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/

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 <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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