In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss the importance of proactive retirement planning, using football analogies to illustrate key strategies. They emphasize understanding one's financial position, the necessity of estate planning, and the significance of reviewing finances during tax season. Real-life scenarios highlight the challenges retirees face, including unexpected expenses and the need for a solid plan to ensure financial security. The conversation encourages listeners to take action and seek professional guidance for their retirement planning needs.

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Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,

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