The Exact Wealth Show

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 for a complimentary personalized retirement review. The Exact Wealth Show.

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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 call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings

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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 you have any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 retirement. 

If you have any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 you have any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 professionals, and taking action to ensure a stress-free retirement.

If you have any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

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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 future. 

If you have any questions about your retirement call John and Sarah

at Exact Wealth 800-326-5688 or click here to visit our website.

Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

See omnystudio.com/listener for privacy information.