Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how to prepare for upcoming tax changes. 

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

Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how to prepare for upcoming tax changes.  For more information on Acute Wealth Advisors or to schedule a consultation, call 480-680-6868 or visit <a href="https://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.

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Success in the New Retirement

Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how...

Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson

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>

The Roth Conversion Question Most Retirees Get Wrong

How much do you really need to retire—and why do the headlines get it so wrong? Damon Roberts and Matt Deaton break down why generic savings targets create unnecessary fear and overlook the realities of income, spending, and lifestyle. The episode dives into common withdrawal mistakes, market volatility, and the psychology of spending in retirement. Rather than focusing on a magic number, the discussion centers on building confidence through income planning and understanding how money actually works once paychecks stop.

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

Follow us on social media: Facebook | LinkedIn

How much do you really need to retire&mdash;and why do the headlines get it so wrong? Damon Roberts and Matt Deaton break down why generic savings targets create unnecessary fear and overlook the realities of income, spending, and lifestyle. The episode dives into common withdrawal mistakes, market volatility, and the psychology of spending in retirement. Rather than focusing on a magic number, the discussion centers on building confidence through income planning and understanding how money actually works once paychecks stop.
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 Real Reason Retirees Struggle to Spend Confidently

What if you’re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready—despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You’ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable income.

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 you&rsquo;re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready&mdash;despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You&rsquo;ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable income.
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>

Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson

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