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 205-602-5065or book a no-obligation appointment online at www.thenolesgroup.com/book-an-appointment. ----------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.

Understanding Money with The Noles Group is a business podcast hosted by Unknown Host, with 78 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Understanding Money with The Noles Group, a business show with 78 episodes published.

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  Understanding Money with The Noles Group

  Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits

  Sep 9, 20269 min

  Back-to-school season can put added pressure on the family budget—but a little planning can help keep those costs under control. Retirement.Radio’s Matt McClure talks with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on school supplies, technology, clothing and other essentials. They also discuss how to teach teens the basics of budgeting, encourage responsible credit use, resist the pressure to overspend and begin building an emergency fund. It’s a timely conversation packed with simple strategies families can use during the school year and beyond. --- 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/lets-talk/ 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.

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  Understanding Money with The Noles Group

  Podcast Extra: Understanding Fixed Indexed Annuities: Protection, Growth & Lifetime Income

  Aug 12, 20262 min

  Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but as an important part of a long-term financial strategy. Key Points Covered: Inflation and investments balancing out purchasing power How younger millennials view real estate investments How investment property becomes a potential tangible asset --- 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/lets-talk/ 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.

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  Understanding Money with The Noles Group

  Podcast Extra: 99 Smart Ways to Save Money in Today's Economy

  Jul 29, 20266 min

  As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide. The conversation covers: Smart grocery shopping strategies that can help reduce impulse spending. Creative ways to use AI as a money-saving tool, from negotiating fees to planning travel. Easy travel tips that can help lower fuel costs on your next road trip. Online shopping tricks that could unlock discounts before you click "buy." Resources from AARP that can help you stretch your dollars throughout the year. Whether you're preparing for retirement or simply looking for practical ways to make your money go further, this interview is packed with actionable tips you can start using today. --- 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/lets-talk/ 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.

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  Understanding Money with The Noles Group

  Retirement Countdown: What to Do One Year Out—and What to Do 5 to 10 Years Before

  Jul 24, 20261 hour

  Whether retirement is just around the corner or still several years away, the decisions you make today can have a lasting impact on your financial future. In this episode of Understanding Money with the Noles Group , Parker Noles, Tyler Noles, Evan Griffith, Chandler Noles, and host Matt McClure discuss the critical steps to take both one year before retirement and during the five-to-ten-year "retirement red zone." They also examine why many Americans are cutting back on retirement savings, offer practical strategies for staying on track, and answer common financial questions during another edition of Right or Wrong . In this episode: Five important steps to take during your final year before retirement How to prepare if you're 5–10 years away from retiring Building a reliable retirement income strategy Social Security, tax planning, Medicare, and withdrawal considerations Why maintaining retirement savings during difficult economic times still matters How employer matching can dramatically improve long-term retirement outcomes The benefits of personalized retirement planning over one-size-fits-all investment strategies A fun edition of "Right or Wrong" covering ETFs, annuities, taxes, and retirement income No matter where you are on your retirement journey, this episode provides actionable insights to help you retire with greater confidence and financial peace of mind. --- 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/lets-talk/ 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.

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  Understanding Money with The Noles Group

  The Insurance You Hope You Never Need

  Jul 3, 20261 hour

  Most people insure their homes, their cars, and even their smartphones—but what about the financial risks that could have the biggest impact on retirement? In this episode of Understanding Money with the Noles Group , Danny, Parker, Tyler, and Chandler Noles, along with Matt McClure, discuss several often-overlooked areas of retirement planning that can help protect everything you've worked so hard to build. They cover the rising cost of long-term care, why disability insurance protects more than just your paycheck, how modern life insurance offers benefits while you're still living, common Medicare mistakes that can lead to permanent penalties, and why keeping your beneficiary designations current may be just as important as having a will. If you're approaching retirement—or already there—this episode provides practical guidance for protecting your income, your family, and your legacy. --- 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 --- 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. But this isn't just about problems—it's about solutions. Whether you're already retired or approaching retirement age, this episode provides actionable insights to help protect your financial future from inflation's compounding effects. The Noles Group offers complimentary consultations to listeners ready to build a retirement plan that holds up against rising costs.

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