29 episodes

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! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

Success in the New Retirement Damon Roberts, Matt Deaton

    • Investing
    • 5.0, 8 Ratings

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! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

    Key #5: Reducing Taxes to Make Your Money Last

    Key #5: Reducing Taxes to Make Your Money Last

    Congress just spent trillions to address the coronavirus crisis, and that could lead to much higher tax rates in the future. But Damon & Matt think it’s time to get rid of the defeatist attitude on taxes, and take control! This week, they explain ways to build tax efficiency into your retirement strategy. Have questions about things like Roths or RMDs? You don’t want to miss this episode! Plus, get a free chapter of their book at www.successinthenewretirement.com.

    • 18 min
    What Not To Do During a Financial Crisis

    What Not To Do During a Financial Crisis

    It’s easy to make emotional decisions when we see what’s happening in the headlines, but sometimes it’s what you don’t do that can have the biggest impact on your long-term success. This week, Damon & Matt discuss the biggest financial don’ts during the coronavirus crisis. Have a question? Drop us an e-mail at www.successinthenewretirement.com.
    Be sure to follow us on social media!
    Acute Wealth Blog: http://bit.ly/2ZA7hty
    Facebook: http://bit.ly/31LRNof
    LinkedIn: http://bit.ly/2Y3OBSG

    • 19 min
    Motivate Yourself – With Some Help from Tim Tebow!

    Motivate Yourself – With Some Help from Tim Tebow!

    Times may be tough, but there’s still a lot left to accomplish with our lives. This week, hear some words of inspiration from retired football star, current baseball star, sports analyst and author Tim Tebow. He explains how getting back to fundamentals and finding your purpose can lead to great success. Need more motivation? Pick up a copy of Damon & Matt’s book at www.successinthenewretirement.com.
    Be sure to follow us on social media!
    Acute Wealth Blog: http://bit.ly/2ZA7hty
    Facebook: http://bit.ly/31LRNof
    LinkedIn: http://bit.ly/2Y3OBSG

    • 15 min
    Celebrities – They’re Just Like Us (When It Comes to Estate Planning)

    Celebrities – They’re Just Like Us (When It Comes to Estate Planning)

    Does the current health crisis have you thinking about finally getting started on an estate plan? It might be easier than you think. But you might be surprised by how many people fail to plan ahead for their families – even celebrities! This week, Damon & Matt explain the mistakes that celebs like James Gandolfini, Prince & Aretha Franklin have made with their multimillion-dollar estates. Have a question for us? Drop us an e-mail at www.successinthenewretirement.com.
    Be sure to follow us on social media!
    Acute Wealth Blog: http://bit.ly/2ZA7hty
    Facebook: http://bit.ly/31LRNof
    LinkedIn: http://bit.ly/2Y3OBSG

    • 22 min
    The Wizard of Oz: Ozzie Smith

    The Wizard of Oz: Ozzie Smith

    A lot of us are missing sports right now, especially since baseball season should be underway. So while we wait for life to return to normal, get your sports fix as we catch up with retired baseball great Ozzie Smith! He may not be doing back flips anymore, but he’s found a new passion in retirement. Catch more interviews online at www.successinthenewretirement.com.
    Be sure to follow us on social media!
    Acute Wealth Blog: http://bit.ly/2ZA7hty
    Facebook: http://bit.ly/31LRNof
    LinkedIn: http://bit.ly/2Y3OBSG

    • 15 min
    5 Things You Can Do About Your Finances (Even While You’re Stuck at Home!)

    5 Things You Can Do About Your Finances (Even While You’re Stuck at Home!)

    Going a little stir crazy at home? Join the club! Matt’s already finished painting his entire house! And Damon managed to injure himself while working on his “honey-do” list. So instead of house projects, how about tackling a few financial projects while you’re at home? This week, Damon & Matt give you 5 moves you might want to consider right now. If you need help with that to-do list, reach out to us at www.successinthenewretirement.com.
    Be sure to follow us on social media!
    Acute Wealth Blog: http://bit.ly/2ZA7hty
    Facebook: http://bit.ly/31LRNof
    LinkedIn: http://bit.ly/2Y3OBSG

    • 19 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

hitmewithyourbestshot ,

Fun financial podcast!

Informative when it comes to retirement planning, and some great guests too!

Akuleboat ,

Excited for the podcast

I’ve read their book and listened on KTAR. Retirement planning can be scary but Matt and Damon think outside the box to help make those golden years truly golden.

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