In this episode, Gary Nolan, John Becker, and Sarah Nugent discuss the current economic challenges facing retirees and those nearing retirement. They explore practical strategies for navigating financial uncertainty, including understanding market volatility, healthcare costs, and the importance of estate planning. The conversation shifts towards holistic retirement planning, emphasizing the integration of financial, health, and lifestyle goals. The hosts compare traditional planning methods with holistic approaches, highlighting the need for personalized strategies that adapt to life changes and economic shifts. In this episode, the hosts discuss strategies for navigating a down market, emphasizing that it can be a time for opportunity rather than fear. They explore tax strategies such as tax loss harvesting and Roth conversions, the importance of planning for rising healthcare costs, and the complexities of deciding when to claim Social Security. Additionally, they address long-term care considerations and the potential benefits of annuities during market downturns.

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