Understanding Money with The Noles Group
by 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. ----------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.
Episodes
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Market Drop: Different impacts once savings become a retirement paycheck...
On this episode of Understanding Money with the Noles Group, Matt McClure joins Parker Noles, Chandler Noles, Tyler Noles, and Evan Griffith to explain why the timing of investment losses matters when retirees are taking withdrawals. The team walks through five planning gaps, from an unclear...
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From Savings to Paychecks: Building Your Retirement Income Plan
Building your retirement savings is one challenge. Turning those savings into income that can last through rising prices, market swings, and unexpected expenses requires a different playbook. In this episode of Understanding Money with the Noles Group, Matt McClure joins Parker, Chandler, and…
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Podcast Extra: Avoiding the October Scaries
This Halloween-themed financial vignette explores the financial fears many Americans face, from market volatility and inflation to unexpected expenses and retirement uncertainty. Featuring insights from interviews with financial industry leaders, this month's vignette offers a message of optimism...
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Medicare AEP: Will Your Plan Still Fit Next Year?
Your Medicare plan worked this year—but will it still meet your needs next year? In this episode of Take Pride in Retirement, my husband and co-host, Josh Rhett Noble, joins me to discuss what to review during Medicare’s Annual Enrollment Period (AEP). We walk through your plan’s Annual Notice of...
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Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
You’ve spent decades saving for retirement—but how do you turn that money into income you can confidently spend? Retirement.Radio’s Matt McClure talks with bestselling author and AARP personal finance columnist Jean Chatzky about her new book, The Forever Paycheck. They explore why retirees often...
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The Retirement Balancing Act: Save Consistently, Spend Confidently
You’ve spent years saving for retirement—but will you feel comfortable spending that money when the time comes? Matt McClure joins Parker Noles, Tyler Noles, and Evan Griffith to explore the shift from building a nest egg to creating a retirement paycheck, including why required minimum...
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Keep More of What You’ve Built: Retirement Income, Taxes and Lasting Wealth
Building wealth and making it last require different approaches. Once the paycheck stops, dependable income, realistic spending and thoughtful tax planning become essential pieces of your retirement picture. On this episode of Understanding Money with the Noles Group, Matt McClure joins Parker...
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Podcast Extra: Emergency Funds in Retirement
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover…
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Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits
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...
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Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
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...
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Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
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...
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Retirement Countdown: What to Do One Year Out—and What to Do 5 to 10 Years Before
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...
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The Insurance You Hope You Never Need
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…
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Podcast Extra — Medicaid Changes and Cancer Treatment: What's at Stake?
New Medicaid work requirements are scheduled to take effect in 2027, and some healthcare experts are raising concerns about how they could affect cancer patients and survivors. Retirement.Radio's Matt McClure sits down with Dr. Julie Gralow, Chief Medical Officer and Executive Vice President of…
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Summer Slowdown or Summer Opportunity? Mid-Year Moves That Can Strengthen Your Retirement Plan
Summer is here, and while many people are focused on vacations, travel, and family activities, your retirement plan doesn't get a seasonal break. In this episode of Understanding Money with the Noles Group, Danny Noles, Parker Noles, Evan Griffith, special guest Todd Pierce, and Matt McClure...
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Retirement Momentum: Small Habits, Big Results
As we reach the halfway point of the year, it's the perfect time to check in on your financial goals and make sure you're still moving in the right direction. On this week's episode of Understanding Money with the Noles Group, Matt McClure is joined by Parker Noles, Evan Griffith, and Jack Rivers...
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The Retirement Rules Are Changing: What You Need to Know
In this episode of Understanding Money with the Noles Group, the team explores a major update to one of retirement planning's most famous guidelines—the 4% rule. New research suggests retirees may be able to safely withdraw more from their portfolios than previously thought, but the answer isn't…
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Podcast Extra: Hearing Loss with Dr. Ryan Potter
Retirement.Radio’s Matt McClure speaks with Dr. Ryan Potter about the growing issue of hearing loss among first responders and why protecting hearing health is so important in high-pressure emergency situations. Dr. Potter explains that long-term noise exposure impacts an estimated 80% of law...
