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.
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.
Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
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.
When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
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.
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.
Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy. 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 shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice. Experience the sound of George Birge on Spotify and check out his official website. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right 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.
It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your 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.
Matt Deaton details the mission and goals for the team at Acute Wealth Advisors and explains how to help pre-retirees reach their financial goals. Plus, can you successfully retire on $5M? One "shark" doesn't think so. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
A ROTH could be an excellent option for your retirement plans because of the tax advantages. Damon Roberts and Matt Deaton detail the steps to creating a better strategy in retirement. Plus, while some schools are dumbing down their classes, we have a story of one county doing more to prepare kids for their financial future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
A lot of adults will have a date circled on the calendar for retirement, but as it gets closer, they may say "I just need one more year." That phrase can be damaging to adults not just emotionally, but it can also cause problems in a portfolio. Damon Roberts and Matt Deaton detail how "one more year" could actually be "one less year". For more information visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.
WWE announced a 10 year $5 Billion deal with Netflix to be the exclusive streaming service for their wrestling content. This is a huge gamble for both WWE and Netflix, but is the risk worth the reward? Matt Deaton explains how long and short term risk can affect a retirement plan. Plus, what happens when someone refuses to quit work and retire? 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 talk about the stress some adults face in an election year and how it could affect their investments. Plus, a rare opportunity to have a part time job in retirement that involves traveling the country and lots of ketchup. 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 explain why so many adults know they need retirement help but refuse to make the call. Plus the things you should NEVER do when seeking a financial 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.
Damon Roberts and Matt Deaton detail the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life. 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 how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023. 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 ways to update your 401k plan and why you need to "spend down" your 401k. Plus, how NOT to pay for Holiday shopping. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.