In this episode, the hosts discuss the importance of giving during retirement, exploring various strategies for gifting wealth to family and charities while ensuring financial security. They delve into the bucket strategy for managing retirement funds, the evolving 4% rule for withdrawals, and answer listener questions about annuities and charitable giving. The conversation emphasizes the need for personalized financial planning and the joy of sharing wealth with loved ones.

Reach out to John and Sara at 800-326-5688 or https://www.exactwealthmanagement.com/

In this episode, the hosts discuss the importance of giving during retirement, exploring various strategies for gifting wealth to family and charities while ensuring financial security. They delve into the bucket strategy for managing retirement funds, the evolving 4% rule for withdrawals, and answer listener questions about annuities and charitable giving. The conversation emphasizes the need for personalized financial planning and the joy of sharing wealth with loved ones.
Reach out to John and Sara at 800-326-5688 or <a href="https://www.exactwealthmanagement.com/">https://www.exactwealthmanagement.com/</a>

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

Giving It Away 

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 significance of making informed retirement decisions, the impact of market corrections, and the necessity of creating a customized retirement plan tailored to individual needs and goals.

If you have any questions about your retirement call John and the team

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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 significance of making informed retirement decisions, the impact of market corrections, and the necessity of creating a customized retirement plan tailored to individual needs and goals.
If you have any questions about your retirement call John and the team
at Exact Wealth 800-326-5688 or <a href="https://www.exactwealthmanagement.com/">click here</a> to visit our website.
Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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 significance of making informed retirement decisions, the impact of market corrections, and the necessity of creating a customized retirement plan tailored to individual needs and goals.  If you have any questions about your retirement call John and the team  at Exact Wealth 800-326-5688 or click here to visit our website.  Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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 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 cashing out retirement accounts. The conversation also covers the significance of diversification, the rising costs of healthcare, and the strategic timing of social security benefits. Listeners are encouraged to take a proactive approach to their retirement planning to ensure financial security in their later years.

If you have any questions about your retirement call John and the team

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 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 cashing out retirement accounts. The conversation also covers the significance of diversification, the rising costs of healthcare, and the strategic timing of social security benefits. Listeners are encouraged to take a proactive approach to their retirement planning to ensure financial security in their later years.
If you have any questions about your retirement call John and the team
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,

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 cashing out retirement accounts. The conversation also covers the significance of diversification, the rising costs of healthcare, and the strategic timing of social security benefits. Listeners are encouraged to take a proactive approach to their retirement planning to ensure financial security in their later years.  If you have any questions about your retirement call John and the team  at Exact Wealth 800-326-5688 or click here to visit our website.  Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

Retirement Planning Traps to Watch Out for!

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 the strategies for withdrawing from retirement accounts. The conversation also covers the timing of social security claims and the significance of planning for healthcare costs and long-term care. Real-life scenarios illustrate the complexities of retirement planning, highlighting the need for personalized strategies.

If you have any questions about your retirement call John and the team

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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 the strategies for withdrawing from retirement accounts. The conversation also covers the timing of social security claims and the significance of planning for healthcare costs and long-term care. Real-life scenarios illustrate the complexities of retirement planning, highlighting the need for personalized strategies.
If you have any questions about your retirement call John and the team
at Exact Wealth 800-326-5688 or <a href="https://www.exactwealthmanagement.com/">click here</a> to visit our website.
Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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 the strategies for withdrawing from retirement accounts. The conversation also covers the timing of social security claims and the significance of planning for healthcare costs and long-term care. Real-life scenarios illustrate the complexities of retirement planning, highlighting the need for personalized strategies.  If you have any questions about your retirement call John and the team  at Exact Wealth 800-326-5688 or click here to visit our website.  Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

Giving It Away

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