In this episode of the Exact Wealth Show, hosts Gary Nolan, John Becker, and Sarah Nugent discuss the critical transition from saving to spending in retirement, emphasizing the importance of having a structured plan. They explore the concept of 'boring money' as essential for financial stability, the complexities of tax planning, and the significance of estate planning to avoid family conflicts. The conversation also highlights the importance of creating a legacy plan that reflects personal values and beliefs. Finally, the hosts address listener questions regarding Roth conversions, Social Security strategies, and gifting money to children, providing practical advice for navigating retirement finances.
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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