This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the decline of pensions and the rise of 401(k) plans. They explore various strategies for generating retirement income, the impact of political changes on financial planning, and the importance of proactive end-of-year financial strategies, including Roth conversions. The conversation emphasizes the need for individuals to take control of their retirement planning amidst changing economic conditions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the implications of recent elections on the financial markets, the influence of media and celebrity endorsements, and the importance of having a solid retirement plan that is not overly reliant on political outcomes. They emphasize the need for education in financial planning and the significance of understanding tax implications in retirement. The conversation also touches on the effectiveness of campaign spending and the emotional nature of political decisions affecting financial strategies. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Matt Deaton discusses various aspects of retirement planning, including investment strategies inspired by Warren Buffett, the financial implications of achieving the American dream, and the unexpected expenses that retirees may face, particularly healthcare costs. He emphasizes the importance of tailoring retirement plans to individual circumstances and the need for proactive financial management. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this episode of Success In The New Retirement, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individuals to understand their unique financial situations and prepare for potential future tax increases. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week's conversation delves into the current financial landscape, highlighting the stress many individuals face regarding their finances, even among high earners. Damon Roberts & Matt Deaton emphasize the importance of having a solid financial plan to navigate market volatility and ensure a secure retirement. The discussion also covers the analysis of financial statements, understanding fees, and the complexities of annuities, providing insights into making informed financial decisions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton discuss the 4% rule, its implications for retirement planning, and the importance of personalized financial strategies. They explore the relevance of the 4% rule in today's context, emphasizing the need for a comprehensive retirement plan that accommodates individual spending habits and income needs. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of financial planning for retirement, addressing common regrets people have about not saving enough. They emphasize the need for a comprehensive financial plan that allows individuals to replace their paycheck and manage risks effectively. The conversation also highlights the value of education in making informed decisions about retirement finances. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton discuss various topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. They also highlight the opportunity for Roth conversions and IRA spend downs to minimize taxes. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week on Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning. They start by talking about the excitement of football season and then shift their focus to the fourth quarter of the year and what individuals can do to prepare for it. They emphasize the importance of tax planning and discuss strategies for becoming tax efficient. They also highlight the significance of understanding and minimizing fees in retirement accounts. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this episode, Damon Roberts and Matt Deaton discuss various topics related to retirement, including vacations, college, inflation, interest rates, politics, recessions, and financial planning. They emphasize the importance of controlling emotions and making informed decisions when it comes to retirement planning. The conversation covers the potential impact of the upcoming election on the economy and the stock market, as well as the benefits of having a recession to reset the economy. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts & Matt Deaton discuss the impact of taxes on retirement and how to mitigate them. They highlight the surprise that many people have about the amount of taxes they have to pay in retirement. The conversation also explores the possibility of taxes increasing in the future due to the national debt. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

In this week's episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including golf, the recent global tech outage, and tax strategies. They emphasize the importance of having a comprehensive retirement plan that addresses income strategies, inflation, taxes, and longevity. They also highlight the need to protect assets and build retirement income while considering potential risks. Damon and Matt provide insights into managing taxable income to minimize taxes and maximize Social Security benefits. They stress the value of working with a financial advisor who can help create a customized plan to ensure a successful retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton discuss various topics including recent political events, the state of the economy, and the importance of having a solid financial plan for retirement. They emphasize the need to be cautious of political influences on financial decisions and the importance of diversification and risk reduction in investment strategies. The conversation also touches on the impact of emotions on financial decision-making and the role of technology in financial consultations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts discusses the concept of being a tightwad and the importance of budgeting for both savers and spenders. The conversation highlights the joy of helping clients realize they can spend their money in retirement and shares a story of a couple who were able to fulfill their dream trip. Damon also touches on the need to readjust retirement income and the importance of having a comprehensive retirement plan. The conversation explores the topic of adjusting investment strategies in a 401(k) and the potential risks of market downturns. The discussion also touches on the significance of tax planning in retirement and the potential impact of new tax laws. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week on Success In The New Retirement, the conversation covers various topics including organizing a neighborhood fireworks show, 4th of July statistics, pride in being American, financial independence, and support for small businesses. The main takeaways include the importance of community involvement, the significance of financial planning for retirement, and the value of small businesses in the economy. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

On this week's episode of Success In The New Retirement, Damon Roberts & Matt Deaton discuss the pros and cons of market timing in a portfolio, the importance of taking appropriate risk for one's stage of life, and the need to plan for inflation in retirement. They emphasize the need for a retirement plan that provides income strategies and accounts for longevity. The conversation also mentions the beloved $1.50 hotdog/soda combo at Costco and the impact of inflation on everyday expenses. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Many adults spend more time preparing for a week-long vacation than they do for retirement. Damon Roberts and Matt Deaton discuss how as retirement approaches, the decisions about when to stop working, when to start drawing social security and pensions, and how taxes and the market will affect retirement become more critical. It is important to have a comprehensive plan that maximizes assets and income strategies to cover all expenses and desired activities in retirement. Additionally, having a tax strategy is crucial to keep more money and pay less to the government. Strategies such as Roth conversions and postponing Social Security benefits can help reduce taxes in retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton discuss the impact of the upcoming election on the financial markets and retirement planning. They emphasize the importance of having a solid financial plan and not letting political events dictate investment decisions. The guys also talk about the dangers of chasing returns and the need for risk management strategies in retirement. They highlight the recent glitch in the stock market and the importance of being aware of market volatility. Overall, the conversation emphasizes the need for a comprehensive financial plan tailored to individual retirement goals. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress? 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 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 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 www.successinthenewretirement.com

Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Income. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play.  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 www.successinthenewretirement.com

Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice.  Experience the sound of George Birge on Spotify and check out his official website. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right plan.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your plan? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Matt Deaton details the mission and goals for the team at Acute Wealth Advisors and explains how to help pre-retirees reach their financial goals. Plus, can you successfully retire on $5M? One "shark" doesn't think so.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

A ROTH could be an excellent option for your retirement plans because of the tax advantages. Damon Roberts and Matt Deaton detail the steps to creating a better strategy in retirement. Plus, while some schools are dumbing down their classes, we have a story of one county doing more to prepare kids for their financial future.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

A lot of adults will have a date circled on the calendar for retirement, but as it gets closer, they may say "I just need one more year." That phrase can be damaging to adults not just emotionally, but it can also cause problems in a portfolio. Damon Roberts and Matt Deaton detail how "one more year" could actually be "one less year".  For more information visit www.successinthenewretirement.com

WWE announced a 10 year $5 Billion deal with Netflix to be the exclusive streaming service for their wrestling content. This is a huge gamble for both WWE and Netflix, but is the risk worth the reward? Matt Deaton explains how long and short term risk can affect a retirement plan. Plus, what happens when someone refuses to quit work and retire? For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton talk about the stress some adults face in an election year and how it could affect their investments. Plus, a rare opportunity to have a part time job in retirement that involves traveling the country and lots of ketchup.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton explain why so many adults know they need retirement help but refuse to make the call. Plus the things you should NEVER do when seeking a financial advisor.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton detail the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton detail ways to update your 401k plan and why you need to "spend down" your 401k. Plus, how NOT to pay for Holiday shopping.  For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton talk about the popularity of annuities but why so many advisors refuse to make them part if a retirement plan.  For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Damon Roberts and Matt Deaton explain the importance of not letting the emotions of elections get in the way of your retirement plans. Plus, what affect do politicians really have on the market? For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com