What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs.

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&rsquo;s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes&mdash;and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you&rsquo;ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories&mdash;all backed by a comprehensive plan that protects against market downturns and rising costs.
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 Tax Surprise That Could Derail Your Retirement

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>

What If Your Retirement Math Is All Wrong?

How long will your retirement savings really last—and what’s the secret to spending with confidence? This episode with Damon Roberts & Matt Deaton explores why income planning matters more than hitting a magic number, how “spendophobia” can hold you back, and why tax efficiency and fee awareness are crucial for a successful retirement. Hear real stories, practical strategies, and the importance of building a plan that fits your lifestyle, not just your bank account. Discover how to avoid common pitfalls and create steady income for the years ahead.

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 long will your retirement savings really last&mdash;and what&rsquo;s the secret to spending with confidence? This episode with Damon Roberts &amp; Matt Deaton explores why income planning matters more than hitting a magic number, how &ldquo;spendophobia&rdquo; can hold you back, and why tax efficiency and fee awareness are crucial for a successful retirement. Hear real stories, practical strategies, and the importance of building a plan that fits your lifestyle, not just your bank account. Discover how to avoid common pitfalls and create steady income for the years ahead.
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>

Spendophobia: Are You Afraid to Enjoy Your Retirement?

What’s the most overlooked opportunity in retirement planning? This episode explores the “sweet spot” for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, shares real-life stories, and discusses how to maximize your financial moves before year-end. Plus, hear how holiday traditions and giving back can enrich your retirement journey.

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&rsquo;s the most overlooked opportunity in retirement planning? This episode explores the &ldquo;sweet spot&rdquo; for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, shares real-life stories, and discusses how to maximize your financial moves before year-end. Plus, hear how holiday traditions and giving back can enrich your retirement journey.
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 Tax Surprise That Could Derail Your Retirement

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