• What Can Go Wrong
    Nov 22 2024

    In this episode, Gary Nolan, John Becker, and Sarah Nugent discuss the complexities of retirement planning, emphasizing the importance of flexibility, diversification, and strategic financial management. They explore various strategies to adapt to unexpected challenges in retirement, including income diversification, building financial buffers, and planning for healthcare costs. The conversation also creatively connects popular Hollywood actors to different investment vehicles, illustrating their characteristics and benefits. In this episode, the hosts delve into essential topics surrounding retirement planning, particularly focusing on the implications of earnings week for retirees. They discuss strategies to safeguard investments during market volatility, the importance of financial reviews, and address common listener concerns through a Q&A segment. The conversation emphasizes the need for personalized financial planning and the potential benefits of annuities and other investment strategies.

    Reach out to John and Sara at 800-326-5688 or https://www.exactwealthmanagement.com/

    See omnystudio.com/listener for privacy information.

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    50 mins
  • Reviving Your Retirement Fund Today
    Nov 15 2024

    In this episode of The Exact Wealth Show, hosts John Becker and Sarah Nugent-Knoll discuss essential strategies for retirement planning. They emphasize the importance of maximizing employer contributions, exploring individual retirement accounts (IRAs), and managing debt and emergency savings. The conversation also creatively connects Thanksgiving desserts to financial strategies, illustrating how each dessert symbolizes key aspects of retirement planning, such as establishing a solid foundation, balancing risk and reward, and the importance of diversification. The hosts encourage listeners to take proactive steps in their retirement planning and offer a free review process to help individuals align their financial goals with their retirement strategies.

    See omnystudio.com/listener for privacy information.

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    50 mins