This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

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

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This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.

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

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Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare.

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

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24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control.

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

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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

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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

See omnystudio.com/listener for privacy information.