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

December 19, 2025 59 mins

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 o...

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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 l...

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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 mor...

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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 ...

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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 ea...

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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 unpack...

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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.
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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

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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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