Breaking Down the First Meeting

Released Tuesday, 30th April 2024

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Breaking Down the First Meeting

Tuesday, 30th April 2024

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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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From The Podcast

Success in the New Retirement

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://bit.ly/2ZA7htyFacebook: http://bit.ly/31LRNofLinkedIn: http://bit.ly/2Y3OBSG

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