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The Exact Wealth Show

John Becker and Sarah Nugent-Noll

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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20 episodes
weekly
Avg 49 min
English

Episodes 20

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#87
October 31 · 54 min
Retirement Planning for Women: Income, Care and Confidence
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. See omnystudio.com/listener for privacy information.
#88
October 24 · 49 min
Retirement Drift and its Impact
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, See omnystudio.com/listener for privacy information.
#87
October 17 · 48 min
Gender Pay Gap and its Impact on Retirement Savings
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 See omnystudio.com/listener for privacy information.
#86
October 10 · 49 min
Retirement as a Process, not a Single Date
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, See omnystudio.com/listener for privacy information.
#85
October 3 · 49 min
Lifetime Income Planning
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, See omnystudio.com/listener for privacy information.
#84
September 26 · 49 min
Strategies for the Unexpected
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, See omnystudio.com/listener for privacy information.
#83
September 12 · 49 min
Uncertainty in the Market and Risk Management
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, See omnystudio.com/listener for privacy information.
#82
September 5 · 49 min
Living Longer Means Planning for Lifetime Income
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, See omnystudio.com/listener for privacy information.
#81
August 29 · 48 min
Market Volatility Shouldn't Control Your Retirement Income
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, See omnystudio.com/listener for privacy information.
#80
August 22 · 50 min
The Importance of Informed Decisions When it Comes to Planning
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.
#79
August 15 · 49 min
Retirement Planning Myths
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, See omnystudio.com/listener for privacy information.
#78
August 8 · 48 min
Mapping Out Your Retirement Plan
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, See omnystudio.com/listener for privacy information.
#77
July 25 · 49 min
Mastering Retirement: Strategies Moving Forward
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, See omnystudio.com/listener for privacy information.
#76
July 18 · 51 min
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 to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener for privacy information.
#75
July 11 · 49 min
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 to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener for privacy information.
#74
July 4 · 49 min
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 to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener for privacy information.
#73
June 27 · 49 min
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 to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener for privacy information.
#72
June 20 · 49 min
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 to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings, See omnystudio.com/listener for privacy information.
#71
June 6 · 49 min
Key Retirement Income Strategies for you to Know
This episode covers essential retirement planning topics including income strategies, Social Security timing, healthcare costs, estate planning, and long-term care. Hosted by John Becker and Sarah Nugent-Noll, it offers practical advice and opportunities for personalized planning to ensure a secure and confident 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.
#70
May 30 · 51 min
Strategies to Boost Retirement Confidence
In this episode, retirement planning experts John Becker and Sarah Nugent-Noll discuss strategies for building confidence in your retirement plan, including managing risks, understanding Social Security, tax strategies, and the importance of personalized planning. 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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