What do Bill Murray, inherited IRAs, and the 84-trillion-dollar wealth transfer have in common? In this episode, Damon Roberts and Matt Deaton explore the financial and emotional realities of passing down wealth, the tax traps of inherited IRAs, and how to avoid costly mistakes. Plus, a candid conversation with Bill Murray on quality of life, investing regrets, and why restaurants might be the worst investment ever. It’s a mix of humor, insight, and practical retirement planning you won’t want to miss.

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What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs.

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Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and reveal why efficient income planning can help you retire sooner and with more freedom. Whether you're behind on savings or ready to optimize your nest egg, this episode offers practical steps to build a retirement plan that works for you.

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What’s the cost of waiting to plan for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton tackle the hesitation many feel about working with a financial advisor—and why that delay could cost you options and income. They break down the importance of fiduciary standards, hidden fees, and how to vet your advisor like you vet your favorite restaurant. If you’re in your 50s or beyond, this episode is your playbook for transitioning from growth to protection—and retiring with confidence.

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In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management.

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This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of bonds in investment strategies and the necessity of understanding tax implications for effective retirement planning.

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

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In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the current state of 401(k) accounts, the impact of market volatility on retirement portfolios, and the importance of having a solid financial plan. They emphasize the need for effective risk management and the emotional aspects of investing, particularly during turbulent times. The conversation also covers what new clients can expect during their initial consultation with Acute Wealth Advisors, highlighting the importance of understanding one's financial situation and the potential pitfalls of common investment strategies.

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

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This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions.

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

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This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value of seeking professional advice. Additionally, the hosts explore the role of annuities in providing stable income during retirement and compare them to traditional pensions, highlighting the flexibility and control that annuities can offer.

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

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This week on Success in the New Retirement, Damon Roberts and Matt Deaton discuss the importance of trust in financial advisory, the evolving concerns of retirees, effective income strategies for retirement, and the critical role of tax planning. They emphasize the need for comprehensive financial education and the value of personalized retirement plans that address individual needs and concerns.

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

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