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Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose.Key Points Covered: Finding a purpose - For many who...
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Building Your Financial Foundation: Emergency Funds, Retirement Fears & Income Strategies
Matt McClure joins Danny, Parker, and Jack from the Noles Group to break down the essential building blocks of a strong financial future. The conversation starts with a critical—but often overlooked—step: building an emergency fund. With nearly one in three Americans in their peak earning years...
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The Biggest Money Pitfalls That Can Derail Your Retirement
On this episode of Understanding Money with the Noles Group, Danny Noles and the team break down some of the most common—and costly—financial mistakes that can derail your retirement plans. From panic-selling during market downturns to claiming Social Security too early, they share practical...
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Podcast Extra: Saving strategies in a High-Cost Environment
Happy "America Saves Week!" Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview: Saving remains a priority—but it’s challenging: ~52% of Americans say saving is a top priority ~72% say inflation and cost of living are impacting finances...
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6 Steps to Build a Retirement Roadmap (And Avoid Costly Mistakes)
Planning for retirement isn’t just about saving—it’s about having a strategy. In this episode of Understanding Money with the Noles Group, Matt McClure joins Danny, Parker, Chandler, and Evan to break down a comprehensive roadmap for retirement. The team walks through six key steps to help...
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Podcast Extra: Financial Literacy Month
April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the first clue about how to manage a paycheck, a credit card, or a financial future. Fast-forward to 2026, and the problem hasn’t gone away. Nearly...
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Spring Financial Cleaning: Finding Thousands in Forgotten Retirement Accounts
Spring isn't just for cleaning closets—it's the perfect time to tidy up your retirement finances and discover money you may have forgotten about. In this comprehensive episode of Understanding Money, Parker Noles, Chandler Noles, Evan Griffith, and Jack Rivers guide listeners through a crucial...
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The Widows Playbook: Financial Planning for Life After Loss
Losing a spouse is one of life's most difficult experiences—and it often comes with an unexpected financial shock. In this essential episode of Understanding Money with the Noles Group, Parker, Tyler, and Chandler tackle a tough but critical topic: preparing your finances for life after loss.…
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Why Inflation Still Matters: Protecting Your Retirement Income in 2026
Inflation isn't just a number on the news—it's a force that quietly reshapes retirement security over time. In this comprehensive episode of Understanding Money, Danny Noles and his team tackle one of retirement's most persistent challenges: how rising prices erode purchasing power when paychecks...
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Social Security Strategies, Market Volatility, and Income Planning for a Secure Retirement
On this episode of Understanding Money with the Noles Group, moderator Matt McClure is joined by advisors Danny Noles, Parker Noles, Chandler Noles, and Evan Griffith for a comprehensive discussion on Social Security and retirement income planning. The team breaks down when and how to claim…
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Volatility, Momentum & Money: Staying Focused on Long-Term Retirement Success
Financial momentum doesn’t happen overnight — it’s built through discipline, consistency, and smart planning. In this episode of Understanding Money with the Noles Group, co-host Matt McClure sits down with Danny Noles, Parker Noles, Chandler Noles, and Tyler Noles to discuss how investors can...
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Podcast Extra: Financial Spring Cleaning
Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter… First, clean up your accounts - If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic. Next, declutter your debt - Multiple credit…
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The Five Big Retirement Shifts You Need to Prepare for in 2026
On this week’s episode of Understanding Money, Matt McClure joins Parker Noles, Tyler Noles, and Evan Griffith for a wide-ranging roundtable discussion on the big retirement shifts unfolding in 2026 and beyond. The retirement landscape is changing fast—and many of the old assumptions no longer...
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Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the…
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Podcast Extra: How to Build a Recession-Ready Budget
How to Build a Recession-Ready BudgetCore Theme: Recession talk is back for 2026—it may not be in every headline, but the odds aren’t at zero percent. You need to be prepared for the scenario of a possible recession.Key Points Covered: Emergency Funds --- Start by building (or topping off) an...
