Understanding Money with The Noles Group
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.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
- Update frequency
- every 6 days
- Average duration
- 52 minutes
- Episodes
- 37
- Years Active
- 2025
Understanding the Market Dip: What Retirees Should Know
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 …
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
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…
Bonus Interview: Spring Clean Your Finances for America Saves Week
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…
Retirement Under Pressure: Taxes, Tariffs & Market Volatility
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 n…
How to Retire with Confidence: Social Security, Smart Inspections, and Avoiding Common Risks
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 retir…
Spring Clean Your Finances: Smart Moves for 2025
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 …
Retirement Conversations That Matter: Family, Finances & The Future
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.…
Riding the Market Rollercoaster: Smart Strategies for Uncertain Times
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 …
Avoiding Retirement Pitfalls: Income, Risk & Tactical Planning
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…
Retirement Taxes & Smart Planning: What You Need to Know
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, So…
Understanding Market Cycles: How to Stay Calm in Uncertain Times
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 w…
The Retirement Puzzle: Balancing Risk, Safety & Taxes
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 …
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
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…
Your Legacy, Your Way: Why Estate Planning is Crucial for Every Retiree
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 es…
Retirement Roadblocks: Mistakes to Dodge for a Smooth Journey
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 expense…
Beyond the Pension: Retirement Planning for Modern Times
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 …
Money Moves for a Stronger 2025
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 you…