Understanding Money with The Noles Group

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.

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 t...

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 cla...

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 clarity...

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...

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 s...

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 discuss...

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 single...

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 vision The ...

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...

What does it really take to retire with peace of mind? This week on Understanding Money with the Noles Group, we’re getting back to financial fundamentals. Danny Noles – along with Tyler, Chandler, and Parker Noles – break down 9 essential strategies for living comfortably in retirement. From maximizing your Social Security to reducing taxes and building your own personal pension, you’ll walk away...

Vegas jokes . 4 % rule myths . 3 bucket strategy . In this jam-packed episode of Understanding Money with The Noles Group, Matt McClure sits down with Parker, Chandler, and Tyler Noles to tackle the #1 question facing today’s retirees: “How do I turn a lifetime of saving into a lifetime of sustainable income?” What You’ll Learn: Why focusing only on growth can wreck retirement • How to craft a com...

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...

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 McCl...

Are you ready to retire—or just hoping you’re on track? This week on Understanding Money with the Noles Group, Matt McClure is joined by Parker, Tyler, and Chandler Noles, along with Jack Rivers, to tackle one of the most critical questions facing pre-retirees: How do I actually get ready to retire in the next 5 to 10 years? They walk through a comprehensive 12-step pre-retirement checklist design...

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 confidenc...

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...

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 bui...

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 bui...

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 the...

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.

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...

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 in the “One...