Understanding Money with The Noles Group

In this packed episode of Understanding Money with the Noles Group, Matt, Danny, Parker, Tyler, and Evan dive into everything listeners need to prepare financially for an impactful 2026. From rebuilding your budget after the holidays to automating your savings, from establishing strong financial habits in your 30s to optimizing your retirement strategy in your 50s and 60s, this episode offers clear, practical, and actionable guidance for every stage of life. The team also walks through crucial year-end reminders — including Required Minimum Distribution (RMD) deadlines and Qualified Charitable Distributions (QCDs) — breaking them down in simple terms so listeners can avoid costly IRS mistakes. Plus, the Knowles Group analyses the latest Federal Reserve rate decision, explaining what interest rate cuts and mixed economic signals could mean for consumers, retirees, and investors in 2026.  Finally, the group tackles the question many listeners have: Should I work with a financial advisor, or can I do it myself? They outline the benefits, dispel common fears, and explain the real value of professional guidance — especially in a shifting economy. With an upbeat, conversational tone, this episode equips listeners with the tools, strategies, and confidence to step boldly into 2026 and take control of their financial futures. To schedule your 100% complimentary consultation, call 205-602-5065 or visit TheNolesGroup.com.  --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com ---Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

As 2025 winds down, the Noles family breaks down your essential year-end financial checklist—from budgeting and retirement contributions to RMDs, tax-sensitive moves, insurance reviews, Medicare updates, emergency savings decisions, and more. We also spotlight the latest holiday scams (based on new AARP data), explain how retirees and pre-retirees can stay safe, and take a lighthearted look at the 2025 PNC Christmas Price Index—including which gifts from the “12 Days of Christmas” skyrocketed in cost. Plus, the Noles Group delivers a heartfelt message for anyone who thinks they’ve “waited too long” to retire. Using inspiration from JFK’s moonshot speech, the team explains why financial planning is a challenge worth taking—and why it’s never too late to start.  --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com ---Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this episode, Matt McClure joins Parker, Tyler, and Jack from the Noles Group to walk through the real challenges retirees face in their first year—emotional adjustments, tax surprises, healthcare costs, and the danger of sequence-of-return risk. The team explains why planning ahead, creating guaranteed income, preparing for market drops, and building a structured lifestyle matter more than ever. They also break down RMD deadlines, Medicare reminders, and the Noles Group’s hands-on financial planning process.  Learn how to build a confident, coordinated retirement strategy—with support from a team that’s guided thousands of families through the transition. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture is emerging as a popular trend among younger generations who seek affordable alternatives to high-end branded items, while highlighting generational differences in gift-giving preferences and shopping habits. Mary emphasizes practical strategies for managing holiday expenses, including budgeting, using rewards cards, and taking advantage of bulk purchasing opportunities to maximize value during the holiday season. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this Thanksgiving edition of Understanding Money with the Noles Group, Danny, Parker, Chandler, and Evan break down the 2026 Social Security changes and what rising Medicare premiums, inflation, and tax updates mean for retirees and those nearing retirement.  The team explains why COLA increases don’t always keep pace with real-life expenses, how rising Medicare Part B premiums can eat into benefits, and what the new $6,000 senior tax deduction could mean for your household. They also tackle the big question: “Will Social Security always be there?”—and offer practical, actionable steps to build retirement income streams that don’t depend on Congress doing its job. Plus, the team covers budgeting strategies for the holiday season, how to avoid overspending, the psychology of smart money decisions, and a surprising breakdown of Thanksgiving meal costs across the U.S. Whether you're planning for retirement, managing holiday stress, or trying to build a more secure financial future, this episode gives you clarity, confidence, and a clear plan for the year ahead. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The clock is ticking! ⏰ As 2025 winds down, there’s still time to make key financial moves that could save you thousands before the new year. In this episode of Understanding Money with the Noles Group, hosts Danny Noles, Parker Noles, Tyler Noles, and Chandler Noles join Matt McClure to help retirees and pre-retirees finish strong — and prepare for big tax changes ahead. The team unpacks: Required Minimum Distributions (RMDs) — new rules, reduced penalties, and how to avoid costly mistakes Roth Conversions — why the “pay now, save later” approach might make sense before the 2026 tax law changes Charitable Giving Strategies — how to give smarter with QCDs, donor-advised funds, and appreciated assets Tax Bracket Planning — what the One Big Beautiful Bill Act means for retirees How to avoid the December panic and take control of your year-end planning If you want to reduce taxes, simplify your portfolio, and make your money work harder in 2026 and beyond — this episode is a must-listen.   --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement.   