Planning Retirement the Right Way: More Than Just the Math

Retirement is more than just numbers—it’s a major life transition that impacts your finances, emotions, and sense of purpose. In this episode of Understanding Money with the Noles Group, Danny, Parker, Tyler, and Chandler break down what it really takes to retire with confidence.

The team dives into:

• The emotional reality of retirement—identity, structure, and purpose after work.


• Why it’s important to retire to something, not just from something.


• The value of volunteering, mentoring, and staying active for mental health and longevity.


• How to build a SMART vision, SMART inspection, and SMART income plan for retirement.


• Social Security at 90—busting myths, addressing funding challenges, and explaining why it’s still a cornerstone of retirement planning.

Whether you’re five years away from retirement or already there, this episode will help you balance the financial side of retirement with the personal side—so you can find peace of mind and purpose in your golden years. 

Schedule your complimentary consultation today: (205) 602-5065
Visit: TheNolesGroup.com

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About the Podcast:
This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog!

Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment

Check out our website: thenolesgroup.com

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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.