The Exact Wealth Show
The Exact Wealth Show
Playlist by The Exact Wealth ShowJohn 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 lates…84 clip(s) in playlist
Uncertainty in the Market and Risk Management
In this episode, John Becker discusses the importance of guaranteed lifetime income, index strategies, and how to prepare for retirement in a volatile market. He explore recent legislative efforts, index annuities, and media-driven investment trends to help listeners make informed decisions. If y…
49:41
Living Longer Means Planning for Lifetime Income
In this episode of The Exact Wealth Show John Becker and Sarah Nugent Noll discuss the top five financial concerns for retirees, including inflation, healthcare costs, market downturns, and strategies to secure a stable retirement. They also offer practical advice on planning, working with professi…
49:23
Market Volatility Shouldn't Control Your Retirement Income
In this episode, John Becker and Sarah Nugent-Noll discuss retirement planning strategies, the impact of Social Security changes, and how to prepare for potential benefit reductions. They emphasize the importance of personalized plans and proactive strategies for a secure retirement. If you have …
48:32
The Importance of Informed Decisions When it Comes to Planning
In this episode, John Becker and Sarah Nugent-Noll from Exact Wealth discuss essential strategies for retirement planning, including managing pensions, avoiding scams, and working in retirement. They provide practical advice to help listeners make informed decisions and secure their financial futur…
50:04
Retirement Planning Myths
In this episode, John Becker and Sarah Nugent-Noll discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They explore how to assess your assets, plan for expenses, and ensure a stress-free retirement. If you have any questions ab…
49:48
Mapping Out Your Retirement Plan
This episode explores the critical aspects of retirement planning, focusing on longevity risk, guaranteed income strategies, and the importance of proactive planning to ensure a stress-free retirement. Hosted by John Becker and Sarah Nugent-Noll, the show offers insights and practical tips for secu…
48:08
Mastering Retirement: Strategies Moving Forward
In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including tax-efficient withdrawals, Roth conversions, Medicare surcharges, and the importance of personalized financial strategies for a secure retirement. If you have any questions about your ret…
49:38
What Retirees Need to Know
In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning topics including 401(k) loans, Medicare options, and grandparent gift strategies. They emphasize the importance of proactive planning and working with professionals to ensure a stress-free retirement. If you …
51:09
Mastering Retirement: Key Strategies for a Secure Future
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 action…
49:40
The One Stock Problem and How to Avoid It
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 retirem…
49:52