Success in the New Retirement
By Damon Roberts, Matt Deaton
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Category: Investing
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Episodes: 262
Description
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
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| Episode | Date |
|---|---|
|
Breaking Down the First Meeting
|
Apr 30, 2024 |
|
Finding a Sweet Spot in Your Tax Strategy
|
Apr 23, 2024 |
|
Opportunities From High Inflation
|
Apr 16, 2024 |
|
Is a ROTH IRA the Smart Play?
|
Apr 09, 2024 |
|
Is Now The Time to Get Risky In Retirement?
|
Apr 02, 2024 |
|
Three Pillars of a Proper Retirement Plan
|
Mar 26, 2024 |
|
Knowing Your Budget in Retirement
|
Mar 19, 2024 |
|
Spring Cleaning Your Retirement Tax Strategy
|
Mar 14, 2024 |
|
Acute Wealth Takes Over Nashville With George Birge
|
Mar 12, 2024 |
|
Retiring on $1M or Less
|
Mar 05, 2024 |
|
Tax Scams Targeting Your Retirement Plan
|
Feb 27, 2024 |
|
Can You Retire With Less Than $5 Million?
|
Feb 15, 2024 |
|
Updating Your ROTH Strategy
|
Feb 13, 2024 |
|
Do You Need One More Year to Retire?
|
Feb 06, 2024 |
|
Is the Risk Worth the Reward in Retirement?
|
Jan 30, 2024 |
|
Hot Dogging Your Retirement
|
Jan 23, 2024 |
|
Why We Don't Seek Retirement Help: Unveiling the Truth
|
Jan 16, 2024 |
|
Setting Financial Goals, Not Resolutions
|
Jan 09, 2024 |
|
Preparing for the Expiring Trump Tax Cuts
|
Dec 13, 2023 |
|
Updates to Your 401k Strategy
|
Dec 12, 2023 |
|
Love/Hate Relationship with Annuities
|
Dec 07, 2023 |
|
Political Side of Investing
|
Dec 05, 2023 |
|
What to Expect in the First Appointment
|
Nov 28, 2023 |
|
Stop Fudging the Retirement Numbers!!
|
Nov 21, 2023 |
|
Your Money Lost & Found
|
Nov 14, 2023 |
|
Do This Before the End of 2023
|
Nov 07, 2023 |
|
49% of Adults Must Be Confused About Taxes
|
Oct 31, 2023 |
|
Three Pillars of a Proper Financial Plan
|
Oct 24, 2023 |
|
Damon Roberts Conversation with Dr. Roger Ibbotson
|
Oct 17, 2023 |
|
A "Swift" Tax Strategy
|
Oct 10, 2023 |
|
Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson
|
Oct 03, 2023 |
|
Tax Advantages of ROTH IRA
|
Sep 26, 2023 |
|
Learn a root cause of inflation and when to [never] rely on TikTok for retirement advice
|
Sep 19, 2023 |
|
Only 35% of Adults Get "This" Right
|
Sep 12, 2023 |
|
Voting With Your Wallet
|
Sep 05, 2023 |
|
$53 Trillion Up For Grabs - Who Wants It?!
|
Aug 29, 2023 |
|
Boomers Are Getting Left Behind
|
Aug 21, 2023 |
|
Is Mickey Worth The Stress?!
|
Aug 14, 2023 |
|
Questionable Advice from a Billionaire
|
Aug 07, 2023 |
|
How Big is Your Paycheck?!
|
Jul 31, 2023 |
|
Building Income Through an Annuity
|
Jul 24, 2023 |
|
Aloe for Your Burned Portfolio
|
Jul 17, 2023 |
|
Most Common Needs Ignored
|
Jul 10, 2023 |
|
What Do Adults Really Want?!
|
Jul 03, 2023 |
|
Misconceptions About Annuities
|
Jun 26, 2023 |
|
What Do Retirees Really Want?
|
Jun 19, 2023 |
|
Finding Your Tax Strategy
|
Jun 12, 2023 |
|
Building Confidence in a Plan
|
Jun 05, 2023 |
|
When Snooping is Encouraged
|
May 29, 2023 |
|
3 Legs to a Full Financial Plan
|
May 22, 2023 |
|
How DIY Could Mean DONT
|
May 17, 2023 |
|
Challenges & Solutions for Women in Retirement
|
May 15, 2023 |
|
Country Superstar Lainey Wilson Talks Trust
|
May 10, 2023 |
|
Pitfalls of Using 401k for Emergencies
|
May 08, 2023 |
|
Advice for the Nervous Investor
|
May 01, 2023 |
|
Tax Freedom Day.. That Isn't
|
Apr 24, 2023 |
|
Dangers of Timing the Market
|
Apr 17, 2023 |
|
How Much is TOO Much?!
