Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment. 

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

Damon Roberts and Matt Deaton explain that getting a plan started now, regardless of where you stand in your income and savings, is the best thing for someone serious about retirement. Plus, Matt details exactly what to expect in the first appointment. 
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.ssuccessin">www.ssuccessinthenewretirement.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

What to expect in the first appointment with Acute Wealth Advisors.

What to Expect in the First Appointment

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

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 <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Women In Retirement

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

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 <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

The True Cost of the American Dream

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

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 <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

What to Expect in the First Appointment

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Success in the New Retirement

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