Success in the New Retirement

Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton detail ways to update your 401k plan and why you need to "spend down" your 401k. Plus, how NOT to pay for Holiday shopping.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton talk about the popularity of annuities but why so many advisors refuse to make them part if a retirement 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.

Damon Roberts and Matt Deaton explain the importance of not letting the emotions of elections get in the way of your retirement plans. Plus, what affect do politicians really have on 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.

Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment.  For more information or to schedule a consultation call 480-680-6868 or visit www.ssuccessinthenewretirement.com See omnystudio.com/listener for p...

Damon Roberts and Matt Deaton explain how the latest inflation numbers don't mean much when the powers that be keep moving the goal posts. Plus, why now is the right time to update your QCDs.  For more information or to schedule a consultation call 480-680-6868 or visit www.ssuccessinthenewretirement.com See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton detail potential lost accounts full of your money that's collecting dust when it should be complimenting your income plan. Plus, why adults need to look at their RMD's and QCD's before the end of the year.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy informati...

Damon Roberts and Matt Deaton help you check items off your end of year "financial check list." Plus, the power of a ROTH and ROTH IRA and why more adults don't take advantage of it. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

51% of adults think they pay too much in taxes, which is unfair (it should be 100%). Damon Roberts and Matt Deaton discuss the importance of having a proper tax strategy because the current tax rates are about a low as we will ever see.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com    See omnystudio.com/listener for privacy informa...

Damon Roberts details the importance of having 3 pillars to any financial plan: protection, income 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.

Damon had the opportunity to sit with Dr. Roger Ibbotson, professor of finance at Yale University. They discussed the current market, trends and who he turns to for advice. Plus, speaking of education, why we should be terrified of the next generation of leaders.  For more information or to schedule a consultaion call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/lis...

Damon Roberts and Matt Deaton explain how Taylor Swift does more to teach our kids about taxes than most schools do. Plus, some argue maximizing your 401k is optimal but is it smart?  For more information or to shedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com    See omnystudio.com/listener for privacy information.

Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how to prepare for upcoming tax changes.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit  www.su...

Damon Roberts and Matt Deaton detail the benefits of a ROTH IRA in a retirement plan. Plus, what most adults wish they would have been taught in school regarding their finances.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Matt Deaton explains why the CPI is up again and what is causing "sticky" inflation. Plus, we find Fanancial Advice on Tik Tock and determine if it's a good take or social media garbage.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to retirement? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthe...

With the 2024 bid for the White House in full swing, Damon Roberts and Matt Deaton detail what history shows us happens to the market in an election year. Plus, is now a good time for a market pullback? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

The Great Wealth Transfer is coming but are Gen X and the Millennials ready? Plus, what are some of the biggest regrets adults have 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.

Damon Roberts and Matt Deaton detail how Boomers are getting left behind at an alarming rate in their retirement plans. Plus, what "bucket" Heisman winning QB Tim Tebow thinks is most important. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com    See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton discuss the proper way to plan for a bucket list trip to Disney or on a cruise (or in Matt's case, to see U2). Plus, the major mistakes to avoid in your 401k strategy.  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.

Damon Roberts and Matt Deaton discuss how the US debt being downgraded will affect our bottom line and one billionaire offers questionable advice on how to be "rich."  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton discuss how to determine the size of your paycheck in retirement and what financial struggle is causing adults to lose sleep at night.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton detail the power of an annuity and why some retirement savers run from them. Plus, popular options to build growth within a 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.

Matt Deaton and Damon Roberts explain why some adults get lazy in the summer with their finances and the importance behind a mid-year portfolio review. Plus, if the CPI is down, why are interest rates going up? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Detaon detail the biggest needs that get overlooked by advisors and what steps Acute Wealth take to make sure your needs are met. Plus, is there such thing as "too much" communication? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.