Key Points Covered: The importance of saving for retirement – NOW Balancing your investments – How a healthy mix of riskier investments can help weather the market’s uncertainty especially as you get closer to retirement. The importance of seeking professional guidance when planning financially for the future.   Listen for smart strategies, calm perspective, and the practical financial wisdom you need to retire once—and retire right. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus) affects older adults and why prevention matters.   Dr. Friedland explains that RSV is far more than a seasonal nuisance — it leads to an estimated 177,000 hospitalizations and 14,000 deaths each year among adults aged 65 and older in the U.S. Carole shares her personal story of contracting RSV despite her active lifestyle, detailing how the illness sidelined her and reshaped her approach to health and wellness.   Together, they highlight the importance of awareness, vaccination, and simple preventive steps to help older adults stay healthy through the respiratory virus season. Learn more and access helpful resources at SidelineRSV.com.   Listen for smart strategies, calm perspective, and the practical financial wisdom you need to retire once—and retire right. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Are you afraid you might have to “unretire”? You’re not alone. In this episode of Understanding Money with the Noles Group, Danny, Parker, Jack, and Evan join Matt McClure to unpack why so many Americans are worried about running out of money—and what you can do to stay retired for good. The team breaks down new data from the 2025 U.S. Bank Wealth Report showing that 63% of Americans expect to return to work after retiring. They discuss how inflation, market volatility, and longer lifespans are fueling anxiety—and offer practical solutions like guaranteed income planning, Social Security optimization, and blended strategies that mix growth with security. Plus: Cost Cutter of the Week: Nine sneaky expenses that could be draining your wallet. Market Update: Political uncertainty and tariff talk have many 401(k) investors seeking safety. Shutdown Showdown: What the ongoing government shutdown really means for your portfolio.   Listen for smart strategies, calm perspective, and the practical financial wisdom you need to retire once—and retire right. --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Retirement isn’t about working harder — it’s about planning smarter. In this week’s episode of Understanding Money with the Noles Group, Danny, Parker, Tyler, and Chandler Noles join Matt McClure to break down one of the most crucial — and misunderstood — parts of retirement planning: how to withdraw your money the right way. From smart sequencing and Roth conversions to Medicare IRMAA surcharges, required minimum distributions (RMDs), and tax buckets, the team shares real-world stories and practical guidance to help listeners build a plan that maximizes income, minimizes taxes, and ensures they don’t outlive their savings.  You’ll also hear how one client turned a $2.9 million Roth IRA into a tax-free income machine, why withdrawal order matters, and how the right timing on Roth conversions can save you thousands in retirement.  It’s a fast-paced, informative hour that proves — with the Noles Group in your corner — you really can retire smarter, not harder.   --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deductions for seniors—and much more.   --  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Americans are living longer than ever—but that brings a big question: will your money last as long as you do? In this week’s Understanding Money with the Noles Group, Danny, Parker, Chandler, Jack, and Matt dive into longevity risk—the very real fear of outliving your savings. They explore why retirement is lasting 30+ years for many people, why outdated strategies like the “4% rule” don’t cut it anymore, and how inflation, healthcare, and long-term care costs can quietly drain your nest egg. The team also breaks down new Social Security updates for 2025, how to turn fear into financial freedom, and why building a plan with growth, protection, and guaranteed income streams is essential.  If you want confidence that your money will last a lifetime, this is the episode for you.  Call the Noles Group at 205-602-5065 Visit: TheNolesGroup.com   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Retirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are using technology, where the biggest gaps remain, and why digital privacy is more important than ever. From app permissions to password managers, Tom shares AARP’s five-day Digital Housecleaning Challenge to help you get your digital life organized and secure. Link to Digital Housecleaning Challenge: https://seniorplanet.org/digitalhousecleaning   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Estate planning is more than just dividing up assets—it’s about protecting your family, avoiding conflict, and ensuring your wishes are honored. In this week’s Understanding Money with the Noles Group, Parker, Tyler, and Chandler Noles (with Matt McClure hosting) take a deep dive into the essentials of building a legacy plan. From wills, powers of attorney, and healthcare directives to avoiding probate and understanding estate vs. inheritance taxes, the team explains the key documents and strategies that keep your family safe and your affairs private. You’ll also hear real-life stories of families who waited too long to plan—and the costly, stressful situations that followed. Whether your estate is $500 or $5 million, clarity and planning are the greatest gifts you can leave your loved ones. Don’t let retirement taxes take a bite out of your nest egg. Call the Noles Group at 205-302-5065 or visit nolesgroup.com to schedule your free, no-obligation consultation. We’ll help you build a tax-smart retirement strategy that keeps more money in your pocket.   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

