The Exact Wealth Show

Sarah Nugent-Noll joins Morgan Patrick for a conversation about planning retirement around your goals and lifestyle. They discuss the team's three-bucket approach, income and portfolio risk, and ways long-term care considerations can enter a broader plan. Call 800-326-5688 or text EXACT to 600-700 for a complimentary personalized retirement review. The Exact Wealth Show . See omnystudio.com/listen...

In this episode, John Becker discusses the challenges of retirement planning, including retirement drift, the importance of consolidating retirement accounts, and strategies to build a forever paycheck to ensure financial security in retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Pla...

In this episode, Sarah Nugent-Noll discusses the unique retirement challenges women face, including the gender pay gap, career pauses, and longevity, and shares strategies to overcome these hurdles and plan for a secure future.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Planning, 401K, IRA,...

In this episode, John Becker and Sarah Nugent-Noll discuss essential aspects of retirement planning, estate planning, and how to protect yourself from scams. They emphasize the importance of personalized strategies, legal documents, and staying vigilant against fraud to ensure a secure future.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including managing lifetime income, the benefits of Roth conversions, and the innovative bucket strategy to ensure a stress-free retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Plannin...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including Medicare considerations, beneficiary updates, and handling unexpected expenses. They emphasize the importance of personalized strategies and professional guidance to ensure a stress-free retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth...

In this episode, John Becker discusses the importance of guaranteed lifetime income, index strategies, and how to prepare for retirement in a volatile market. He explore recent legislative efforts, index annuities, and media-driven investment trends to help listeners make informed decisions.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or c...

In this episode of The Exact Wealth Show John Becker and Sarah Nugent Noll discuss the top five financial concerns for retirees, including inflation, healthcare costs, market downturns, and strategies to secure a stable retirement. They also offer practical advice on planning, working with professionals, and taking action to ensure a stress-free retirement. If you have any questions about your ret...

In this episode, John Becker and Sarah Nugent-Noll discuss retirement planning strategies, the impact of Social Security changes, and how to prepare for potential benefit reductions. They emphasize the importance of personalized plans and proactive strategies for a secure retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click her...

In this episode, John Becker and Sarah Nugent-Noll from Exact Wealth discuss essential strategies for retirement planning, including managing pensions, avoiding scams, and working in retirement. They provide practical advice to help listeners make informed decisions and secure their financial future.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-...

In this episode, John Becker and Sarah Nugent-Noll discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They explore how to assess your assets, plan for expenses, and ensure a stress-free retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our w...

This episode explores the critical aspects of retirement planning, focusing on longevity risk, guaranteed income strategies, and the importance of proactive planning to ensure a stress-free retirement. Hosted by John Becker and Sarah Nugent-Noll, the show offers insights and practical tips for securing your financial future.  If you have any questions about your retirement call John and Sarah...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including tax-efficient withdrawals, Roth conversions, Medicare surcharges, and the importance of personalized financial strategies for a secure retirement. If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retiremen...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning topics including 401(k) loans, Medicare options, and grandparent gift strategies. They emphasize the importance of proactive planning and working with professionals to ensure a stress-free retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or clic...

In this episode, John Becker and Sarah Nugent-Noll from Exact Wealth discuss critical retirement planning topics including the new Roth catch-up rules, target date funds, and planning for cognitive decline. Learn how to prepare for a secure and stress-free retirement with expert insights and actionable strategies. If you have any questions about your retirement call John and Sarah at Exact Wealth...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including managing concentrated stock positions, charitable giving, inherited IRAs, and estate planning. They emphasize the importance of proactive, holistic planning to ensure a stress-free retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-32...

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning topics including longevity, pension options, inherited IRAs, and the importance of personalized strategies to ensure a secure and enjoyable retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Planning...

The Exact Wealth Show with John Becker and Sarah Nugent-Noll: In this episode, we explore the evolving landscape of retirement, including early retirements, phased retirement options, and how to plan effectively for a secure future. John and Sarah share insights on managing risks, building reserves, and creating a retirement plan that offers peace of mind.  If you have any questions about you...

This episode covers essential retirement planning topics including income strategies, Social Security timing, healthcare costs, estate planning, and long-term care. Hosted by John Becker and Sarah Nugent-Noll, it offers practical advice and opportunities for personalized planning to ensure a secure and confident retirement.  If you have any questions about your retirement call John and Sarah...

In this episode, retirement planning experts John Becker and Sarah Nugent-Noll discuss strategies for building confidence in your retirement plan, including managing risks, understanding Social Security, tax strategies, and the importance of personalized planning.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our websi...

This episode explores how social media influences perceptions of success and wealth, the rise of the FIRE movement, and the importance of strategic retirement planning. Hosts John Becker and Sarah Nugent-Noll share insights on managing financial risks, debunking social media myths, and creating personalized retirement strategies.  If you have any questions about your retirement call John and...

This episode with John Becker and Sarah Nugent-Noll features insights on retirement planning, highlighting common mistakes, strategic advice, and the importance of proactive decision-making for a secure and enjoyable retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Planning, 401K, IRA,...

This episode features expert insights on retirement planning, focusing on income strategies, risk management, and the importance of a holistic approach to secure your financial future. Hosted by John Becker, it offers practical advice and opportunities for personalized consultations.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click her...

This episode explores the role of cash in retirement planning, the importance of diversification, and strategies to balance safety and growth. Hosts John Becker and Sarah Nugent-Noll share insights on how to create a holistic retirement plan that adapts to market volatility and inflation challenges.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5...

This episode explores how to effectively turn your retirement savings into a reliable income stream. Hosted by John Becker and Sarah Nugent-Noll, it covers strategies for income layering, withdrawal sequencing, and planning for market volatility to ensure a secure retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to vis...