This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future.

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

Follow us on social media: Facebook | LinkedIn

This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future.
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>

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

Navigating Tariffs: What It Means for Your Retirement

How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid “spendophobia,” and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever.

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 cash should you really keep for life&rsquo;s speed bumps&mdash;and what&rsquo;s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid &ldquo;spendophobia,&rdquo; and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever.
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 Hidden Cost That Could Derail Your Retirement

Is your retirement strategy just a wish—or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life’s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strategies, and adjust for changing market conditions. Discover the power of documenting your plan, uniting your household around shared goals, and building habits that last. It’s a practical guide to turning intentions into results for your best retirement yet.

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 your retirement strategy just a wish&mdash;or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life&rsquo;s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strategies, and adjust for changing market conditions. Discover the power of documenting your plan, uniting your household around shared goals, and building habits that last. It&rsquo;s a practical guide to turning intentions into results for your best retirement yet.
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>

Why Written Goals Make All the Difference in 2026

What if the “magic number” you’ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building “fun money” into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making—without relying on outdated formulas.

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 &ldquo;magic number&rdquo; you&rsquo;ve trusted for decades no longer fits your retirement reality? In this episode, Damon Roberts and Matt Deaton break down why the classic 4% rule is being questioned, how spending needs shift through different stages of retirement, and why personalization matters more than ever. From Social Security timing to building &ldquo;fun money&rdquo; into your plan, they walk through the real‑life considerations that shape sustainable income and confident decision‑making&mdash;without relying on outdated formulas.
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>

Navigating Tariffs: What It Means for Your Retirement

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