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 financial check-ins, the benefits of utilizing tools like spousal IRAs, and the significance of understanding various retirement accounts. The hosts also share practical strategies for couples to maximize their retirement savings and ensure both partners are on the same page regarding their financial future. Throughout the episode, John and Sarah provide insights into how couples can effectively communicate about finances, the importance of budgeting for both needs and desires in retirement, and the necessity of updating beneficiaries on retirement accounts. They also address the emotional aspects of financial planning, encouraging couples to work together to alleviate stress and build a fulfilling retirement plan.

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, Healthcare, Roth, Taxes, Savings,

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 financial check-ins, the benefits of utilizing tools like spousal IRAs, and the significance of understanding various retirement accounts. The hosts also share practical strategies for couples to maximize their retirement savings and ensure both partners are on the same page regarding their financial future. Throughout the episode, John and Sarah provide insights into how couples can effectively communicate about finances, the importance of budgeting for both needs and desires in retirement, and the necessity of updating beneficiaries on retirement accounts. They also address the emotional aspects of financial planning, encouraging couples to work together to alleviate stress and build a fulfilling retirement plan.
If you have any questions about your retirement call John and Sarah
at Exact Wealth 800-326-5688 or <a href="https://www.exactwealthmanagement.com/">click here</a> to visit our website.
Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

John Becker, Sarah Nugent-Noll, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 326-5688

John Becker, Sarah Nugent-Noll, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 326-5688

The Exact Wealth Show

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 financial check-ins, the benefits of utilizing tools like spousal IRAs, and the significance of understanding various retirement accounts. The hosts also share practical strategies for couples to maximize their retirement savings and ensure both partners are on the same page regarding their financial future. Throughout the episode, John and Sarah provide insights into how couples can effectively communicate about finances, the importance of budgeting for both needs and desires in retirement, and the necessity of updating beneficiaries on retirement accounts. They also address the emotional aspects of financial planning, encouraging couples to work together to alleviate stress and build a fulfilling retirement plan.  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, Healthcare, Roth, Taxes, Savings,