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Success in the New Retirement

Success in the New Retirement

By: Damon Roberts Matt Deaton
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About this listen

 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/2Y3OBSG2025 Damon Roberts, Matt Deaton Economics Personal Finance
Episodes
  • Tax Strategies for a Secure Retirement

    Tax Strategies for a Secure Retirement
    Jul 15 2025

    In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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    17 mins
  • Creating Your Retirement Paycheck

    Creating Your Retirement Paycheck
    Jul 8 2025

    This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of bonds in investment strategies and the necessity of understanding tax implications for effective retirement planning.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    17 mins
  • Navigating the New Retirement Landscape

    Navigating the New Retirement Landscape
    Jul 1 2025

    In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during their initial consultation with Acute Wealth Advisors, highlighting the importance of understanding one's financial situation and the potential pitfalls of common investment strategies.

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

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    16 mins

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