Understanding Money with The Noles Group

Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter… First, clean up your accounts – If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic. Next, declutter your debt – Multiple credit cards, loans with varying interest rates, and different due dates can create unnecessary pressure. Organize...

Planning for retirement isn’t just about saving—it’s about having a strategy. In this episode of Understanding Money with the Noles Group, Matt McClure joins Danny, Parker, Chandler, and Evan to break down a comprehensive roadmap for retirement. The team walks through six key steps to help listeners prepare for the “retirement red zone,” the critical years leading up to and just after retirement....

Inflation isn’t just a number on the news—it’s a force that quietly reshapes retirement security over time. In this comprehensive episode of Understanding Money, Danny Noles and his team tackle one of retirement’s most persistent challenges: how rising prices erode purchasing power when paychecks stop coming in. Discover why retirees face unique inflation pressures that workers don’t experience. W...

Happy “America Saves Week!” Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview: Saving remains a priority—but it’s challenging: ~52% of Americans say saving is a top priority ~72% say inflation and cost of living are impacting finances Automation is one of the easiest wins: Tools like debit round-ups (e.g., “Keep the Change”) Recurring autom...

Losing a spouse is one of life’s most difficult experiences—and it often comes with an unexpected financial shock. In this essential episode of Understanding Money with the Noles Group, Parker, Tyler, and Chandler tackle a tough but critical topic: preparing your finances for life after loss. More than 1.2 million Americans age 60+ become widowed each year, and many face a devastating reality: hou...

On this episode of Understanding Money with the Noles Group, moderator Matt McClure is joined by advisors Danny Noles, Parker Noles, Chandler Noles, and Evan Griffith for a comprehensive discussion on Social Security and retirement income planning. The team breaks down when and how to claim Social Security, how market volatility and inflation impact retirement decisions, and why Social Security sh...

Financial momentum doesn’t happen overnight — it’s built through discipline, consistency, and smart planning. In this episode of Understanding Money with the Noles Group, co-host Matt McClure sits down with Danny Noles, Parker Noles, Chandler Noles, and Tyler Noles to discuss how investors can reset their financial momentum and stay focused on long-term retirement success, even during periods of m...

On this week’s episode of Understanding Money, Matt McClure joins Parker Noles, Tyler Noles, and Evan Griffith for a wide-ranging roundtable discussion on the big retirement shifts unfolding in 2026 and beyond. The retirement landscape is changing fast—and many of the old assumptions no longer apply. From where you live, to how you plan for healthcare, to how long your money really needs to last,...

Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter… First, clean up your accounts – If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic. Next, declutter your debt – Multiple credit cards, loans with varying interest rates, and different due dates can create unnecessary pressure. Organize...

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.

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.

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.

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...

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.

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.

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