Success in the New Retirement

The Hidden Fees Draining Your Retirement

Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Roth Conversions: The Year-End Move You Can’t Ignore

What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The 401(k) Trap: Why Saving Isn’t Enough

Is your 401(k) really a retirement plan—or just a pile of money waiting for a strategy? Damon Roberts and Matt Deaton break down the moves that can wreck your financial future, from relying too heavily on headlines to ignoring the real costs of retirement. Discover why saving, planning, and controlling your emotions matter more than ever for lasting success in the new retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Melt-Up or Meltdown? Navigating Unpredictable Markets

Can a part-time job feel like a million-dollar retirement? Damon Roberts and Matt Deaton explore the art of “test-driving” retirement, the impact of market melt-ups, and how sudden changes—like government shutdowns—can reshape your financial future. From stretching your dollars to navigating unpredictable market cycles, this episode reveals why flexibility and planning matter more than ever for lasting success in the new retirement. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Retirement Tax Trap: What Most Miss

What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com [https://www.successinthenewretirement.com]! Follow us on social media: Facebook [https://www.facebook.com/acutewealthadvisors/] | LinkedIn [https://www.linkedin.com/company/acute-wealth-advisors] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.