|
Apr 10, 2023 |
|
Stop Listening to Your Family
|
Apr 03, 2023 |
|
Why 64% of Retirees Can't Sleep Comfortably
|
Mar 27, 2023 |
|
Did We Learn NOTHING From 2008?!
|
Mar 20, 2023 |
|
Power of Patience
|
Mar 13, 2023 |
|
Retirement Lessons from... Justin Bieber?
|
Mar 06, 2023 |
|
Most Common Retirement Fear
|
Feb 20, 2023 |
|
Trusting a 90% FAILURE Rate?!
|
Feb 13, 2023 |
|
Taking the "Brady" Approach to Retirement
|
Feb 06, 2023 |
|
Retirement Lessons While Pumping Gas
|
Jan 30, 2023 |
|
Buckle Up: 2-3 Years of Recovery is Possible
|
Jan 23, 2023 |
|
2023 Outlook
|
Jan 16, 2023 |
|
Lessons From a Rough 2022
|
Jan 09, 2023 |
|
Laziest Word in Financial Planning
|
Jan 02, 2023 |
|
Smiling Through a Forced Retirement
|
Dec 26, 2022 |
|
Too Soon to Stress About the 2024 Market?!
|
Dec 19, 2022 |
|
2023: Banner Year or Bad Recession?
|
Dec 12, 2022 |
|
Do You Have Time To Recover?
|
Dec 05, 2022 |
|
How to Supersize Your Retirement Plan
|
Nov 21, 2022 |
|
Trickle Down Layoffs
|
Nov 16, 2022 |
|
Is $1.2M Enough to Retire?
|
Nov 07, 2022 |
|
Safe to "time" the Market?
|
Oct 31, 2022 |
|
Time to Consider Delaying Retirement?
|
Oct 24, 2022 |
|
Changes To Your RMD
|
Oct 17, 2022 |
|
An Economic Milestone That Will Affect Your Grandkids Kids
|
Oct 10, 2022 |
|
Even E.T. Needs a Tax Strategy
|
Oct 03, 2022 |
|
it's Tax Harvesting Season!
|
Sep 26, 2022 |
|
What the Latest CPI Numbers Really Mean
|
Sep 20, 2022 |
|
Your Net Worth is Worthless
|
Sep 12, 2022 |
|
Playing Politics
|
Sep 05, 2022 |
|
Creating a "Degenerate" Bucket
|
Aug 29, 2022 |
|
"Fatal Flaw" in Target Date Funds
|
Aug 22, 2022 |
|
Understanding The Inflation Reduction Act
|
Aug 15, 2022 |
|
Is the Worst Yet To Come?
|
Aug 08, 2022 |
|
"Experts" To Avoid in Financial Planning
|
Aug 01, 2022 |
|
Being Happy While Jobless
|
Jul 25, 2022 |
|
Relief From Record High Inflation
|
Jul 18, 2022 |
|
When Snooping is Acceptable
|
Jul 11, 2022 |
|
Defining a "Mild" Recession
|
Jul 04, 2022 |
|
Preparing for a Recession
|
Jun 27, 2022 |
|
Finding Perspective in a Down Market
|
Jun 20, 2022 |
|
Uncomfortable Questions to Ask Your Advisor
|
Jun 15, 2022 |
|
Vice President Mike Pence
|
Jun 13, 2022 |
|
Summer Predictions - The Good and Bad
|
Jun 06, 2022 |
|
Benefits of a Recession
|
May 30, 2022 |
|
Finally, Some Inflation Relief?!
|
May 23, 2022 |
|
Bill Murray Joins Success in the New Retirement
|
May 18, 2022 |
|
Silver Lining to a Recession?
|
May 16, 2022 |
|
Handling Work Anxiety
|
May 09, 2022 |
|
America Is Not built For 4-Day Work Weeks
|
May 02, 2022 |
|
Limiting Damage Caused By Inflation
|
Apr 27, 2022 |
|
What is a Market Contraction? Is it Painful?
