
Success in the New Retirement
1,000 FOLLOWERS
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you!
Success in the New Retirement
1w ago
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  ..read more
Success in the New Retirement
2w ago
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.successinthenewretirement.com  ..read more
Success in the New Retirement
3w ago
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.  ..read more
Success in the New Retirement
1M ago
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.successinthenewretirement.com  ..read more
Success in the New Retirement
1M ago
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.successinthenewretirement.com   ..read more
Success in the New Retirement
2M ago
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.successinthenewretirement.com  ..read more
Success in the New Retirement
2M ago
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.  ..read more
Success in the New Retirement
2M ago
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 to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com  ..read more
Success in the New Retirement
2M ago
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  ..read more
Success in the New Retirement
3M ago
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  ..read more