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

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