Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of the market. 

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

Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of the market. 
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</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

Knowing Your Budget in Retirement

Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. 

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

Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. 
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Detailing the first appointment with Acute Wealth Advisors.

Breaking Down the First Meeting

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

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

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Finding a Sweet Spot in Your Tax Strategy

Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. 

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

Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. 
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Knowing Your Budget in Retirement

In 1 playlist(s)

Success in the New Retirement

Social links

Follow podcast

Recent clips