Understanding Money with The Noles Group

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...