|
Apr 25, 2022 |
|
This NBA Hall of Famer Gets It
|
Apr 20, 2022 |
|
Recognizing Hidden Fees
|
Apr 18, 2022 |
|
5th Grade Day Traders
|
Apr 13, 2022 |
|
Is the Fed Flip Flopping on Interest Rates?
|
Apr 11, 2022 |
|
Don't Let Taxes Bring You To Tears
|
Apr 06, 2022 |
|
Inflation Causing Anxiety
|
Apr 04, 2022 |
|
Are you a Karen or a Henry?
|
Mar 30, 2022 |
|
Protection from $5 Gallon Gas
|
Mar 28, 2022 |
|
What We Can Learn From Tom Brady's 4-Week Retirement
|
Mar 23, 2022 |
|
Is There a Silver Lining to Interest Rate Hikes?
|
Mar 21, 2022 |
|
The Wrong Ways to Plan for Retirement
|
Mar 16, 2022 |
|
Questions We Are Afraid to Ask
|
Mar 14, 2022 |
|
Getting the SOTU Treatment
|
Mar 09, 2022 |
|
Perspective on Ukraine
|
Mar 07, 2022 |
|
Legacy Planning For a Train Wreck of a Family
|
Mar 02, 2022 |
|
Combatting Interest Rate Hikes
|
Feb 28, 2022 |
|
Stop Being So Emotional!
|
Feb 23, 2022 |
|
3 Keys to Navigating a Shaky Market
|
Feb 21, 2022 |
|
Are You Tough Enough?
|
Feb 16, 2022 |
|
Time To Get Defensive With Your Portfolio?
|
Feb 14, 2022 |
|
Importance of "Memory" Money
|
Feb 07, 2022 |
|
RMD, QCD and $21T
|
Feb 02, 2022 |
|
Hang On Tight or Protect Your Assets?
|
Jan 31, 2022 |
|
Don't Sleep on Your Estate Plan
|
Jan 26, 2022 |
|
Fear of Monday Causing Anxiety
|
Jan 24, 2022 |
|
Uncle Sam Wants Your Drug Money
|
Jan 19, 2022 |
|
Only 27% of Adults Get it Right
|
Jan 17, 2022 |
|
Be Frugal But Spend Your Money!
|
Jan 12, 2022 |
|
Ignore Those Resolutions in 2022
|
Jan 07, 2022 |
|
Power of Getting In Your Face
|
Dec 27, 2021 |
|
Preparing for a Market Downturn?
|
Dec 20, 2021 |
|
Defining Your Benchmarks
|
Dec 15, 2021 |
|
Circling Your End Date
|
Dec 13, 2021 |
|
Griswold Family Inflation
|
Dec 08, 2021 |
|
What's More Dangerous: COVID or the Governments Reaction?
|
Dec 06, 2021 |
|
$68 Trillion Up For Grabs. Who Wants It?!
|
Nov 29, 2021 |
|
What Millennials Can Teach Us About Investing
|
Nov 22, 2021 |
|
Do Trends Indicate a Market Downturn?
|
Nov 17, 2021 |
|
Inflations Biggest Surge in 30 Years! What's Next?
|
Nov 15, 2021 |
|
I-Bonds and Why They Could Be A Great Option
|
Nov 10, 2021 |
|
Biggest Mistakes in Choosing An Advisor
|
Nov 08, 2021 |
|
Retirement Mistakes to Avoid
|
Nov 03, 2021 |
|
Preparing Your End of Year Financial Checklist
|
Nov 01, 2021 |
|
Life Hacks for Retirement
|
Oct 27, 2021 |
|
New Trend in Annuities Gaining Popularity
|
Oct 25, 2021 |
|
It's Time to Eliminate the Debt Ceiling
|
Oct 18, 2021 |
|
Necessary 4th Quarter Adjustments
|
Oct 11, 2021 |
|
The Concerns of a Shaky Market
|
Oct 05, 2021 |
|
NFL Vets Andre Reed and Michael Irvin Get Motivated
|
Sep 29, 2021 |
|
It's Your Money, Go Spend it!!
|
Sep 27, 2021 |
|
MLB Veteran Darryl Strawberry Talks Mistakes and Trust
|
Sep 22, 2021 |
|
Uncle Sam is Bringing an Invoice to Your Funeral
|
Sep 20, 2021 |
|
Taxes Are On Sale!!
