The Exact Wealth Show

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...

This episode of The Exact Wealth Show covers critical last-minute tax strategies for retirees, the importance of proactive planning, and how to coordinate with professionals to optimize retirement outcomes. John Becker and Sarah Nugent-Noll discuss how to leverage tax planning to enhance your retirement security and legacy.  If you have any questions about your retirement call John and Sarah...

This episode features experts John Becker and Sarah Nugent-Noll discussing holistic retirement planning, emphasizing the importance of emotional preparedness alongside financial security. Topics include Social Security strategies, tax planning, annuities, and real-life scenarios to help listeners optimize their retirement outcomes.  If you have any questions about your retirement call John an...

This episode explores the hidden risks in retirement planning, including taxes, sequence of returns, healthcare costs, and emotional decision-making. Hosts John Becker and Sarah Nugent-Noll provide actionable strategies to help you prepare for a secure and confident retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to v...

In this episode, John Becker and Sarah Nugent-Noll from Exact Wealth discuss essential retirement planning strategies based on a Charles Schwab article. Topics include boosting savings, Social Security timing, tax strategies, healthcare planning, and creating reliable income streams for a secure retirement.  If you have any questions about your retirement call John and Sarah at Exact Wealth 8...

Coming up on The Exact Wealth Show with John Becker and Sarah nugent-Noll this episode busts common retirement myths. John and Sarah discuss strategic planning, and explore tools like annuities and tax strategies to secure a confident 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...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss seven critical numbers that will shape retirement in 2026. They explore the implications of these statistics on retirement planning, including the average retirement age, investment trends in retirement accounts, the importance of social security, and the rising costs of healthcare and long-term care. The con...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the complexities of retirement planning, emphasizing the importance of a comprehensive approach that includes cash flow management, tax strategies, and understanding Medicare benefits. They explore the psychological impacts of retirement, the significance of planning for future expenses, and the necessity of...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the critical aspects of retirement planning, debunking common myths and emphasizing the importance of having a written retirement plan. They explore various topics including Medicare coverage, the significance of saving early, the risks associated with relying solely on Social Security, and effective tax stra...

In this conversation, the hosts, John Becker and Sarah Nugent-Noll, delve into the complexities of behavioral finance and its impact on retirement planning. They discuss how emotional decision-making can derail financial strategies, the various biases that affect retirees, and the importance of implementing behavioral guardrails to ensure sound financial choices. The conversation also emphasizes t...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll delve into the intricacies of behavioral finance and its impact on investment decisions. They discuss the emotional factors that lead to irrational financial choices, the importance of having a solid financial plan, and how to define and achieve one's dream retirement. The conversation also covers practical money hab...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the importance of financial alignment between couples as they prepare for retirement. They highlight the common scenario where one partner takes on the financial planning role while the other remains uninformed, leading to potential gaps in retirement savings. The conversation emphasizes the need for regular...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the importance of proactive retirement planning, using football analogies to illustrate key strategies. They emphasize understanding one's financial position, the necessity of estate planning, and the significance of reviewing finances during tax season. Real-life scenarios highlight the challenges retirees f...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss essential strategies for crisis-proofing retirement plans. They explore the impact of inflation and healthcare costs on retirement savings, the importance of life insurance as a versatile financial tool, and the necessity of flexible withdrawal strategies to adapt to changing market conditions. The conversati...

In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss essential strategies for retirees to manage their tax burdens and navigate the complexities of retirement planning. They emphasize the importance of proactive tax strategies, such as withdrawing from tax-deferred accounts while rates are low and considering Roth conversions. The conversation also covers the s...