Success in the New Retirement

Damon Roberts details what adults really want in a retirement plan. Is it safety? Protection? Income? FREEDOM?! Or all of the above and most important, how do you secure those needs in a plan.  For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com or call 480-680-6868.  See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton detail the misconceptions about annuities and more importantly how they could benefit your retirement portfolio.  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 break down what adults approaching or in retirement really want. Protection? Growth? Income? All 3? We analyzie what the community is looking for in 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 detail some of the strategies needed for a proper tax strategy and why all plans are not the same.  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 details the steps they take to help build confidence in a retirement plan.  To schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton explain that snooping around is perfectly acceptable, when vetting a new financial advisor.  For more information or to schedule a consultation with Acute Wealth Advisors call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton details the 3 Legs to a Solid Financial Plan. How protection, growth and income can help your retirement portfolio.  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 what's missing from most DIY plans they see and also this week, they cover the latest inflation numbers and what it means for a recession.    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

With Mothers Day Behind us, Damon Roberts and Matt Deaton discuss the challenges women face in retirement planning and more importantly, the solutions they offer.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy information.

Lainey Wilson is a rising country singer/songwriter and also appears on the hit show Yellowstone. We hear from Wilson about the importance of trust and Damon Roberts and Matt Deaton explain why trust is the first and most important step in creating a plan.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener...

Damon Roberts and Matt Deaton explain the power and importance of getting a second opinion when you feel like your needs are not being met by a current advisor. Plus, the pros and cons of using your 401k for emergencies.  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 details the advice he offers the nervous investor who feels like the market is working aganist their retirement plans and how a small tweak to a plan can make all the difference. Plus, an inside look at what the first consultation with Acute Wealth looks like.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com  See omnystud...

Matt Deaton details how to have a better tax strategy and why Tax Freedom Day is more annoying than anything else. Plus, Vegas is the king of fees, but those unsuspecting fees can not only damage your vacation, it can hurt your portfolio too. Finally, lets meet the team from Acute Wealth Advisors.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewret...

Damon Roberts and Matt Deaton react to the latest inflation numbers and if this is a good sign that the Feds attempt to cool the CPI is working. Plus, the dangers of trying to time the market and advice to the nervous investor.  For more information on Acute Wealth or to schedule a consultation, call 480-680--6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy...

Damon Roberts and Matt Deaton discuss the importance of being diversified in your portfolio and how the changes to Social Security will affect your retirement planning. Plus, how much is too much when it comes to meeting with the team at Acute Wealth.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for p...

Damon Roberts and Matt Deaton discuss the misconceptions of what they really do for the community and how their job is not to make you rich, but build sustainable income in retirement. Plus, why you need to stop listening to your family, they are giving you bad advice.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretire...

Damon Roberts details his response when someone wants to get out of the market because of the continued volatility. Plus, how the convenience of sports betting could affect more than your budget. Also, what is keeping over half of all retirees up at night and finally, grab your tin foil hat because we are bringing conspiracy theories.  For more information on Acute Wealth Advisors or to schedule a...

Matt Deaton details what lead to the SVB collapse and what mistakes could have been avoided. Plus, how this could affect your retirement savings and what opportunities are available to protect your assets.  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 break through the noise and clutter that fills the financial headlines and how the team at Acute Wealth keeps you informed and updated. Plus, how the new MLB rule changes can affect your portfolio and using the power of patience to your advantage.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretireme...

Damon Roberts explains if it's smart to stick to your long-term plans or make adjustments due to the volatile market. Plus, expectations in a first consultation and what we can learn from pop star Justin Bieber.  For more information or to schedule a consultation visit www.successinthenewretirement.com or call 480-680-6868.  See omnystudio.com/listener for privacy information.

Damon Roberts and Matt Deaton discuss how to calm one of the biggest fears adults have as they approach retirement. Plus, how much should you expect from a "retirement" paycheck? Finally, the importance of having couples on the same page and why Acute Wealth is different.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthenewret...

Damon Roberts and Matt Deaton update on their new opinions on where we stand in preparation for a recession. Plus, the importance of a tax strategy and uncomfortable conversations to have with your adult kids. Finally, what can the team at Acute Wealth Advisors do that 90% of other advisors can't? We explain.. For more information or to schedule a consultation, call 480-680-6868 or visit www.succe...

Damon Roberts and Matt Deaton discuss Tom Brady's retirement (for real this time) and what we can learn from it. Plus, the Fed raised interest rates (again), so what does that mean to our purchasing power? Finally, annuities were popular in 2022, will they remain solid in 2023? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www...

Matt Deaton explains how there could be opportunities in a down market that you may not have heard of. Plus, how to handle an inheritance if you don't want your kids to become entitled. Finally, what can we learn about retirement planning from a gas station? For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretir...

Damon Roberts and Matt Deaton detail the latest CPI number and if will lead to a recession. Plus, how the 2022 market has caused anxiety for some adults planning for retirement and finally, should we buckle up for a 2-3 year recovery in the market? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, visit www.successinthenewretirement.com or call 480-680-6868...