|
Sep 15, 2021 |
|
Vince Young Talks Financial Confidence
|
Sep 13, 2021 |
|
Retirement Wants vs Needs
|
Sep 08, 2021 |
|
Matt Deaton Talks With NFL Legend Michael Irvin
|
Sep 06, 2021 |
|
Is Having a Goal Retirement "Age" a Good Strategy?
|
Sep 01, 2021 |
|
ESPN's Steven A. Smith Talks Financial Strategy
|
Aug 30, 2021 |
|
Retirees SECOND Biggest Fear
|
Aug 25, 2021 |
|
Is A Bank Still A Safe Spot For Your Money?
|
Aug 23, 2021 |
|
Becoming Emotionally Detached
|
Aug 18, 2021 |
|
This is Not Something to Lose Sleep Over!!
|
Aug 16, 2021 |
|
Will New COVID Cases Cause a Financial Panic?
|
Aug 11, 2021 |
|
Finding That Retirement Sweet Spot
|
Aug 09, 2021 |
|
Defining Your Financial Personality Pt. 2
|
Aug 04, 2021 |
|
It's Your Money, GO SPEND IT!!
|
Aug 02, 2021 |
|
Inflation: Much Ado About Nothing?
|
Jul 26, 2021 |
|
What's Your Financial Personality? Are You An Ostrich?
|
Jul 21, 2021 |
|
Best & Worst States to Retire
|
Jul 19, 2021 |
|
Retirement Check Up: Is It Really Necessary?
|
Jul 14, 2021 |
|
Financial Advisor vs Retirement Advisor: What's the Difference?
|
Jul 12, 2021 |
|
Are You Really Prepared For Retirement?
|
Jul 05, 2021 |
|
Let Me Work From Home Or I'm Quitting!
|
Jun 30, 2021 |
|
Managing Millionaires and Emotions
|
Jun 23, 2021 |
|
Financial AND Life Advice From Dad
|
Jun 21, 2021 |
|
Can You Really Replace Your FULL Paycheck in Retirement?
|
Jun 16, 2021 |
|
New Biden Retroactive Tax and Being Charitable in Retirement
|
Jun 14, 2021 |
|
Often Overlooked Retirement Cost
|
Jun 09, 2021 |
|
Retirement Questions Google Can't Answer
|
Jun 07, 2021 |
|
Uncomfortable Conversations That You Should Have
|
Jun 02, 2021 |
|
Biggest Regrets In Retirement
|
May 30, 2021 |
|
Dissecting The Biden Tax Plan with Mike Canet
|
May 22, 2021 |
|
Your Real Estate Tax Could See A Massive Increase
|
May 19, 2021 |
|
Cryptocurrency 101: Is It Worth The Risk?
|
May 17, 2021 |
|
"Hootie" Comes Strong With Financial Advice
|
May 12, 2021 |
|
Husband vs Wife and The Roles in Financial Planning
|
May 10, 2021 |
|
What Age Are You The Happiest?
|
May 07, 2021 |
|
Common Retirement Planning Errors
|
May 05, 2021 |
|
Avoid These 401k Mistakes
|
May 03, 2021 |
|
Stop Letting Taxes Control Your Emotions
|
Apr 26, 2021 |
|
Hidden Fees Are Killing Your Portfolio
|
Apr 23, 2021 |
|
Taking a Pension Buyout
|
Apr 21, 2021 |
|
Tax vs Investing Strategy: Why One Is More Important
|
Apr 19, 2021 |
|
Diversifying Multiple Accounts
|
Apr 15, 2021 |
|
Why a Tax Strategy is More Important Than a Tax Plan
|
Apr 14, 2021 |
|
Why the Upcoming Tax Increase is a Colossal Lie
|
Apr 12, 2021 |
|
A Tax on the Wealthy That Will Affect ALL Income Levels & Small Businesses
|
Apr 07, 2021 |
|
COVID Is Eliminating Years Off Your Retirement
|
Apr 05, 2021 |
|
ROTH Conversion vs ROTH Contribution
|
Mar 31, 2021 |
|
What's Up With Gas Prices and Post Pandemic Inflation
|
Mar 29, 2021 |
|
What to do with an Inheritance and Legacy vs. Estate Planning
|
Mar 22, 2021 |
|
Another Week, Another Tax and Why Inflation Should be a Top Concern
|
Mar 15, 2021 |
|
#1 Concern in Retirement Planning
|
Mar 08, 2021 |
|
Your Retirement Caddy and Having Blind Faith in an Advisor
|
Mar 01, 2021 |
|
Tax Planning vs. Tax Preparation and Best Option for an Inheritance
|
Feb 22, 2021 |
|
Success in the New Retirement Podcast
|
Feb 09, 2021 |
|
Success in the New Retirement Podcast
|
Feb 01, 2021 |
|
Success in the New Retirement Podcast
|
Jan 25, 2021 |
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Success in the New Retirement Podcast
|
Jan 18, 2021 |
|
Success in New Retirement Podcast
|
Jan 11, 2021 |
|
Success in the New Retirement Podcast
|
Jan 04, 2021 |
|
Success in the New Retirement
|
Dec 21, 2020 |
|
What Questions Do You Have for a Financial Advisor?
