What if the real challenge of retirement isn’t saving money—but making it last? Damon Roberts and Matt Deaton break down why early financial education matters, using professional athletes’ cautionary tales to highlight the importance of smart planning, tax strategy, diversification, and sustainable income. From million‑dollar misconceptions to maximizing what you already have, this episode shows how to stretch every dollar wisely and build confidence for a long 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 real challenge of retirement isn&rsquo;t saving money&mdash;but making it last? Damon Roberts and Matt Deaton break down why early financial education matters, using professional athletes&rsquo; cautionary tales to highlight the importance of smart planning, tax strategy, diversification, and sustainable income. From million‑dollar misconceptions to maximizing what you already have, this episode shows how to stretch every dollar wisely and build confidence for a long 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>

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

The Million-Dollar Mistake You Didn’t See Coming

What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals.

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 questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs&mdash;covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals.
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>

Are You Asking Your Advisor the Right Questions?

What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, strategy, and knowing your numbers. They also explore legacy, purpose, and how Dolly Parton’s wisdom applies to your 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

What happens when the news gets loud and doubts creep in? Damon Roberts and Matt Deaton tackle the question: Is the American Dream still alive? From calming pre‑retirement fears to building a resilient, tax‑efficient plan, they reveal how confidence grows not from headlines but from structure, strategy, and knowing your numbers. They also explore legacy, purpose, and how Dolly Parton&rsquo;s wisdom applies to your 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>

Is the American Dream Still Within Reach?

How do you prepare for life’s milestone moments—like weddings, grandkids, or sending a child to college—without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while protecting your financial future. Discover why self-discipline, second opinions, and clear goals matter. It’s a candid look at balancing celebration and security for your best year ever in 2026.

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 do you prepare for life&rsquo;s milestone moments&mdash;like weddings, grandkids, or sending a child to college&mdash;without derailing your retirement plan? In this episode, Matt Deaton shares practical strategies for budgeting, setting boundaries, and compartmentalizing savings to cover big expenses while protecting your financial future. Discover why self-discipline, second opinions, and clear goals matter. It&rsquo;s a candid look at balancing celebration and security for your best year ever in 2026.
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 Million-Dollar Mistake You Didn’t See Coming

Success in the New Retirement

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Success in the New Retirement

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