News from Washington about needing to raise the debt ceiling. The administration is saying if we don't raise the debt ceiling then interest rates could go up and social security benefits could be delayed. Is this a reality or just a political dance? Plus, we check our phone multiple times a day, should we check our financial accounts just as much? For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

Success in the New Retirement

It's Time to Eliminate the Debt Ceiling

In this episode Damon explains that "running out of money" is no longer the number one fear in retirement. Now there are multiple fears retirees and pre-retirees have as they work a financial strategy. Plus, weather its a company buyout, vaccine mandate or you're just ready to quit, Damon and Matt detail the pros and cons of a hurry up retirement.  For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com 

Mandates, Buyouts or Walkouts: Pros & Cons of a Quick Retirement

In this episode Damon and Matt discuss the importance of being local and how it can make a difference in your retirement planning. Plus, we are in the 4th Quarter of the year is now the right time to take a deep look into your investments or should you wait until after the holidays? For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com 

Necessary 4th Quarter Adjustments

In this episode Damon and Matt detail the steps you should take in a "shaky" market.  Plus, when it comes to a 401k, most adults don't think they pay any fees.  Sadly, you do and they discuss how to locate those hidden fees.   For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com 

The Concerns of a Shaky Market

A special episode this week as we listen to Matt Deaton's conversation with NFL veterans Andre Reed and Michael Irvin from the Pump Brothers Foundation Charity Gala. They discuss motivation, what they like about the current NFL style, financial security and best advice they have received.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com  

NFL Vets Andre Reed and Michael Irvin Get Motivated

In this episode Damon and Matt detail how you should be more comfortable spending your money in retirement. Plus, how a portfolio review can find the issues that you may never see and that includes tax strategies. They offer some tips on how even though taxes will go up in the future, you may still pay less in taxes even with an income of zero. There are options to use with your IRA and 401k in savings now that could directly affect your retirement needs.   For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

It's Your Money, Go Spend it!!

World Series Champion, All Star and Mets Hall of Famer Darryl Strawberry sat down with Matt Deaton to discuss an array of topics. Darryl details his upbringing and what lead him down a dark path, to finding trust and financial advice he offers younger players.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

MLB Veteran Darryl Strawberry Talks Mistakes and Trust

President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com  

Uncle Sam is Bringing an Invoice to Your Funeral

In this episode, Damon and Matt discuss that even though stocks are up, this may be the best time for an adjustment to your financial portfolio. Plus, we hear the phrase "taxes are on sale", but what does that mean and for how long? Damon and Matt discuss what you can do now to prepare for upcoming tax changes later.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

Taxes Are On Sale!!

Damon Roberts sat down with BCS National Champion, All-American, NFL Rookie of the Year and 2x Pro Bowler Vince Young. They discuss trusting strangers with your money, which coach was the most influential and advice he gives young players.  For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

Vince Young Talks Financial Confidence

There are things we want and things we need. When you get to retirement, is it time to focus less on the things you want and more on the things you need? Matt details how you can continue to live the life you are accustomed to without cutting back in retirement. Plus, with the return of football how do you tailgate? Are you a park and walk in to the stadium fan or do you show up 8 hours early to tailgate? Either way, you are not alone.  For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com 

Retirement Wants vs Needs

Just in time for the return of football, Matt Deaton had the chance to talk with NFL legend Michael Irvin. They discuss getting motivated, advice for rookies and how trust plays a major factor in both sports and finance.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

Matt Deaton Talks With NFL Legend Michael Irvin

Damon and Matt try to give ideas about how to plan for a successful retirement, but sometimes we like to hear your thoughts.  So, we hit the streets to ask listeners if they have a specific age in mind, as their goal for retiring. From there Matt details if we should have a goal of an age or target number in mind.  For more information on Acute Wealth Advisors or to schedule an consultation, visit www.successinthenewretirement.com 

Is Having a Goal Retirement "Age" a Good Strategy?

Live from the Pump Brothers Foundation Charity Gala, Damon had a chance to talk with First Take host Steven A. Smith. They discuss his beginnings, who he is most proud to know and how he remains financially humble. Plus, the money advice that he still uses daily.  Fore more information on the Pump Brothers dedication to cancer research visit www.haroldpumpfoundation.com For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

ESPN's Steven A. Smith Talks Financial Strategy

Damon and Matt often talk about retirees biggest fear of not having enough or running out of money in retirement. So, what's the SECOND biggest fear they hear from clients? Plus, you have 4 options for your 401(k) when you leave a job. Damon and Matt detail the pros and cons of each.  For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com 

Retirees SECOND Biggest Fear

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

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Success in the New Retirement

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