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Success in the New Retirement

By: Damon Roberts Matt Deaton
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  • Summary

  • 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
    2024 Damon Roberts, Matt Deaton
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Episodes
  • Losing Confidence While Building Retirement Income

    Losing Confidence While Building Retirement Income
    May 7 2024

    Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress?

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

    See omnystudio.com/listener for privacy information.
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    11 mins
  • Breaking Down the First Meeting

    Breaking Down the First Meeting
    Apr 30 2024

    Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care.

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

    See omnystudio.com/listener for privacy information.
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    10 mins
  • Finding a Sweet Spot in Your Tax Strategy

    Finding a Sweet Spot in Your Tax Strategy
    Apr 23 2024

    How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

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

    See omnystudio.com/listener for privacy information.
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    15 mins
Economics Personal Finance
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