What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all “magic number.” The conversation also explores fiduciary guidance, tax diversification, and why replacing your paycheck matters more than comparing your savings to someone else’s.

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

Follow us on social media: Facebook | LinkedIn

What happens when DIY retirement planning misses the details that matter most? Damon Roberts &amp; Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all &ldquo;magic number.&rdquo; The conversation also explores fiduciary guidance, tax diversification, and why replacing your paycheck matters more than comparing your savings to someone else&rsquo;s.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
Follow us on social media: <a href="https://www.facebook.com/acutewealthadvisors/">Facebook</a> | <a href="https://www.linkedin.com/company/acute-wealth-advisors">LinkedIn</a>

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.

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Success in the New Retirement

DIY Retirement? Don’t Miss the Hidden Gaps

Are you spending money on the things that matter most in retirement? Matt Deaton and Damon Roberts discuss intentional spending, travel costs, retirement budgeting, and how aligning spending with personal priorities can help create meaningful experiences. The episode also explores building flexibility into a retirement plan for hobbies, family trips, and unexpected expenses.

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

Follow us on social media: Facebook | LinkedIn

Are you spending money on the things that matter most in retirement? Matt Deaton and Damon Roberts discuss intentional spending, travel costs, retirement budgeting, and how aligning spending with personal priorities can help create meaningful experiences. The episode also explores building flexibility into a retirement plan for hobbies, family trips, and unexpected expenses.
For more information or to schedule a consultation, call 480-680-6868 or visit&nbsp;<a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
Follow us on social media: <a href="https://www.facebook.com/acutewealthadvisors/">Facebook</a> | <a href="https://www.linkedin.com/company/acute-wealth-advisors">LinkedIn</a>

The Retirement Spending Habits Worth Rethinking

Could helping your family pay for college quietly put your own retirement at risk? Damon Roberts and Matt Deaton explore how retirees can balance education expenses, family generosity, and the income needed to maintain independence. They also discuss retirement workshops, building a reliable paycheck, and using Roth accounts to create greater tax flexibility. Plus, hear why financial guidance found on social media may overlook important details that depend on your age, income, and individual retirement plan.

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

Follow us on social media: Facebook | LinkedIn

Could helping your family pay for college quietly put your own retirement at risk? Damon Roberts and Matt Deaton explore how retirees can balance education expenses, family generosity, and the income needed to maintain independence. They also discuss retirement workshops, building a reliable paycheck, and using Roth accounts to create greater tax flexibility. Plus, hear why financial guidance found on social media may overlook important details that depend on your age, income, and individual retirement plan.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
Follow us on social media: <a href="https://www.facebook.com/acutewealthadvisors/">Facebook</a> | <a href="https://www.linkedin.com/company/acute-wealth-advisors">LinkedIn</a>

Are College Costs Putting Your Retirement at Risk?

Has a strong market left your retirement portfolio more exposed than you realize? Damon Roberts and Matt Deaton examine investor complacency, the risks of buying every dip, and why an allocation that once fit your life may no longer match your retirement timeline. They also discuss preparing for unpredictable life events, reviewing a plan as circumstances change, and coordinating investments, income, and Social Security around your personal situation. A lighter conversation about Buc-ee’s offers an unexpected reminder that financial surprises can come from anywhere.

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

Follow us on social media: Facebook | LinkedIn

Has a strong market left your retirement portfolio more exposed than you realize? Damon Roberts and Matt Deaton examine investor complacency, the risks of buying every dip, and why an allocation that once fit your life may no longer match your retirement timeline. They also discuss preparing for unpredictable life events, reviewing a plan as circumstances change, and coordinating investments, income, and Social Security around your personal situation. A lighter conversation about Buc-ee&rsquo;s offers an unexpected reminder that financial surprises can come from anywhere.
For more information or to schedule a consultation, call 480-680-6868 or visit&nbsp;<a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
Follow us on social media: <a href="https://www.facebook.com/acutewealthadvisors/">Facebook</a> | <a href="https://www.linkedin.com/company/acute-wealth-advisors">LinkedIn</a>

DIY Retirement? Don’t Miss the Hidden Gaps

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