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…52 clip(s) in playlist
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…
49:56
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…
50:13
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…
49:49
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…
50:44
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…
49:52
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…
51:08
Retirement: Is About Finding The Right Plan for You
In this episode of the Exact Wealth Show, John Becker discusses the critical aspects of retirement planning, emphasizing the need for a tailored approach that considers longevity, healthcare, and financial strategies. The conversation covers common misconceptions about Social Security and Medicare,…
51:05
Longevity Risk
In this episode, the hosts discuss the importance of planning for a long retirement, emphasizing the need for a comprehensive approach that includes financial security, healthcare considerations, and legacy planning. They explore the challenges retirees face, such as inflation and unexpected life e…
49:43
The Decumulation Phase
Most retirees — and even some advisors — focus on how much money you have in retirement. But what matters just as much is how you use it. And that means understanding decumulation — the careful drawdown of your assets. In this first segment, we’ll lay the foundation and look at the common mistakes …
48:59
A Reason to Wake Up
This conversation explores the multifaceted aspects of retirement, emphasizing that it is not merely a financial transition but a complete lifestyle redesign. The speakers discuss the importance of having a purpose, managing time effectively, and the potential for personal growth and fulfillment in…
49:54