Success in the New Retirement

Matt Deaton and Damon Roberts discuss their 2023 outlook and if we should continue to be in protection mode due to a volatile market or if we can take a little more risk. Plus, what can we expect from the SECURE ACT 2.0 and how will it affect our retirement planning. Finally, understanding and more importantly recognizing fees in retirement plans.  For more information on Acute Wealth Advisors or...

Damon Roberts and Matt Deaton recap a rough 2022 in the market and more importantly, what lessons we can learn from it. Plus, should we be making "Retirement Resolutions" into the new year and finally, is the bottom coming to the market? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omny...

Damon Roberts and Matt Deaton talk about "speculation" and how it should not be a word used when making a retirement plan. Plus, is the 4% rule still a valuable asset or are there better options? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener for privacy informatio...

Damon Roberts and Matt Deaton talk you through a forced retirement and why it may not be all bad, but what you need to do first to protect your assets. Plus, is it possible to be over diversified in your portfolio? 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 inform...

Damon Roberts and Matt Deaton discuss the latest CPI number and how this will affect the talk of a recession in 2023. Plus, after a rough year, are bonds finally making a comeback and finally, one analyst is already stressing about 2024! Too soon or valid points? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthene...

Damon Roberts and Matt Deaton discuss why some talking heads think the 2023 market will be better than we have seen while others say we need to prepare for a major recession. Plus, the mistakes we make when overlooking a proper tax 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...

Damon Roberts details some adjustments you may need to make as we prepare to flip the calendar to 2023 and how Tax Loss Harvesting could benefit your portfolio. Also, Damon clears up some confusion with a ROTH 401k and a ROTH IRA. Finally, the power of a 2nd opinion in the new year.  For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successi...

Matt Deaton details the advantages of having a smaller firm that serves the community without the clients getting lost in the shuffle. Plus, the latest CPI number is out, does it signal the beginning of the end of record high inflation? Finally, why a layoff could be the best retirement move you never wanted.  For more information on Acute Wealth Advisors or to schedule a complimentary consultatio...

Damon Roberts and Matt Deaton discuss the midterm elections and what we can expect from the changes in Washington. Plus, with big tech companies starting recession layoffs, what happens if you get a pink slip? Finally, how to protect your assets from the rising cost of inflation.  For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit...

Damon Roberts and Matt Deaton explain the conversations they have with clients who are anxious about opening statements in a down economy. Plus, some adults feel $1.2 Million is nowhere close to enough to retire comfortably, but it's less about money and more about a plan. Finally, why hiding cash is not a smart move when si many opportunities are still available.  For more informatoin on Acute We...

Damon Roberts and Matt Deaton discuss the current economic downturn and if it's safe to time the market recovery? Plus, Matt details the mental game we play when managing our retirement portfolio and how deep is this current recession and will it get much worse before getting better? For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visi...

Damon Roberts details the still record high inflation and if this is just the new normal for the foreseeable future and how we can protect our nest egg. Plus, the national debt is at a historic high, but if the government doesn't care, why should we? Finally, is it time to have a hard conversation about delaying your retirement because of the down economy? For more information on Acute Wealth Advi...

Matt Deaton details steps you can take to prepare for upcoming interest rate hikes announced by the Federal Reserve. Plus, what strategies you can take to help with changes to the ways you take RMD's.  For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com    See omnystudio.com/listener for privacy inf...

Matt Deaton talks about the new Debt Milestone and how it will affect your bottom line. Plus, a prime example of why sitting on your hands in this economy is a bad idea and finally, do the seasons affect your portfolio? For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudio.com/listener...

This week Matt Deaton discusses the importance of getting a second opinion and why some adults feel like it's wrong to ask for help. Also, more adults believe in UFO's than they do a Financial Advisor. What makes wealth management intimidating to some pre-retirees? For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or c...

We think of fall and gathering our Thanksgiving harvest, but what about harvesting your taxes? Damon Roberts explains how a tax harvest could help your portfolio. Plus, with the latest CPI still at record highs, what should you do now to benefit your bottom line and finally, what can we learn from Queen Elizabeth's Billions in assets? For more information on Acute Wealth Advisors or to schedule a...

In this episode Matt Deaton talks about the latest CPI numbers and how the 40 year high record inflation is affecting your bottom line. Plus, Matt offers some strategies to combat the continued inflation. Plus, with a recession, some companies lean on layoffs to curb budgets. So what happens if a pink slip is in your future. Is it actually a good thing? For more information on Acute Wealth Advisor...

Damon Roberts and Matt Deaton discuss the pros and cons of "test driving" your retirement and why it works for some adults, but not all. Plus, the importance of a 401k strategy and why "doing nothing" is the worst possible move. Finally, why your net worth is pretty much worthless, but that doesn't mean you should ignore your retirement income.  For more information on Acute Wealth or to schedule...

Damon Roberts and Matt Deaton detail the parts of your portfolio you need to look at as we transition from Summer into Fall. Plus, it's an election year, so how much do politics play into your retirement planning and finally, should you budget to live to 120!? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewre...

Damon Roberts and Matt Deaton discuss the economy and while we are technically in a recession, the economy is still solid. So, how will this affect your current portfolio? Plus, there are milestone birthdays and they offer suggestions as to where we need to be in retirement planning by certain ages. Finally, the difference between "play" buckets and "degenerate" buckets.   For more information on...

Damon Roberts and Matt Deaton discuss the latest CPI number and if it means we have seen the end of record high inflation. Plus, what flaw in a Target Date Fund could derail your 401k? Finally, if 37 is the new middle age, what should you be doing at 50?  For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirem...

Damon Roberts calls out "experts" who tell you to "hang in there" during a down market with better advice on protecting your portfolio. Plus, the new CPI is out and it hasn't moved, so is that good news for inflation? What about the Inflation Reduction Act? What affects will it have on our portfolio? For more information on Acute Wealth Advisors or to schedule your complimentary consultation, call...

In this episode Matt Deaton talks about the current recession and if the worst is yet to come with the economy. Plus, what happens if you received a large inheritance, how do you protect your family and your assets. Plus, what is the "gut feeling" regarding the market and if/when we will rebound? For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680...

Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable.  For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See omnystudi...

In this episode, Damon Roberts and Matt Deaton talk about Van Halen lead singer Sammy Hagar who is happier now than ever before because of his post music income streams. Plus, we hear Damon's conversation with Hagar where they discuss music, touring and financial freedom.  For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement....