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
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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

    Uncle Sam is Bringing an Invoice to Your Funeral

    Uncle Sam is Bringing an Invoice to Your Funeral

    President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone. 
    For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
     

    • 7 min
    Taxes Are On Sale!!

    Taxes Are On Sale!!

    In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later. 
    For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

    • 10 min
    Vince Young Talks Financial Confidence

    Vince Young Talks Financial Confidence

    Damon Roberts sat down with BCS National Champion, All-American, NFL Rookie of the Year and 2x Pro Bowler Vince Young. They discuss trusting strangers with your money, which coach was the most influential and advice he gives young players. 
    For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

    • 8 min
    Retirement Wants vs Needs

    Retirement Wants vs Needs

    There are things we want and things we need. When you get to retirement, is it time to focus less on the things you want and more on the things you need? Matt details how you can continue to live the life you are accustomed to without cutting back in retirement. Plus, with the return of football how do you tailgate? Are you a park and walk in to the stadium fan or do you show up 8 hours early to tailgate? Either way, you are not alone. 
    For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com 

    • 13 min
    Matt Deaton Talks With NFL Legend Michael Irvin

    Matt Deaton Talks With NFL Legend Michael Irvin

    Just in time for the return of football, Matt Deaton had the chance to talk with NFL legend Michael Irvin. They discuss getting motivated, advice for rookies and how trust plays a major factor in both sports and finance. 
    For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

    • 5 min
    Is Having a Goal Retirement "Age" a Good Strategy?

    Is Having a Goal Retirement "Age" a Good Strategy?

    Damon and Matt try to give ideas about how to plan for a successful retirement, but sometimes we like to hear your thoughts.  So, we hit the streets to ask listeners if they have a specific age in mind, as their goal for retiring. From there Matt details if we should have a goal of an age or target number in mind. 
    For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com 

    • 6 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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