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  • Losing Confidence While Building Retirement Income
    May 7 2024

    Confidence in retirement plans are at an all time low, so how do you remain positive about your plan and build income without stress?

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

    See omnystudio.com/listener for privacy information.

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    11 Min.
  • Breaking Down the First Meeting
    Apr 30 2024

    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

    See omnystudio.com/listener for privacy information.

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    10 Min.
  • Finding a Sweet Spot in Your Tax Strategy
    Apr 23 2024

    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

    See omnystudio.com/listener for privacy information.

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    15 Min.
  • Opportunities From High Inflation
    Apr 16 2024

    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

    See omnystudio.com/listener for privacy information.

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    17 Min.
  • Is a ROTH IRA the Smart Play?
    Apr 9 2024

    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

    See omnystudio.com/listener for privacy information.

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    19 Min.
  • Is Now The Time to Get Risky In Retirement?
    Apr 2 2024

    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

    See omnystudio.com/listener for privacy information.

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    12 Min.
  • Three Pillars of a Proper Retirement Plan
    Mar 26 2024

    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

    See omnystudio.com/listener for privacy information.

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    22 Min.
  • Knowing Your Budget in Retirement
    Mar 19 2024

    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

    See omnystudio.com/listener for privacy information.

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    10 Min.