Success in the New Retirement

What If You Could Retire Sooner Than You Think?

What if you’re closer to retirement than you think? In this episode, Damon Roberts and Matt Deaton share real stories of clients who discovered they were financially ready—despite years of stress and sleepless nights. They explain why so many adults save diligently yet fail to build an actual income plan, leaving them unsure about timing Social Security, using pensions, and navigating risky withdrawals. You’ll learn how to replace guesswork with clarity, reduce retirement anxiety, and understand the power of turning accumulation into dependable 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 Hidden Costs Your Portfolio May Be Carrying

What if the biggest risk in your retirement plan isn’t the market—it’s silence from your advisor? In this episode, Damon Roberts and Matt Deaton unravel the top frustrations adults bring to their office: poor communication, unclear fees, and portfolios no one seems to be watching. They explain how transparency, proactive updates, and true fiduciary guidance can transform confusion into confidence. With real client stories and practical insights, this episode highlights what a healthy advisor relationship should look like—and how the right communication can protect your wealth and your peace of mind. 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 You Asking Your Advisor the Right Questions?

What questions should you really be asking your financial advisor? In this episode, Damon Roberts and Matt Deaton break down the essential conversations every pre‑retiree needs—covering income planning, tax efficiency, Social Security timing, pensions, risk management, and long‑term care considerations. They also share what they expect from clients: curiosity, teamwork, and a willingness to learn. With personal stories, decades of experience, and a focus on clarity over confusion, this episode gives listeners a practical roadmap for building a retirement plan that supports their lifestyle and goals. 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 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.

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.