Damon Roberts, Matt Deaton

Success in the New Retirement

Business EN ↓ 369 episodes

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://bit.ly/2ZA7htyFacebook: http://bit.ly/31LRNofLinkedIn: http://bit.ly/2Y3OBSG

Author

Damon Roberts, Matt Deaton

Category

Business

Latest episode

Jul 7, 2026

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Episodes

Key #4: Fees Really Do Matter (Part 1) 12.02.2020

You might know what you pay every month for your smart phone or Netflix, but do you know what you’re paying for your investments or your 401(k)? Yes, there’s a fee for that! This week, Damon & Matt break down Key #4 from their book, “Success in the New Retirement,” and explain why fees really do matter. Get your free chapter of the book or drop us an e-mail with your questions at   http://successi...

Planning for a Long Retirement with Pro Football Hall-of-famer Tim Brown 30.01.2020

Tim Brown never set out to be a Heisman trophy-winning wide receiver or a pro football hall-of-famer, but he achieved it anyway! This week, he shares what his life is like in retirement, plus the interesting story of how he purchased his first car using only the cover of Sports Illustrated! Damon & Matt also discuss the challenges of pro athletes & average retirees in planning for an extra long re...

Financial Lessons with Shaq 16.01.2020

We’ve all heard the horror stories of pro athletes with multi-million dollar paychecks going broke, but retired NBA superstar Shaquille O’Neal had some early lessons on how to set aside enough money to help him create a paycheck for life. Check out Matt’s red carpet interview with the basketball giant – and find out which lessons you can apply to your own retirement strategy. Drop us an e-mail wit...

Goal-Setting for a New Year & New Decade 01.01.2020

Ready to make some New Year’s resolutions? Making them is easy, but sometimes the follow-through is painful. Damon & Matt share their thoughts on how to push through that pain, along with some inspiration from retired Navy Seal and ultramarathon runner & triathlete David Goggins. Get your free chapter of “Success in the New Retirement,” or drop us an e-mail with your questions at   http://successi...

Giving Back with NFL Great Anthony Munoz 24.12.2019

As you celebrate the holidays and consider ways to give back, we have some inspiration for you this week from retired NFL great Anthony Munoz. Get your free chapter of “Success in the New Retirement,” or drop us an e-mail with your questions at   http://successinthenewretirement.com . Be sure to follow us on social media! Acute Wealth Blog:  http://bit.ly/2ZA7hty Facebook:  http://bit.ly/31LRNof L...

Key #3: Don’t Lose It in the First Place 16.12.2019

Warren Buffett’s #1 rule of investing: Never lose money. Rule #2? Never forget rule #1! This week, Damon & Matt discuss why those rules are even more critical if you’re close to retirement – or already retired. Get your free chapter of “Success in the New Retirement,” or drop us an e-mail with your questions at   http://successinthenewretirement.com . Be sure to follow us on social media! Acute We...

Stage of Life Investing: The Truth About Target Date Funds 26.11.2019

If there was an “easy button” for retirement savers, it would probably point you to target date funds within your 401(k). But what do you really get out of them? This week, Damon & Matt discuss the pros & cons. Get your free chapter of “Success in the New Retirement,” or drop us an e-mail with your questions at http://successinthenewretirement.com . Be sure follow us on social media! Acute Wealth...

Key #2: Stage of Life Investing (Part 2 – Distribution) 19.11.2019

This week, our discussion continues on stage of life investing. When you move into retirement, you move into the distribution stage. But how do you balance withdrawals from your retirement accounts with making sure your money lasts? Plus, a reminder on finding your purpose at any stage of life from Pro Football Hall of Famer Michael Irvin. Find more at http://successinthenewretirement.com . Be sur...

Key #2: Stage of Life Investing (Part 1 – Accumulation & Preservation) 30.10.2019

Investing in your 20’s and 30’s is much different than your 50’s and 60’s. This week, Damon & Matt break down key #2 to a successful retirement – stage of life investing. Understanding the accumulation and preservation phases are crucial when it comes to growing and protecting your wealth. Listen for tips you can apply to your early saving and investing years, including a lesson from Damon’s 10-ye...

