show episodes
 
Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
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show series
 
Damon Roberts and Matt Deaton discuss the upcoming tax increase and why one market strategist is calling it a colossal lie. They break down how this new tax will impact all income earners and not just the wealthy despite what the Biden Administration have stated. For more information on Acute Wealth Advisors or to schedule and appointment, visit ww…
 
Matt Deaton and Damon Roberts detail a proposed tax change that will affect more than high income earners. President Biden said the new tax would only be for those who make more than $400,000 a year, but Matt and Damon explain that it will trickle down to every income earner. Plus, small businesses will also get hit harder than major corporations. …
 
Matt Deaton and Damon Roberts discuss why COVID could delay your retirement plans by up to 2 years. However, they detail how the pandemic could create unexpected additional savings in your portfolio. For more information on Acute Wealth Advisors or to schedule a consultation visit www.successinthenewretirement.com…
 
We have a lot to unpack in this weeks show starting with a possible price hike on the everyday items like groceries, clothes and household bills. Is this the new normal as we emerge from the COVID shutdown? Plus, Matt explains the reality behind rising gas prices and if it's just politics or economics. For more information or to set up an consultat…
 
Receiving an inheritance can be emotionally overwhelming. It's a great way to honor a loved one, but what should you do when you get a substantial check? This week Matt and Damon discuss the first steps you should take with an inheritance and why you should hold off on immediately getting a new car. Plus, they break down the differences between Est…
 
This week Damon and Matt discuss the proposed "wealth tax" and while the claim is it will only affect the top 1%, the reality is that everyone will get hit, regardless of your income level. Also, the Fed isn't concerned about inflation, but they should be. With a new stimulus package and the country recovering from COVID, inflation rates could be o…
 
This week we spend some time getting to know more about Damon, Matt and the team from Acute Wealth Advisors. What they specalize in, what their goals are and the things we learn from our Grandparents regarding financial confidence. Plus, what's the biggest concern in retirement planning and why we should stop comparing financial advisors to doctors…
 
This week Damon and Matt discus real estate trends which include couples buying a hew home without stepping foot inside first. Is this acceptable in retirement planning or is it just the new normal. Plus why advisors are like "caddies" for your finances and why you should be more confident in your game of retirement.…
 
A new survey says people have a lot of questions about their retirement, but many haven’t addressed them. This week, Damon & Matt tackle the most common questions and what you need to consider asking if you meet with a financial advisor. Ask your questions at www.successinthenewretirement.com, and catch “Success in the New Retirement” Saturdays at …
 
Under a Biden presidency, what will tax rates look like next year? And if they head higher, what can you do about it right now? Matt discusses the year-end moves you might want to make, and what kind of difference that can make for your retirement. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in …
 
When’s the last time you took a close look at your 401(k) statement? Well, don’t miss this week’s episode as Damon & Matt break down what Jennifer noticed in her own quarterly statement. They’ll explain what you might – or might not – notice and why it matters to your retirement success. Schedule a time for your year-end review at www.successinthen…
 
This presidential election was a close one – and it turns out, Wall Street gave us some early clues about how close it might be. Matt discusses that this week, plus why the measure to tax the wealthy in Arizona may trickle down to other taxpayers as well. Find out how the changes could affect you. Schedule a time for your year-end review at www.suc…
 
Americans may be on pins and needles waiting for the outcome of Tuesday’s presidential election, but where will the market head from here? And what about taxes? Damon & Matt give some financial perspective on the election, and discuss the moves you might want to consider no matter who’s in the White House for the next four years. Schedule a time fo…
 
Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are askin…
 
The election is (finally!) around the corner, but how will the outcome on November 3rd affect how much you pay in taxes? Damon & Matt break down some of the proposals on this week’s episode. There’s still time to get a retirement tax strategy together in 2020. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch …
 
You probably have your own ideas about who you’d like to win in November, but what would Wall Street prefer? We’ll hear from a market historian who says it might not matter. Plus, Damon & Matt break down why taxes do matter in the upcoming election. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in…
 
With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.…
 
Let’s face it…a lot has changed for many of us in 2020. That makes year-end financial planning even more important. This week, Damon & Matt discuss the things you should be thinking about over the next couple of months – and why making moves now could help you save more in the future. Schedule a time for your year-end review at www.successinthenewr…
 
