Understanding Money with The Noles Group

Understanding Money with The Noles Group

This is the Understanding Money Podcast– with the Noles Group. Founder and CEO Danny Noles and his team have decades of experience helping people achieve their financial dreams. Their goal is to give you the tools you need to retire with confidence. The show is all about helping you see through the financial fog! Contact The Noles Group at 205-602-5065
or book a no-obligation appointment online at www.thenolesgroup.com/book-an-appointment. ---------- 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.

Episodes

October 17, 2025 59 mins

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 exp...

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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 s...

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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 y...

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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...

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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 hel...

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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 a...

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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 tran...

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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.
  • Wh...
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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 h...

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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 matte...

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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 i...

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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...

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Are you ready to retire—or just hoping you're on track?

This week on Understanding Money with the Noles Group, Matt McClure is joined by Parker, Tyler, and Chandler Noles, along with Jack Rivers, to tackle one of the most critical questions facing pre-retirees: How do I actually get ready to retire in the next 5 to 10 years?

They walk through a comprehensive 12-step pre-retirement checkl...

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On this week’s episode of Understanding Money with the Noles Group, we open the listener mailbag and dive deep into your real-life retirement questions. From Social Security strategies and 401(k) rollovers to required minimum distributions (RMDs), long-term care, and even where to retire—Danny, Parker, and Chandler Noles – along with Jack Rivers – tackle it all with insights and clarity.

...

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In this episode of Understanding Money with the Noles Group, we tackle one of the most important — and often overlooked — aspects of retirement planning: legacy planning. Danny, Tyler, Parker and Chandler Noles join Matt McClure for a comprehensive discussion on how to leave a legacy that supports your loved ones — not a legal mess they’ll have to untangle.

You’ll hear:

  • A timely mar...
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Vegas jokes . 4 % rule myths . 3 bucket strategy .

In this jam-packed episode of Understanding Money with The Noles Group, Matt McClure sits down with Parker, Chandler, and Tyler Noles to tackle the #1 question facing today’s retirees: “How do I turn a lifetime of saving into a lifetime of sustainable income?”

What You’ll Learn:

  • Why focusing only on growth can wreck retirement
    • ...
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In this week’s episode of Understanding Money with the Noles Group, Matt McClure is joined by Parker and Tyler Noles for a no-nonsense breakdown of how to retire with confidence.

They cover:
✅ The five key steps to build a strong retirement plan
✅ How to make the most of your Social Security benefits
✅ Planning for inflation and rising costs in retirement
✅ Smart financial habits of the ...

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What does it really take to retire with peace of mind? This week on Understanding Money with the Noles Group, we’re getting back to financial fundamentals. Danny Noles – along with Tyler, Chandler, and Parker Noles – break down 9 essential strategies for living comfortably in retirement. From maximizing your Social Security to reducing taxes and building your own personal pension, you’ll...

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Is your investment strategy keeping up with your age and stage of life? In this episode of Understanding Money with the Noles Group, we dive into what it means to invest smart at every stage — from your 40s to your 60s — and how to manage your portfolio through the critical “decumulation” phase in retirement. 

We also tackle real-life questions about Social Security timing, tax planning ...

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Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute
 
️ May is Healthy Vision Mont...

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