Building a Knockout Retirement with Evander Holyfield & Sugar Ray Leonard 07.10.2019

If you collected a multi-million dollar paycheck, what would you buy? You might be surprised by the answers Evander Holyfield & Sugar Ray Leonard gave us about how they spent their first big boxing purse! Damon & Matt also quiz the boxers about the best lessons they’ve learned about life & investing. Find out more at  http://successinthenewretirement.com . Be sure follow us on social media! Acute ...

Building a Knockout Retirement With Mike Tyson & Buster Douglas 25.09.2019

What can boxing’s bad boy – and the underdog who knocked him out – teach us about retirement? Mike Tyson & Buster Douglas join Damon & Matt on this week’s episode to talk about their approach to money and how they found new passions after stepping out of the ring for good. See omnystudio.com/listener for privacy information.

From Cowboys to Successful Retirees: Michael Irvin & Emmitt Smith 16.09.2019

Football season is back! And even if your favorite team isn’t the Dallas Cowboys, you probably enjoyed watching Michael Irvin & Emmitt Smith as they played the game in their prime. Today, they’re enjoying success in retirement, and now they’re sharing what they’ve learned with Damon & Matt. Find out more at http://successinthenewretirement.com . Be sure to follow us on social media! Acute Wealth B...

The Everesting Series: Conquering the Mountain (Part 5) 02.09.2019

Whether you’re scaling a mountain or trying to reach your retirement goals, no one said it would be easy! This week, Matt details his Everesting journey…from the inspirational start to the grueling final summits. And he explains how the right support can help you get to your finish line. Find more at  http://successinthenewretirement.com . Be sure follow us on social media! Acute Wealth Blog:  htt...

The Everesting Series: Matt's Finish Line Check-in (Part 4) 26.08.2019

Matt just completed the biggest physical challenge of his life - Everesting 29029! He checks in from the finish line.  See omnystudio.com/listener for privacy information.

The Everesting Series: Facing Your Fears (Part 3) 19.08.2019

The 29029 Everesting Challenge is almost here, so Matt heads to Utah to face his fears. First, he tackles a trail with his family before climbing the actual mountain he’ll have to conquer in Snowbasin, Utah. Then he returns home for a marathon session on the treadmill to test his readiness. Ready to test your retirement readiness? Find out more at   http://successinthenewretirement.com .   Be sure...

The Everesting Series: Camelback Mountain (Part 2) 12.08.2019

As Matt continues his training for the 29029 Everesting Challenge in Utah, he’s testing himself on Camelback Mountain in Phoenix this week. And just like getting to retirement, this is no easy climb! Matt explains the challenges of the hike with his wife Katie, plus the ways you can help successfully navigate the same kinds of challenges in retirement.  Find more at  http://successinthenewretireme...

The Everesting Series: The Training (Part 1) 05.08.2019

Matt’s about to take on the biggest physical challenge of his life – scaling the height of Mount Everest in just 36 hours! This week, Matt takes us through his training for the 29029 Everesting Challenge in Utah, and how the same principles apply to financial planning. Plus, we’ll hear how he’s managing to embarrass his kids during the training! See omnystudio.com/listener for privacy information.

Key #1: Diversification vs. Correlation 29.07.2019

Who’s the best quarterback of all time? Tom Brady? Peyton Manning? Joe Montana? You could have a team full of the greatest quarterbacks, but still not win the game. This week, Damon & Matt get out the white board and discuss why it’s the same with your portfolio players too – and why diversification and correlation are a big key to navigating the new retirement! Find more at http://successinthenew...

Get to Know Matt & Damon (Not to be confused with Matt Damon!) 15.07.2019

If you expected the actor, this is going to turn out like every episode of Jimmy Kimmel. He’s a no show. Instead, you’ll hear Matt Deaton & Damon Roberts explain how being a financial advisor and helping today’s baby boomers is just as entertaining as Jason Bourne – at least to them. Plus, Damon shares his interview with Red Rocker Sammy Hagar (who doesn’t even believe in the word retirement!).   ...

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