What Retirees Need to Know

What Retirees Need to Know

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 [https://www.exactwealthmanagement.com/] to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Mastering Retirement: Key Strategies for a Secure Future

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 [https://www.exactwealthmanagement.com/] to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The One Stock Problem and How to Avoid It

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 [https://www.exactwealthmanagement.com/] to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

How to Plan for a 30-Year Retirement

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 [https://www.exactwealthmanagement.com/] to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The New Rules of Retirement: Strategies for a Secure Future

The Exact Wealth Show with John Becker and Sarah Nugent-Noll: In this episode, we explore the evolving landscape of retirement, including early retirements, phased retirement options, and how to plan effectively for a secure future. John and Sarah share insights on managing risks, building reserves, and creating a retirement plan that offers peace of mind.  If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here [https://www.exactwealthmanagement.com/] to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.