The Tax Strategy Retirees Often Miss

The Tax Strategy Retirees Often Miss

Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. 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 Risk Behind Chasing Big Retirement Returns

Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey’s views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability. 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.

Retirement’s Version of Independence Day

Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America’s 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more on life and less on financial stress. 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.

What Today’s Market Signals Could Mean for Your Retirement

What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You’ll also hear how market volatility, valuations, and signals from major investors are shaping today’s environment. The conversation highlights the importance of diversification, risk management strategies, and building a plan that can adapt—whether markets move up or down. 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.

Are Taxes Today Your Biggest Retirement Opportunity?

Are today’s low tax rates creating an opportunity—or a future challenge? This episode with Matt Deaton explores Roth conversions and why relying solely on projections and assumptions can lead to flawed decisions. The discussion focuses on understanding current versus future tax rates, how income sources shape your tax picture, and why every strategy needs to be personalized. You’ll also hear how taxes, income planning, and long-term projections work together, along with the role of consistency and discipline in navigating the ups and downs of retirement planning. 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.