Success in the New Retirement

In this episode Damon Roberts and Matt Deaton detail how to safeguard your portfolio so the damage from record high inflation is limited. Plus, Matt explains how/when he thinks some of these high prices will begin to drop and why. Finally, would an I-Bond be a good option in a down market? For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successin...

In this episode Damon Roberts and Matt Deaton explain why it's ok to snoop around and vet Acute Wealth Advisors, as a matter of fact, they appreciate you snooping. Plus, we hear the word "fiduciary" a lot when talking about wealth management, but what exactly does it mean? Plus, what's the most common question Damon and Matt get from pre-retirees.  For more information on Acute Wealth Advisors or...

In this episode Damon Roberts explains if a "mild" recession should be cause for concern and how it could affect your portfolio. Plus, we know the joys of an early retirement, but what about the risks? Finally, what happens if you decide retirement is not all it's cracked up to be and you want to go back to work? Are there steps that won't cause too much damage to your portfolio? For more informat...

In this episode, Matt Deaton explains why he thinks we may be safe from a recession this year, but next year will be a different story. With that, he talks about some ways to prepare for a possible recession through planning and I-Bonds. Plus, the importance of a 2nd opinion and why the LIV tournament is good for golf.  For more information on Acute Wealth Advisors or to schedule a complimentary c...

In this episode Damon Roberts and Matt Deaton detail how to find perspective when it feels like things are out of control. The market is down, inflation is up, gas prices continue to rise, so how do we control our emotions and not panic when things feel chaotic. Plus, Damon explains that it's ok to get a second opinion and if your current advisor has not reached out during volatile times, then it...

In this episode Damon Roberts and Matt Deaton answer the questions you should be asking your financial advisor. What are their goals? What is the business model at Acute Wealth? What are the expectations for their clients? These are some of the questions you need to know about your wealth managers.  For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or vi...

Matt Deaton had the opportunity to meet with former Vice President Mike Pence. Matt details his experience in Washington D.C. and what was most surprising about the conversation. VP Pence offers his thoughts on inflation, retirement and what it will take to get America back to energy independence.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or vi...

In this episode Damon Roberts and Matt Deaton have some bold predictions on what could happen with the economy this summer. Plus, Damon details the importance of not just making a plan, but having that plan written down and sticking to it.  For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com   See om...

 This episode features Damon Roberts and Matt Deaton discussing the benefits of a mild recession and why that term should not be met with such anger. Plus, what's the difference between a Bear and Bull market and is not the best time to take advantage of investment opportunities? For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit w...

Damon Roberts and Matt Deaton discuss he CPI dropping by two-tenths of a point in April and if it's a good sign inflation is on the way down or insignificant to our bottom line. Plus, this being an election year, will it have an impact on the markets? Finally, with the market volatile, even with a properly built portfolio, can we can still have a successful retirement? For more information on Acut...

Damon Roberts joined pop culture icon Billy Murray and his brothers for the annual Caddyshack Charity Golf Tournament. Damon sat down with the Murray Brothers to talk golf, retirement and single ladies.  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 update us on what the market swings mean for our retirement plan and if there is a silver lining to a possible recession. Plus, inflation, interest rates, gas prices, what are the biggest worries that affect the community most? For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com   See...

In this episode Damon Roberts and Matt Deaton offer tips to get over Monday Anxiety that a majority of adults suffer from as the weekend comes to a close. Plus, what happens if you reach the moment when you can finally retire, but you just don't want to. Should you plan change? Finally, what the market continuing it's shaky ride, what amount of risk should you be taking right now? For more informa...

In this episode Damon Roberts and Matt Deaton talk why they refuse to buy into the model of 4-day work weeks. Plus, Damon and Matt offer something to their clients that other Advisors refuse to take part in. Finally, are you a rope dropper or a night owl? For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretireme...

In this episode Damon Roberts and Matt Deaton explain what it means when a client calls who feel their "needs" are not being met. What "needs" do they cover in financial planning? Plus, how you can respond to record setting inflation to limit the damage to your retirement portfolio.  For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successi...

In this episode Damon Roberts and Matt Deaton reflect on Tax Day 2022. While we are never out of Tax Season, they detail some of the things they learned and what we can take away from this year's tax changes. Plus, what exactly is a market "contraction" and will it hurt? For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretire...

In this episode Damon Roberts and Matt Deaton detail why some retirees and pre-retirees are afraid of getting a second opinion. What is holding some back from getting a second look at their life's work. Plus, what we can learn about Legacy Planning from a NBA Hall of Fame Broadcaster.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.succe...

In this episode Damon Roberts and Matt Deaton discuss the importance of having a plan and why some adults are slow to get that plan in place. Plus, hidden fees can destroy a good portfolio, they offer some tips on how to recognize and eliminate unnecessary retirement plan fees.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.successinthe...

In this episode Damon Roberts and Matt Deaton hear from a Hollywood star who's son is totally committed to the stock market and his investments. They discuss the pros and cons of having young children becoming too invested in stocks. Plus, Annuities are a great option for retirement income, but it's not for everyone. They detail who could benefit from a specific annuity.  For more information on A...

In this episode, Damon Roberts and Matt Deaton discuss the chance of the Fed raising interest rates from a quarter to a half point and how this flip flop could send the wrong message, leading to a possible recession. Plus, what is the 10 year rule and how could your inheritance be affected?  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www...

In this episode, Damon Roberts and Matt Deaton discuss how the Bob Ross and his happy little trees have cause a world of regret and frustration to his son because of the lack of proper estate planning. Plus, one little man learns the hard way that taxes are no fun. Damon and Matt offer some tax tips to help dry those tears.  For more information on Acute Wealth Advisors or to schedule a consultati...

In this episode Damon Roberts and Matt Deaton discuss the anxiety some clients are feeling due to inflation and they offer tips how to limit the affects on your retirement plan. Plus, no need to cancel your vacation, there are ways to still enjoy your summer, despite $5 gas prices.  For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visi...

In this episode Matt Deaton and Damon Roberts discuss the 4% rule which was a 50/50 mix of stocks and bonds, where you could pull 4% out to live on and not run out of money over a 30-year retirement. Do they still use this method or is it outdated. Plus, are you a Henry? Should you be? Finally, is it time to get serious about a phased retirement?  For more information on Acute Wealth Advisors or t...

In this episode Damon Roberts and Matt Deaton discuss how $5 gas is affecting our daily purchasing power and offer tips on how to protect your money from rising inflation. Plus, what do increased interest rates mean for someone who is shopping for an annuity? Finally, we are happy to introduce our own Wiffle Ball Champion!  For more information on Acute Wealth Advisors or to schedule a complimenta...

In this episode Matt Deaton explains how a return to work after retirement doesn't have to be a bad thing and what steps you can take to make sure it's a smooth transition. Plus, how does the team at Acute Wealth Advisors plan for inflation when there is no handle on how high it will go? For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit www.suc...