Success in the New Retirement
by Damon Roberts, Matt DeatonRetirement 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
Copyright: 2024 Damon Roberts, Matt Deaton
Episodes
The Silent Killer: Fees in Retirement Plans
10m · PublishedThis week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.
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Underestimating Your Income Needs in Retirement
10m · PublishedMost adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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Where to Run When the Headlines Get Too Heavy
14m · Published24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
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Losing Confidence While Building Retirement Income
11m · PublishedConfidence 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
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Breaking Down the First Meeting
9m · PublishedDamon 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
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Finding a Sweet Spot in Your Tax Strategy
15m · PublishedHow 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
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Opportunities From High Inflation
17m · PublishedDoes 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.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
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Is a ROTH IRA the Smart Play?
18m · PublishedCan an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
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Time to Get a Little Risky?
11m · PublishedWhen the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears?
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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Three Pillars of a Proper Retirement Plan
21m · PublishedIncome. Protection. Growth. These are the 3 pillars of a proper retirement plan. Damon Roberts and Matt Deaton detail how to build a better portfolio with each strategy in play.
For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
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Success in the New Retirement has 296 episodes in total of non- explicit content. Total playtime is 69:40:38. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 20:10.