In this episode of Understanding Money with the Noles Group, hosts Danny, Parker, Tyler, and Evan join Matt McClure to tackle three critical retirement topics: building a retirement checklist, de-risking your portfolio, and preparing for rising healthcare costs. From Social Security strategies to tax-smart withdrawals, guaranteed income, and the rule of 100, the team explains how to transition from saving to spending with confidence. You’ll also hear the fan-favorite segment Right or Wrong, where common retirement myths are put to the test. Packed with practical advice, real-world examples, and a healthy dose of humor, this episode will help you get retirement-ready. Schedule your complimentary consultation today: (205) 602-5065 Visit: TheNolesGroup.com   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Retirement is more than just numbers—it’s a major life transition that impacts your finances, emotions, and sense of purpose. In this episode of Understanding Money with the Noles Group, Danny, Parker, Tyler, and Chandler break down what it really takes to retire with confidence. The team dives into: The emotional reality of retirement—identity, structure, and purpose after work. Why it’s important to retire to something, not just from something. The value of volunteering, mentoring, and staying active for mental health and longevity. How to build a SMART vision, SMART inspection, and SMART income plan for retirement. Social Security at 90—busting myths, addressing funding challenges, and explaining why it’s still a cornerstone of retirement planning. Whether you’re five years away from retirement or already there, this episode will help you balance the financial side of retirement with the personal side—so you can find peace of mind and purpose in your golden years.  Schedule your complimentary consultation today: (205) 602-5065 Visit: TheNolesGroup.com   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

On this week’s Understanding Money with the Noles Group, Danny Noles, Parker Noles, Chandler Noles and Evan Griffith shine a light on one of the biggest risks to your retirement security: taxes. From Roth conversions and tax diversification to Social Security and Medicare impacts, the team lays out practical strategies to help you avoid the most common retirement tax traps. You’ll also hear insights into qualified charitable distributions, capital gains taxes, and even the role of 1031 exchanges and tax-loss harvesting. Whether you’re just entering the retirement red zone or already enjoying your golden years, this episode helps you make smarter choices to protect and grow your wealth. Don’t let retirement taxes take a bite out of your nest egg. Call the Noles Group at 205-302-5065 or visit nolesgroup.com to schedule your free, no-obligation consultation. We’ll help you build a tax-smart retirement strategy that keeps more money in your pocket.   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Market ups and downs are a fact of life—but how you respond can make or break your retirement. In this week’s Understanding Money with the Noles Group, Danny, Parker, Chandler, and Tyler Noles join co-host Matt McClure to tackle the topic of volatility-proof retirement. They explain why market swings hit harder as you approach retirement, what sequence of returns risk is and why it matters, and how to avoid common emotional pitfalls like panic selling or chasing hot trends. You’ll also hear real-world examples, practical checklists, and strategies to help you minimize risk, maximize confidence, and make your money last—no matter what the headlines say. Don’t let market volatility shake your retirement confidence. Schedule your no-obligation consultation with the Noles Group today. Call (205) 602-5065 or visit thenolesgroup.com to get your personalized volatility stress test and retirement strategy session.   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this packed episode of Understanding Money, the Noles Group team covers everything from market performance to major policy shifts, and what they all mean for your retirement plan. Danny, Parker, Tyler, and Chandler break down July’s earnings season, rate decisions from the Fed, and the surprising strength of the markets. Then, the team dives deep into the sweeping changes introduced in the "One Big Beautiful Bill"—including updated Roth conversion rules, estate tax changes, charitable deduction updates, and the extended SALT cap.  Plus, they explain why retirement income planning is more critical than ever, how Social Security's future could affect your strategy, and which U.S. cities retirees are fleeing fastest due to taxes and cost of living. Schedule a no-cost, no-obligation consultation by calling (205) 602-5065 or visit TheNolesGroup.com.   --- About the Podcast:This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog! Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment Check out our website: thenolesgroup.com --Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this week’s episode of Understanding Money with the Noles Group, Matt McClure joins Danny Noles, Parker Noles, and newcomer Evan Griffith to talk about what really makes a solid retirement plan. From the value of a written financial strategy to the emotional benefits of working with a financial advisor, the team explores the six core benefits of financial planning — including building confidence, weathering market volatility, and staying organized as a couple. You’ll also hear real-life stories, current market insights, and how the Noles Group uses powerful tools like eMoney to give clients clarity and control. Plus, find out if you're more financially savvy than the average American!   Ready to take the next step? Schedule your complimentary, no-obligation consultation with the Noles Group today. Call (205) 602-5065 or visit TheNolesGroup.com. Whether you're preparing for retirement, searching for lost 401(k)s, or simply want a second opinion, we're here to help you build a confident financial future.