Three Pillars of a Proper Retirement Plan
Income. 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
Knowing Your Budget in Retirement
Is $6k enough per month in retirement? Too much? Why do some "experts" think they know how much YOU need in a monthly budget? Plus, now to take the emotions out of the market. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Spring Cleaning Your Retirement Tax Strategy
Spring is more than just "spring cleaning" your house or garage, it also means an opportunity to clean up your retirement portfolio. Plus, a common example of a horrible tax strategy. For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
Acute Wealth Takes Over Nashville With George Birge
Damon Roberts shined up his cowboy boots to meet Country Music Icons and the up-and-coming stars of the future at CRS in Nashville. George Birge is a singer/songwriter from Austin Texas and sat with Damon to discuss family, music and life advice. Experience the sound of George Birge on Spotify an…
Retiring on $1M or Less
How long can $1M last in retirement? The results are interesting, but not impossible, especially if you have the right plan. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
Tax Scams Targeting Your Retirement Plan
It's tax season and scammers are after your returns. Matt Deaton and Damon Roberts offer tips to avoid tax scammers that come out this time of the year. Plus what is the "great reset" and how can it damage your plan? For more information or to schedule a consultation call 480-680-6868 or visit www…
Can You Retire With Less Than $5 Million?
Matt Deaton details the mission and goals for the team at Acute Wealth Advisors and explains how to help pre-retirees reach their financial goals. Plus, can you successfully retire on $5M? One "shark" doesn't think so. For more information or to schedule a consultation call 480-680-6868 or visit …
Updating Your ROTH Strategy
A ROTH could be an excellent option for your retirement plans because of the tax advantages. Damon Roberts and Matt Deaton detail the steps to creating a better strategy in retirement. Plus, while some schools are dumbing down their classes, we have a story of one county doing more to prepare kids …
Do You Need One More Year to Retire?
A lot of adults will have a date circled on the calendar for retirement, but as it gets closer, they may say "I just need one more year." That phrase can be damaging to adults not just emotionally, but it can also cause problems in a portfolio. Damon Roberts and Matt Deaton detail how "one more yea…
Is the Risk Worth the Reward in Retirement?
WWE announced a 10 year $5 Billion deal with Netflix to be the exclusive streaming service for their wrestling content. This is a huge gamble for both WWE and Netflix, but is the risk worth the reward? Matt Deaton explains how long and short term risk can affect a retirement plan. Plus, what happen…