The Noles Group

Understanding Money with The Noles Group

Business EN ↓ 81 episodes

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 entit...

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Author

The Noles Group

Episodes

The Retirement Puzzle: Balancing Risk, Safety & Taxes 07.02.2025 59:50

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...

Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt 06.02.2025 8:02

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...

Your Legacy, Your Way: Why Estate Planning is Crucial for Every Retiree 31.01.2025 59:50

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 Roadblocks: Mistakes to Dodge for a Smooth Journey 24.01.2025 59:50

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...

Beyond the Pension: Retirement Planning for Modern Times 17.01.2025 59:49

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...

Money Moves for a Stronger 2025 16.01.2025 59:50

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...