『The Exact Wealth Show』のカバーアート

The Exact Wealth Show

The Exact Wealth Show

著者： John Becker and Sarah Nugent-Noll
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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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  • Mastering Retirement: Key Strategies for a Secure Future

    Mastering Retirement: Key Strategies for a Secure Future
    2026/07/11

    In this episode, John Becker and Sarah Nugent-Noll from Exact Wealth discuss critical retirement planning topics including the new Roth catch-up rules, target date funds, and planning for cognitive decline. Learn how to prepare for a secure and stress-free retirement with expert insights and actionable strategies.

    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.
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    50 分
  • The One Stock Problem and How to Avoid It

    The One Stock Problem and How to Avoid It
    2026/07/04

    In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including managing concentrated stock positions, charitable giving, inherited IRAs, and estate planning. They emphasize the importance of proactive, holistic planning 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,

    See omnystudio.com/listener for privacy information.
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    50 分
  • How to Plan for a 30-Year Retirement

    How to Plan for a 30-Year Retirement
    2026/06/27

    In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning topics including longevity, pension options, inherited IRAs, and the importance of personalized strategies to ensure a secure and enjoyable 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,

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    49 分
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