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Podcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling Overwhelmed
Retirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household...
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Podcast Extra: Important Tax Changes for the 2026 Filing Season
Retirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for…
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2026 Market Uncertainty: How to Build a Retirement Plan That Can Weather Any Storm
Welcome to the first 2026 edition of Understanding Money with the Noles Group! Matt McClure sits down with Danny, Parker, Chandler, and Tyler Noles to tackle retirement planning in a year already marked by elevated uncertainty. Tariff pressure, geopolitical conflicts, inflation, and an election...
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Financial Resolutions for 2026: Your Guide to a Stronger Year Ahead
In this packed episode of Understanding Money with the Noles Group, Matt, Danny, Parker, Tyler, and Evan dive into everything listeners need to prepare financially for an impactful 2026. From rebuilding your budget after the holidays to automating your savings, from establishing strong financial...
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Your 2025 Year-End Financial Checklist: Smart Moves Before January 1st
As 2025 winds down, the Noles family breaks down your essential year-end financial checklist—from budgeting and retirement contributions to RMDs, tax-sensitive moves, insurance reviews, Medicare updates, emergency savings decisions, and more. We also spotlight the latest holiday scams (based on…
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Retirement Shock: Emotional, Financial & Market Risks New Retirees Must Know
In this episode, Matt McClure joins Parker, Tyler, and Jack from the Noles Group to walk through the real challenges retirees face in their first year—emotional adjustments, tax surprises, healthcare costs, and the danger of sequence-of-return risk. The team explains why planning ahead, creating...
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Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season
In this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture…
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The Truth About Social Security’s Future—And How to Prepare
In this Thanksgiving edition of Understanding Money with the Noles Group, Danny, Parker, Chandler, and Evan break down the 2026 Social Security changes and what rising Medicare premiums, inflation, and tax updates mean for retirees and those nearing retirement. The team explains why COLA…
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Countdown to Year-End: Smart Tax Moves for Retirees Before 2026
The clock is ticking! ⏰ As 2025 winds down, there’s still time to make key financial moves that could save you thousands before the new year. In this episode of Understanding Money with the Noles Group, hosts Danny Noles, Parker Noles, Tyler Noles, and Chandler Noles join Matt McClure to help...
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Podcast Extra: The Proper Steps to Take for a Successful Retirement
In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement. Key Points Covered: The importance of saving for retirement – NOW Balancing your investments – How a healthy mix of...
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Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus)...
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Retire Once and Retire Right: Beating the Fear of ‘Unretiring
Are you afraid you might have to “unretire”? You’re not alone. In this episode of Understanding Money with the Noles Group, Danny, Parker, Jack, and Evan join Matt McClure to unpack why so many Americans are worried about running out of money—and what you can do to stay retired for good. The team...
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Retire Smarter, Not Harder: Tax-Efficient Withdrawal Strategies for Every Stage of Retirement
Retirement isn’t about working harder — it’s about planning smarter. In this week’s episode of Understanding Money with the Noles Group, Danny, Parker, Tyler, and Chandler Noles join Matt McClure to break down one of the most crucial — and misunderstood — parts of retirement planning: how to...
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Bonus Interview: New Tax Changes - with Mark Steber
Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes…
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Will Your Money Last as Long as You Do?
Americans are living longer than ever—but that brings a big question: will your money last as long as you do? In this week’s Understanding Money with the Noles Group, Danny, Parker, Chandler, Jack, and Matt dive into longevity risk—the very real fear of outliving your savings. They explore why...
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Bonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom Kamber
Retirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are using technology, where the biggest gaps remain, and why digital privacy is more important than ever. From app permissions to...
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Beyond the Numbers: Estate Planning, Probate, and Protecting Your Legacy
Estate planning is more than just dividing up assets—it’s about protecting your family, avoiding conflict, and ensuring your wishes are honored. In this week’s Understanding Money with the Noles Group, Parker, Tyler, and Chandler Noles (with Matt McClure hosting) take a deep dive into the...
About this show
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. ----------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.
Hosted by
The Noles Group