Cover image of show Success in the New Retirement

Success in the New Retirement

Podkast av Damon Roberts, Matt Deaton

engelsk

Teknologi og vitenskap

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Les mer Success in the New Retirement

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. Be sure follow us on social media! Acute Wealth Blog: http://bit.ly/2ZA7hty Facebook: http://bit.ly/31LRNof LinkedIn: http://bit.ly/2Y3OBSG

Alle episoder

290 Episoder
episode The Million-Dollar Mistake You Didn’t See Coming artwork

The Million-Dollar Mistake You Didn’t See Coming

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 [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.

I går - 13 min
episode Is the American Dream Still Within Reach? artwork

Is the American Dream Still Within Reach?

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 [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.

27. jan. 2026 - 16 min
episode Milestone Moments: How to Celebrate Without Sacrificing Your Future artwork

Milestone Moments: How to Celebrate Without Sacrificing Your Future

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 [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.

20. jan. 2026 - 10 min
episode The Hidden Cost That Could Derail Your Retirement artwork

The Hidden Cost That Could Derail Your Retirement

How much cash should you really keep for life’s speed bumps—and what’s the hidden cost of investment fees? In this episode, Matt Deaton explains why building an emergency fund, getting a second opinion, and understanding portfolio fees are essential for a secure retirement in 2026. Learn how to balance safety and growth, avoid “spendophobia,” and create a plan that frees you to enjoy your money and your life. Plus, discover why health matters just as much as wealth for your best year ever. 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.

13. jan. 2026 - 15 min
episode Why Written Goals Make All the Difference in 2026 artwork

Why Written Goals Make All the Difference in 2026

Is your retirement strategy just a wish—or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life’s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strategies, and adjust for changing market conditions. Discover the power of documenting your plan, uniting your household around shared goals, and building habits that last. It’s a practical guide to turning intentions into results for your best retirement yet. 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.

6. jan. 2026 - 17 min
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