Matt Deaton explains how there could be opportunities in a down market that you may not have heard of. Plus, how to handle an inheritance if you don't want your kids to become entitled. Finally, what can we learn about retirement planning from a gas station?

For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton detail the latest CPI number and if will lead to a recession. Plus, how the 2022 market has caused anxiety for some adults planning for retirement and finally, should we buckle up for a 2-3 year recovery in the market?

For more information on Acute Wealth Advisors or to schedule a complimentary consultation, visit www.successinthenewretirement.com or call 480-680-6868. 

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Matt Deaton and Damon Roberts discuss their 2023 outlook and if we should continue to be in protection mode due to a volatile market or if we can take a little more risk. Plus, what can we expect from the SECURE ACT 2.0 and how will it affect our retirement planning. Finally, understanding and more importantly recognizing fees in retirement plans. 

For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton recap a rough 2022 in the market and more importantly, what lessons we can learn from it. Plus, should we be making "Retirement Resolutions" into the new year and finally, is the bottom coming to the market?

For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton talk about "speculation" and how it should not be a word used when making a retirement plan. Plus, is the 4% rule still a valuable asset or are there better options?

For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton talk you through a forced retirement and why it may not be all bad, but what you need to do first to protect your assets. Plus, is it possible to be over diversified in your portfolio?

For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton discuss the latest CPI number and how this will affect the talk of a recession in 2023. Plus, after a rough year, are bonds finally making a comeback and finally, one analyst is already stressing about 2024! Too soon or valid points?

For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts and Matt Deaton discuss why some talking heads think the 2023 market will be better than we have seen while others say we need to prepare for a major recession. Plus, the mistakes we make when overlooking a proper tax strategy, 

For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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Damon Roberts details some adjustments you may need to make as we prepare to flip the calendar to 2023 and how Tax Loss Harvesting could benefit your portfolio. Also, Damon clears up some confusion with a ROTH 401k and a ROTH IRA. Finally, the power of a 2nd opinion in the new year. 

For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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Matt Deaton details the advantages of having a smaller firm that serves the community without the clients getting lost in the shuffle. Plus, the latest CPI number is out, does it signal the beginning of the end of record high inflation? Finally, why a layoff could be the best retirement move you never wanted. 

For more information on Acute Wealth Advisors or to schedule a complimentary consultation call 480-680-6868 or visit www.successinthenewretirement.com 

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