The Exact Wealth Show

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 lates…

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Retirement Planning for Women: Income, Care and Confidence
Sarah Nugent-Noll joins Morgan Patrick for a conversation about planning retirement around your goals and lifestyle. They discuss the team's three-bucket approach, income and portfolio risk, and ways long-term care considerations can enter a broader plan. Call 800-326-5688 or text EXACT to 600-700…
54:00
Retirement Drift and its Impact
In this episode, John Becker discusses the challenges of retirement planning, including retirement drift, the importance of consolidating retirement accounts, and strategies to build a forever paycheck to ensure financial security in retirement. If you have any questions about your retirement cal…
49:39
Gender Pay Gap and its Impact on Retirement Savings
In this episode, Sarah Nugent-Noll discusses the unique retirement challenges women face, including the gender pay gap, career pauses, and longevity, and shares strategies to overcome these hurdles and plan for a secure future. If you have any questions about your retirement call John and Sarah …
48:43
Retirement as a Process, not a Single Date
In this episode, John Becker and Sarah Nugent-Noll discuss essential aspects of retirement planning, estate planning, and how to protect yourself from scams. They emphasize the importance of personalized strategies, legal documents, and staying vigilant against fraud to ensure a secure future. If…
49:55
Lifetime Income Planning
In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including managing lifetime income, the benefits of Roth conversions, and the innovative bucket strategy to ensure a stress-free retirement. If you have any questions about your retirement call Jo…
49:06
Strategies for the Unexpected
In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including Medicare considerations, beneficiary updates, and handling unexpected expenses. They emphasize the importance of personalized strategies and professional guidance to ensure a stress-free r…
49:50
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