100 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

    • Business
    • 5.0 • 10 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

    Is the Worst Yet To Come?

    Is the Worst Yet To Come?

    In this episode Matt Deaton talks about the current recession and if the worst is yet to come with the economy. Plus, what happens if you received a large inheritance, how do you protect your family and your assets. Plus, what is the "gut feeling" regarding the market and if/when we will rebound?
    For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com 

    • 23 min
    "Experts" To Avoid in Financial Planning

    "Experts" To Avoid in Financial Planning

    Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable. 
    For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

    • 14 min
    Being Happy While Jobless

    Being Happy While Jobless

    In this episode, Damon Roberts and Matt Deaton talk about Van Halen lead singer Sammy Hagar who is happier now than ever before because of his post music income streams. Plus, we hear Damon's conversation with Hagar where they discuss music, touring and financial freedom. 
    For more information on Acute Wealth Advisors or to schedule a complimentary consultation visit www.successinthenewretirement.com or call 480-680-6868. 

    • 16 min
    Relief From Record High Inflation

    Relief From Record High Inflation

    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.successinthenewretirement.com or call 480-680-6868. 

    • 17 min
    When Snooping is Acceptable

    When Snooping is Acceptable

    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 to schedule a consultation, visit call 480-680-6868 or visit www.successinthenewretirement.com 

    • 11 min
    Defining a "Mild" Recession

    Defining a "Mild" Recession

    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 information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

    • 14 min

Customer Reviews

5.0 out of 5
10 Ratings

10 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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