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 market update and insights on recent geopolitical events
- Smart strategies for tax-efficient wealth transfer
- The real difference between wills and trusts (and why you may need both)
- How to prepare your heirs for success — not stress
- Real-life stories of planning done right (and wrong)
Whether you're in the retirement red zone or just starting to think ahead, this episode will give you the tools you need to protect your wealth, support your loved ones, and leave a lasting legacy with confidence.
Book your complimentary consultation today:
(205) 602-5065
thenolesgroup.com
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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
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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.
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