Understanding Money with The Noles Group

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 for singl...

Guest : Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute   ️ May is Healthy Vision Month , and Matt McClure sits down with Dr. Chantal Cousineau-Krieger , an ophthalmologist with the National Eye Institute , to explore how your eye health connects to your overall wellness —especially as you age. We discuss: How conditions like diabetes and high blood pressure impact your visi...

Is your money ready to last as long as you will? This week, the Noles Group explores common retirement mistakes, why pensions are disappearing, how to build a reliable income stream for life, and what to do if your savings aren’t aligned with your future. If you're planning for retirement — or thinking about it — this one’s for you.  Whether you’re single, a couple, or a business owner preparing f...

In this packed episode of Understanding Money with the Noles Group , the team tackles the biggest regrets older Americans have about retirement—and how you can avoid them. From smart money habits of today’s wealthiest retirees to essential tax planning, income strategies, and safer alternatives to bank CDs, this show is your one-stop guide to a more confident retirement. Plus: why Social Security...

In this bonus episode, we dive into the importance of tackling credit card debt before it spirals out of control. You'll hear insights from Robin Growley of Bank of America, who shares practical tips and a message of hope for anyone feeling overwhelmed by debt. Whether you're just starting to manage your finances or already feeling buried, this interview reminds us it’s never too late to take cont...

Are you ready for retirement, or just hoping things work out? In this episode of Understanding Money with the Noles Group , our team shares expert advice on how to create a rock-solid retirement plan. We’ll cover five key budgeting steps for retirees, how to allocate income efficiently, why Roth conversions might be right for you, and how to avoid a massive tax burden in retirement. We also discus...

On this week’s Understanding Money , Danny, Parker, Chandler, Tyler, and Matt dive into strategies for taking control of your investments — even in uncertain markets. From 401(k) rollovers to smart rebalancing, learn how to shield your portfolio while keeping growth alive. Plus: tips for maximizing Social Security, paying off your mortgage, and building the retirement lifestyle you deserve. Get cl...

This week on Understanding Money with the Noles Group , we're helping you retire with confidence. Danny Noles and the team break down a 6-step retirement checklist, bust common myths about Social Security, annuities, and Medicare, and reveal how to build lasting retirement income streams. Plus: the truth about 401(k) millionaires and why now might be the best time for a Roth conversion. Get clarit...

Is the recent market drop a crisis—or an opportunity? The Noles Group explains why now might be the best time to review your risk, rebalance your investments, and establish guaranteed income for the future. Highlights: What’s driving recent volatility How tariffs are impacting portfolios Using annuities to build your own pension Why emotional investing can derail your plan 5 critical mistakes reti...

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you  must  do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide.  --- About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles...

It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for financial success—without feeling overwhelmed....

It’s been the most volatile market week since COVID, and the Noles Group is here to help you make sense of it all. In this episode, Danny, Parker, Bailey, and Jack break down what the latest tariff news means for your investments, why the 2026 Social Security COLA might not be the win it seems, and how to prepare for rising taxes and retirement risks. ✅ How to handle market swings ✅ 4 challenges...

What do retirees fear most? (Spoiler: it’s not death.) In this episode of Understanding Money with the Noles Group , Danny, Parker, Tyler, and Chandler Noles break down how to build a rock-solid retirement plan—starting with a smart inspection of your current finances. You’ll learn: How to spot income gaps—and close them with confidence Why you need a backup plan for Social Security (and how to bu...

This week on Understanding Money with the Noles Group , it’s time for some financial spring cleaning! Danny, Parker, and the team are joined by new reps Jack Rivers and Bailey Gilbert to walk through must-do money moves for 2025—like organizing your financial life, reviewing your portfolio, and updating beneficiaries. Plus, we tackle the return of pension-style planning, why healthcare costs might...

Would your family know how to handle your estate if something happened to you today? Many Americans put off these tough financial conversations, only to leave their loved ones scrambling in a crisis. In this episode, Danny Noles and the team cover how to navigate these discussions, update beneficiaries, and avoid costly estate battles. Plus, market risks and investment strategies for volatile time...

After a rough week on Wall Street, should you be worried? In this episode, Danny Noles and his team break down the recent market volatility and what it means for your retirement. They also dive into rising healthcare costs, tax changes on the horizon, and the real impact of inflation on your long-term savings. Plus, key strategies to protect your money and ensure financial security no matter what...

Retirement is full of changes—are you prepared? In this episode, Danny Noles and the team discuss the four major things that disappear after you retire and how to plan for them. We’ll also break down tactical asset management, market volatility, and why trying to time the market could cost you big.   About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles of th...

Taxes don’t stop when you retire—in fact, they can get even more complicated. In this episode of Understanding Money , Danny Noles and the team break down the tax implications of retirement income, Social Security, and required minimum distributions (RMDs). Plus, discover how Roth conversions can help reduce your future tax burden and why tax planning is just as important as investment planning.  ...

Market cycles are inevitable, but your response to them can make all the difference. On this episode of Understanding Money with Danny Noles , we explore the history of stock market crashes, the key warning signs of a downturn, and expert strategies to help protect your retirement savings in 2025. Learn how to stay calm, make informed decisions, and keep your financial plan on track—no matter what...

A great retirement plan isn’t just about saving—it’s about strategy. Danny Noles and team explain how to balance investment risk, ensure financial security, and use smart tax strategies to keep more of your hard-earned money. Tune in to learn how to build a retirement plan that works for you.   About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Nole...

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.   About the Podcast: This is the Understanding Money Podcast– with CEO and fou...

Estate planning isn’t just for the wealthy—it’s for everyone who wants to protect their assets, loved ones, and legacy. Whether you're just starting retirement or well into it, this episode covers essential estate planning steps, from wills and trusts to healthcare directives and tax-saving strategies. About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles of...

Retirement should be your time to relax and enjoy life, but poor planning can derail your dreams. In this episode, we uncover the most common retirement planning mistakes—from underestimating expenses to over-relying on Social Security—and share actionable tips to keep you on track.   About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. D...

Gone are the days when a pension could sustain your retirement. Join us as we discuss why creating diverse income streams is essential, with actionable steps to build a flexible and secure financial future. Want to live the retirement lifestyle you’ve always dreamed of? We’ll discuss how smart planning and income diversification can turn that dream into reality.   About the Podcast: This is the Un...

As 2025 begins, it’s time to rethink your financial habits and focus on what truly matters. This episode explores practical steps to boost your savings, manage expenses, and align your money with your goals. Discover how small changes now can lead to big financial wins this year – and beyond.   About the Podcast: This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Nole...