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,

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In this episode, John Becker and Sarah Nugent-Noll discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They explore how to assess your assets, plan for expenses, and 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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This episode explores the critical aspects of retirement planning, focusing on longevity risk, guaranteed income strategies, and the importance of proactive planning to ensure a stress-free retirement. Hosted by John Becker and Sarah Nugent-Noll, the show offers insights and practical tips for securing your 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,

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In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including tax-efficient withdrawals, Roth conversions, Medicare surcharges, and the importance of personalized financial 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 discuss essential retirement planning topics including 401(k) loans, Medicare options, and grandparent gift strategies. They emphasize the importance of proactive planning and working with professionals 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 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,

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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.