Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to retirement?

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

Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could this result in trouble the closer we get to 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>

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

Damon Roberts and Matt Deaton explore the reasons why only a fraction of adults use a financial advisor to help create a retirement plan. Plus, many adults are worred about major market setbacks so they become "stock heavy" in their portfolio. Could...

Only 35% of Adults Get "This" Right

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

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>

Gold, Legacy, and the Rest of the Story

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>

Only 35% of Adults Get "This" Right

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