265 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
    • 4.9 • 11 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

    Underestimating Your Income Needs in Retirement

    Underestimating Your Income Needs in Retirement

    Understanding your income needs in retirement.

    • 10 min
    Where to Run When the Headlines Get Too Heavy

    Where to Run When the Headlines Get Too Heavy

    How the heavy headlines affect your retirement strategy

    • 14 min
    Losing Confidence While Building Retirement Income

    Losing Confidence While Building Retirement Income

    Losing confidence in retirement

    • 11 min
    Breaking Down the First Meeting

    Breaking Down the First Meeting

    Detailing the first appointment with Acute Wealth Advisors.

    • 9 min
    Finding a Sweet Spot in Your Tax Strategy

    Finding a Sweet Spot in Your Tax Strategy

    Finding the sweet spot in taxes.

    • 15 min
    Opportunities From High Inflation

    Opportunities From High Inflation

    Opportunities from high inflation.

    • 17 min

Customer Reviews

4.9 out of 5
11 Ratings

11 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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