See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton talk about what your financial goals should be for 2021 and how a Biden Administration will affect your taxes.  See omnystudio.com/listener for privacy information.