

Mastering Behavioral Finance for Retirement
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, a…

Aligning Finances: Couples' Guide to Retirement Planning
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 uninforme…

Teamwork Makes the Retirement Dream Work.
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 signific…

Crisis-Proofing Your Retirement: Strategies for Success
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 t…

Most retirees Face a Tax Problem Rather than a Money Problem.
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-defer…

Retirement Planning Traps to Watch Out for!
In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the common traps that retirees fall into when planning for retirement. They emphasize the importance of having a clear retirement plan, avoiding the temptation to wing it, and understanding the implications of…

Should You Keep Investing After Retirement?
In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the critical aspects of retirement planning, emphasizing the importance of continued investing even after retirement. They explore the impact of inflation, the necessity of understanding risk tolerance, and th…

The Uncertainties of Retirement and How to Plan For Them
This conversation with John Becker and Sarah Nugent-Noll delves into the complexities of retirement planning, emphasizing the importance of adaptability in the face of unexpected life changes. The discussion highlights strategies for creating a responsive retirement plan that can withstand unforese…

It's a Holistic Retirement Planning Approach
In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss essential strategies for retirement planning, focusing on end-of-year tax strategies, the importance of Required Minimum Distributions (RMDs), and the benefits of Qualified Charitable Distributions (QCDs). The…

Designing a Fulfilling Retirement
In this episode of the Exact Wealth Show, John Becker discusses the multifaceted nature of retirement, emphasizing that it is not just a financial transition but a complete lifestyle redesign. He highlights the importance of having a structured plan that encompasses both financial security and pers…