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July 8, 2025 59 mins

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.

Matt McClure hosts as the Noles team also breaks down the latest market trends, corporate earnings outlook, and projections for Social Security cost-of-living adjustments (COLAs) in 2026. Plus, find out how national debt and state taxes could impact your retirement plan.

Don’t miss this wide-ranging, info-packed episode designed to help you retire smarter and more confidently. 

Schedule your complimentary consultation at TheNolesGroup.com or call 205-602-5065.

 

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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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