Damon Roberts and Matt Deaton detail the first appointment and what you can expect from the team at Acute Wealth Advisors. Plus, how to properly plan for the unexpected expenses of Long Term Care. 

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

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How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

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

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Does high inflation present any positive opportunities? Damon and Matt detail some of the biggest issues facing the Valley and why a 2nd opinion is not as uncomfortable as some make it seem. 

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

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Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. 

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

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When the market is down we go to safety, but what about when the market is up? Is now a good time to be a little risky? The number one fear of adults in retirement is undefeated. How can Acute Wealth calm those fears?

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

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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 

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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 

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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 

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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 and check out his official website.

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

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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 

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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.successinthenewretirement.com  

See omnystudio.com/listener for privacy information.