|
Dec 01, 2020 |
|
What Will Tax Rates Look Like in 2021?
|
Nov 24, 2020 |
|
Evaluating Your 401(k) Statement
|
Nov 17, 2020 |
|
Election Aftermath
|
Nov 10, 2020 |
|
What Happens After Tuesday?
|
Nov 02, 2020 |
|
Trump, Biden & Your Taxes
|
Oct 27, 2020 |
|
Election Protection
|
Oct 20, 2020 |
|
Your Year-End Financial To-Do List
|
Oct 13, 2020 |
|
What Can Fantasy Football Teach You About Investing for Retirement?
|
Oct 06, 2020 |
|
Is It Time for a Second Opinion?
|
Sep 29, 2020 |
|
What to Consider If You Get an Early Retirement Offer
|
Sep 22, 2020 |
|
Do Politics & Investing Mix?
|
Sep 14, 2020 |
|
Key #5: Reducing Taxes to Make Your Money Last
|
Jun 11, 2020 |
|
What Not To Do During a Financial Crisis
|
May 28, 2020 |
|
Motivate Yourself – With Some Help from Tim Tebow!
|
May 15, 2020 |
|
Celebrities – They’re Just Like Us (When It Comes to Estate Planning)
|
May 01, 2020 |
|
The Wizard of Oz: Ozzie Smith
|
Apr 16, 2020 |
|
5 Things You Can Do About Your Finances (Even While You’re Stuck at Home!)
|
Apr 09, 2020 |
|
The Coronavirus Stimulus Package: What Does it Mean for You?
|
Apr 02, 2020 |
|
Coronavirus: The Wall Street Contagion
|
Mar 18, 2020 |
|
What the SECURE Act Really Means for Retirees
|
Mar 12, 2020 |
|
Key #4: Fees Really Do Matter (Part 2)
|
Feb 25, 2020 |
|
Key #4: Fees Really Do Matter (Part 1)
|
Feb 12, 2020 |
|
Planning for a Long Retirement with Pro Football Hall-of-famer Tim Brown
|
Jan 30, 2020 |
|
Financial Lessons with Shaq
|
Jan 16, 2020 |
|
Goal-Setting for a New Year & New Decade
|
Jan 01, 2020 |
|
Giving Back with NFL Great Anthony Munoz
|
Dec 24, 2019 |
|
Key #3: Don’t Lose It in the First Place
|
Dec 16, 2019 |
|
Stage of Life Investing: The Truth About Target Date Funds
|
Nov 26, 2019 |
|
Key #2: Stage of Life Investing (Part 2 – Distribution)
|
Nov 19, 2019 |
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Key #2: Stage of Life Investing (Part 1 – Accumulation & Preservation)
|
Oct 30, 2019 |
|
Building a Knockout Retirement with Evander Holyfield & Sugar Ray Leonard
|
Oct 07, 2019 |
|
Building a Knockout Retirement With Mike Tyson & Buster Douglas
|
Sep 25, 2019 |
|
From Cowboys to Successful Retirees: Michael Irvin & Emmitt Smith
|
Sep 16, 2019 |
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The Everesting Series: Conquering the Mountain (Part 5)
|
Sep 02, 2019 |
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The Everesting Series: Matt's Finish Line Check-in (Part 4)
|
Aug 26, 2019 |
|
The Everesting Series: Facing Your Fears (Part 3)
|
Aug 19, 2019 |
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The Everesting Series: Camelback Mountain (Part 2)
|
Aug 12, 2019 |
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The Everesting Series: The Training (Part 1)
|
Aug 05, 2019 |
|
Key #1: Diversification vs. Correlation
|
Jul 29, 2019 |
|
Get to Know Matt & Damon (Not to be confused with Matt Damon!)
|
Jul 15, 2019 |