Only 27% of adults truly understand how much they are paying in 401(k) fees. Damon Roberts and Matt Deaton detail how they help mitigate unknown fees in your portfolio. Plus, portfolio risk is up 25% over the last 2 years. Damon and Matt explain how to make your money last in retirement despite the risks that come with a volatile market. 

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 begin this episode explaining why both intimidation and procrastination are some of the main reasons adults are scared to call a financial advisor. Plus, how you can be frugal and live your life without cutbacks in retirement. Finally, we dive into the love/hate relationship with RMDs. 

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

See omnystudio.com/listener for privacy information.

Matt Deaton and Damon Roberts remind you that in 2022 it's better to set a goal over a resolution. They add a few of their own personal goals for the audience going into the new year. Plus, what are people most concerned about in 2022? COVID? Inflation? Taxes? Damon and Matt talk about what the community remains on edge about regarding their financial security this year. 

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

See omnystudio.com/listener for privacy information.

In this episode Damon Roberts and Matt Deaton discuss the red-hot market, which has made a lot of stock portfolios look great compared to last year. They talk about the need to rebalance percentages in terms of stocks versus bonds. Plus, the pros and cons of a face to face vs virtual meeting. 

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

See omnystudio.com/listener for privacy information.

In this episode Damon Roberts and Matt Deaton discuss the volatility in the market and if a serious downturn could be on the way. Plus, the other hot topic continues to be inflation. Damon and Matt detail how rising cost of daily goods can affect your 401k and the steps you can take to limit the damage. 

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

See omnystudio.com/listener for privacy information.

In this episode Damon Roberts and Matt Deaton discuss your benchmarks. Most retirees use the market as how to judge their risk in a portfolio. Damon explains how we want the good, but not the bad so setting a benchmark should vary depending on the market. Plus, as we wrap 2021, what do you need to do now to prepare for 2022?

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

See omnystudio.com/listener for privacy information.

We often hear about the "4% Rule" regarding your investments, but the reality is there may not be an ideal number for how much you withdraw. Damon detials why that number should never be set in stone. Plus, what about your retirement age? Do you have an age or a specific amount saved for your "end date" in retirement. Damon and Matt discuss the pros an cons of having an end date. 

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

See omnystudio.com/listener for privacy information.

In this episode, Damon Roberts and Matt Deaton talk over the latest inflation trends and what adjustments you can (and should) make by then end of the year. Plus, is there an accurate "age" we should all plan to retire and what happens if you want to re-enter the work force after you retire. 

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

See omnystudio.com/listener for privacy information.

In this episode Damon Roberts and Matt Deaton discuss the financial numbers from online Holiday shopping and Cyber Monday and explain that despite what the headlines say, the economy is in a good spot. Plus, should we be more afraid of the new COVID strain or how the government reacts to it?

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

See omnystudio.com/listener for privacy information.

In this episode, Damon and Matt discuss the massive amount of cash about to flood the economy, in the form of inheritance. They offer some tips on how to handle life changing money. Plus, advice on End Of Year Checklists that could affect you well into the new year. 

For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com  

See omnystudio.com/listener for privacy information.