Gold coins, inheritance stories, and hard-earned lessons collide in this wide‑ranging retirement conversation. This episode with Damon Roberts breaks down how gold fits—or doesn’t—into a modern portfolio, explores the coming wealth transfer between generations, and highlights how taxes quietly shape long‑term outcomes. From legacy planning to enjoying money while you’re still here, the discussion centers on aligning financial decisions with real-life priorities rather than fear-driven headlines.

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

Follow us on social media: Facebook | LinkedIn

Gold coins, inheritance stories, and hard-earned lessons collide in this wide‑ranging retirement conversation. This episode with Damon Roberts breaks down how gold fits&mdash;or doesn&rsquo;t&mdash;into a modern portfolio, explores the coming wealth transfer between generations, and highlights how taxes quietly shape long‑term outcomes. From legacy planning to enjoying money while you&rsquo;re still here, the discussion centers on aligning financial decisions with real-life priorities rather than fear-driven headlines.
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.

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

Gold, Legacy, and the Rest of the Story

Is today’s market volatility just noise—or something worth paying attention to? This episode explores how headlines, geopolitical tension, and economic uncertainty affect retirement planning, especially for those nearing retirement. Damon Roberts and Matt Deaton discuss market cycles, risk exposure, income timing, and why strategy often shifts in the final working years. The focus stays on planning for uncertainty without reacting emotionally to short-term events.

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

Follow us on social media: Facebook | LinkedIn

Is today&rsquo;s market volatility just noise&mdash;or something worth paying attention to? This episode explores how headlines, geopolitical tension, and economic uncertainty affect retirement planning, especially for those nearing retirement. Damon Roberts and Matt Deaton discuss market cycles, risk exposure, income timing, and why strategy often shifts in the final working years. The focus stays on planning for uncertainty without reacting emotionally to short-term events.
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>

When Market Noise Gets Personal

At some point, many retirees will be navigating life—and money—on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning “the rest of the story” matters. It’s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes.

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

Follow us on social media: Facebook | LinkedIn

At some point, many retirees will be navigating life&mdash;and money&mdash;on their own. This episode with Damon Roberts explores the realities of solo retirement planning, from widowhood and divorce to income gaps and decision-making without a partner. The conversation highlights why well‑meaning advice from friends can miss the bigger picture, how Social Security choices ripple through retirement, and why planning &ldquo;the rest of the story&rdquo; matters. It&rsquo;s a thoughtful look at independence, preparation, and adapting your financial strategy as life changes.
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>

When Retirement Becomes a Solo Act

What if the tax decisions you make today quietly shape how flexible your retirement feels years from now? Damon Roberts and Matt Deaton unpack why Roth conversions aren’t one‑size‑fits‑all, even in a historically low tax environment. The conversation explores timing, income sources, Social Security taxation, and how unexpected expenses can expose gaps in tax planning. This episode highlights why tax efficiency is less about chasing “tax‑free” headlines and more about coordinating income, withdrawals, and long‑term flexibility in retirement.

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 if the tax decisions you make today quietly shape how flexible your retirement feels years from now? Damon Roberts and Matt Deaton unpack why Roth conversions aren&rsquo;t one‑size‑fits‑all, even in a historically low tax environment. The conversation explores timing, income sources, Social Security taxation, and how unexpected expenses can expose gaps in tax planning. This episode highlights why tax efficiency is less about chasing &ldquo;tax‑free&rdquo; headlines and more about coordinating income, withdrawals, and long‑term flexibility in retirement.
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>

Gold, Legacy, and the Rest of the Story

In 1 playlist(s)

Success in the New Retirement

Social links

Follow podcast

Recent clips