One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong,…
 
Feel like you’re spending a lot of time on your fantasy football team this season? Don’t feel too bad about it! It can actually teach you something about building a winning retirement portfolio. Damon & Matt explain the lessons we can take away from it – and how to evaluate the “players” in your portfolio. Have a question for us? Drop us an e-mail …
 
This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN cont…
 
Is planning for retirement any easier if you earn a nice living? Not necessarily! Damon & Matt explain why even doctors may need a second opinion on their retirement plan. Schedule a time to go over your questions at www.successinthenewretirement.com, and catch “Success in the New Retirement” Saturdays at 6 p.m. on KTAR. Be sure follow us on social…
 
One of the side effects of the COVID 19 pandemic is a wave of early retirement offers from companies trying to trim their bottom line, and more of those offers are expected this fall. Damon & Matt discuss what to consider if you’re on the receiving end of one of those offers. Connect with us at www.successinthenewretirement.com. And catch “Success …
 
Wondering how the upcoming election could affect your finances? This week’s episode is for you! Hear Warren Buffett’s take on mixing politics with investing. Plus, Damon & Matt break down what’s happened historically during election years. Get our free report on “The Election and Your Finances” at http://successinthenewretirement.com. And catch “Su…
 
Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt t…
 
It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and…
 
As amateur golfers, we often watch tournaments and pick up a few tips from the pros to try to improve our swing and go the distance on the fairway. Wes and Austin share experiences from their own game, and spotlight 4 lessons from the golf course that can help investors like you with your financial long game… And more importantly, how to stay the f…
 
When working towards financial freedom, sometimes you’re seeking a little independence from your current retirement accounts. It’s common for investors to wonder “should I rollover my 401(k)?” Since there are various factors to consider… Wes addresses why you need to look at not only your 401(k) performance but fees, taxes and more. Plus, find out …
 
For the first time since 2009, in February we officially entered a recession… and economists say that in May we wrapped up the shortest recession in U.S. history. Wes points out how chapter 11 filings and bankruptcy protection for major companies jumped in April and March, yet the market is back up! If you feel that Main Street doesn’t match Wall S…
 
Congress just spent trillions to address the coronavirus crisis, and that could lead to much higher tax rates in the future. But Damon & Matt think it’s time to get rid of the defeatist attitude on taxes, and take control! This week, they explain ways to build tax efficiency into your retirement strategy. Have questions about things like Roths or R…
 
Planning for mortality isn’t enjoyable. However, planning in advance for this transition of life can make the future much easier for your loved ones. Wes explains how settling your estate can cost your family additional heartache and years of time and money due to the probate process. He even offers simple tips you can implement today to make sure …
 
It’s easy to make emotional decisions when we see what’s happening in the headlines, but sometimes it’s what you don’t do that can have the biggest impact on your long-term success. This week, Damon & Matt discuss the biggest financial don’ts during the coronavirus crisis. Have a question? Drop us an e-mail at www.successinthenewretirement.com. Be …
 
At about the same time major sporting events were canceled and casinos closed due to the pandemic, stock trading began to increase amongst retail investors. Investors and gamblers do have the same goal: They want more money in their pockets! Despite this similarity, Wes explains how they couldn't be more different.…
 
Times may be tough, but there’s still a lot left to accomplish with our lives. This week, hear some words of inspiration from retired football star, current baseball star, sports analyst and author Tim Tebow. He explains how getting back to fundamentals and finding your purpose can lead to great success. Need more motivation? Pick up a copy of Damo…
 
Whether you’re long-distance or socially distanced, Wes & Kristen share ideas of how to celebrate mom this Mother's Day weekend! They also share stories of the lessons their mothers instilled, and how those values have come full circle. This episode is a good reminder for all to not let a day go by without letting mom know how much she means to you…
 
If during these tough times you’ve been offered an early retirement buyout, you’re faced with some hard choices. Yes… Your retirement could be very different than you expected, but not necessarily! Before you rush into a decision that could impact you and your family for the rest of your life, listen as Wes explains how to step back and best evalua…
 
Does the current health crisis have you thinking about finally getting started on an estate plan? It might be easier than you think. But you might be surprised by how many people fail to plan ahead for their families – even celebrities! This week, Damon & Matt explain the mistakes that celebs like James Gandolfini, Prince & Aretha Franklin have mad…
 
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