In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during their initial consultation with Acute Wealth Advisors, highlighting the importance of understanding one's financial situation and the potential pitfalls of common investment strategies.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

The Roth Conversion Question Most Retirees Get Wrong
12:53

The Real Reason Retirees Struggle to Spend Confidently
16:13

What If You Could Retire Sooner Than You Think?
12:10