Exact Wealth

10/05/2026

Can you have too much money sitting in reserve? According to Sarah and John of Exact Wealth, the answer can be yes, but it depends on why you're holding it and what it's intended to accomplish. For couples, having an emergency plan isn't just about having cash available. It's also about being on the same page about:

• Major purchases like a new car
• Unexpected medical expenses
• Helping family members
• How much do you keep in cash or conservative accounts
• What each portion of your savings is earmarked for

The goal isn't simply to keep as much cash as possible. It's to have a plan for your reserves and make sure every dollar has a purpose. Have questions about your emergency fund or overall financial plan? Reach out today!

Watch here: https://www.youtube.com/watch?v=1KQBwHUkALY

Educational content only. Not personalized investment advice. Consult a professional advisor before implementing any strategy discussed.

How much cash is enough for an emergency and can you keep too much ...

10/02/2026

Your financial future is too important to leave to guesswork. You want to get it exact!

Tune in to "The Exact Wealth Show" with John Becker and Sarah Nugent-Noll as they break down retirement planning, strategies, investing, and more to help you better understand your financial options.

Catch the show in Denver at 8 a.m. every Saturday morning on AM at 850 KOA, or on FM at 94.1. Miss a show? No problem! Listen to past episodes anytime here: https://www.exactwealthmanagement.com/the-exact-wealth-show-john-becker-sarah-nugent-noll/

10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

We’re here to help. Call us at (800) 326-5688.

09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today at (800) 326-5688 to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

09/29/2026

Grandparents Day recognizes the important role grandparents play in their families, from offering guidance and support to helping raise the next generation.

For many, that support extends beyond spending time with children and grandchildren. It can also include helping with college education costs and making thoughtful decisions about the assets and wealth they hope to pass down.

How assets are managed, gifted, and passed down can have important implications for taxes, financial aid, and the financial well-being of future generations. Here are some considerations grandparents may want to keep in mind.

Grandparents play an important role in their families, from offering guidance and support to helping raise the next generation.

09/28/2026

Having a strong retirement plan is important, but critical to your plan's strength is the strength of your guidance. Retirement planning is not a one-and-done process, and even a great strategy may need adjustments as your life and goals change. Are you confident in both your current plan and advisor?

Contact us today for a complimentary analysis and a second opinion: https://www.exactwealthmanagement.com/

09/25/2026

When it comes to your financial future, you want more than a guess. You want to get it exact! Tune in to "The Exact Wealth Show" with John Becker and Sarah Nugent-Noll as they break down retirement planning, strategies, investing, and more to help you better understand your financial options.

Catch the show every Saturday at 8 a.m. on AM850 KOA and FM94.1, or listen to past episodes anytime here: https://www.exactwealthmanagement.com/the-exact-wealth-show-john-becker-sarah-nugent-noll/

09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today at (800) 326-5688 to start building a retirement strategy designed around your goals.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

09/22/2026

Hello, autumn!🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you look forward to most this time of year?