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Artwork for Success in the New Retirement

Success in the New Retirement

Damon Roberts, Matt Deaton

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 ... more

PublishesWeeklyEpisodes262Founded5 years ago
Number of ListenersCategories
InvestingEducationBusiness

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Artwork for Success in the New Retirement

Latest Episodes

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. more

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5 days ago

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? more

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12 days ago

Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. more

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19 days ago

Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. more

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a month ago

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Reviews

4.9 out of 5 stars from 11 ratings
  • Fun financial podcast!

    Informative when it comes to retirement planning, and some great guests too!

    Apple Podcasts
    5
    hitmewithyourbestshot
    United States4 years ago
  • Excited for the podcast

    I’ve read their book and listened on KTAR. Retirement planning can be scary but Matt and Damon think outside the box to help make those golden years truly golden.

    Apple Podcasts
    5
    Akuleboat
    United States5 years ago

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