Exact Wealth

05/28/2026

Procrastination might be the most common and most costly financial blind spot. We understand that life gets busy and saving for the future often takes a back seat. But waiting too long can mean running out of time to build the retirement you envision. Let's tackle the habit that holds so many people back from reaching their retirement goals together!

Contact us today to break down your plan: https://ow.ly/LskF50YSzSW

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️(800) 326-5688.

05/26/2026

National Scam Survivor Day was the second Thursday in May and phishing is the most reported type of cyber scam in the United States. Learn more about common scams and prevention strategies in our latest blog article! Read it now on our website!

Phishing is the most reported type of cyber scam in the United States and worldwide, and these attacks continue to rise and evolve every day.

05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at (800) 326-5688!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.

05/22/2026

Retirement planning shouldn't feel overwhelming. On "The Exact Wealth Show," John and Sarah simplify complex topics like Social Security, investing, taxes, and estate planning, so you can better understand how every decision can impact your future! Listen to John Becker and Sarah Nugent-Noll every Saturday at 11 AM–12 PM on KOA and Sunday 8 AM–9 AM on KHOW-AM 630.

Learn more: https://ow.ly/HuwV50YSzPT

05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:
• Home maintenance & repairs
• Travel & rising transportation costs
• Taxes (including RMD surprises)
• Health & wellness expenses
• Graduations, weddings & gifts
• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit. (800) 326-5688.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today at (800) 326-5688 to review your plan and see what’s the right fit for you.

Ignorance can be costly.

05/14/2026

In this episode of our 7 Financial Blind Spots series, we break down why mortgages aren’t as straightforward as they seem. While being debt-free is a common goal, factors like low interest rates, higher-interest debt, and even tax advantages (like the mortgage interest deduction) can all impact what’s best for your situation.

Contact us today to break down your plan: https://ow.ly/SSof50YSzFl

05/13/2026

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, estimating your future income needs, and using tools like retirement calculators can help you see where you stand. If you’re unsure, contact us today to walk through your strategy and make sure you’re moving toward your retirement dreams. (800) 326-5688.

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.