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 surprise you, and how to prepare for tax season with confidence.

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!

Contact The Noles Group: 205-602-5065

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.

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. In this episode, Danny Noles and the team cover how to navigate these discussions, update beneficiaries, and avoid costly estate battles. Plus, market risks and investment strategies for volatile times.

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!

Contact The Noles Group: 205-602-5065

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.

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 happens in the markets.

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!

Contact The Noles Group: 205-602-5065

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.

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 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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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.

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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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 market does next.

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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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 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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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 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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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 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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.

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. 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!

Contact The Noles Group: 205-602-5065

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

Check out our website: thenolesgroup.com

--
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.