The Dangers of Chasing Returns in Retirement
Success in the New Retirement
by Damon Roberts, Matt Deaton
5d ago
Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals. For ..read more
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Navigating Market Trends and Portfolio Adjustments
Success in the New Retirement
by Damon Roberts, Matt Deaton
1w ago
This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation. See omnystudio.com/listener for privacy information ..read more
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Underestimating Your Income Needs in Retirement
Success in the New Retirement
by Damon Roberts, Matt Deaton
3w ago
Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Where to Run When the Headlines Get Too Heavy
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Losing Confidence While Building Retirement Income
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Breaking Down the First Meeting
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Finding a Sweet Spot in Your Tax Strategy
Success in the New Retirement
by Damon Roberts, Matt Deaton
1M ago
How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Is a ROTH IRA the Smart Play?
Success in the New Retirement
by Damon Roberts, Matt Deaton
2M ago
Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Three Pillars of a Proper Retirement Plan
Success in the New Retirement
by Damon Roberts, Matt Deaton
3M ago
Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com  See omnystudio.com/listener for privacy information ..read more
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Knowing Your Budget in Retirement
Success in the New Retirement
by Damon Roberts, Matt Deaton
3M ago
Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of 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 ..read more
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