Ready, Set, Retire: De-Risking, Smart Planning, and Healthcare Costs in Retirement

September 09, 2025 00:59:50
Ready, Set, Retire: De-Risking, Smart Planning, and Healthcare Costs in Retirement
Understanding Money with The Noles Group
Ready, Set, Retire: De-Risking, Smart Planning, and Healthcare Costs in Retirement

Sep 09 2025 | 00:59:50

/

Show Notes

In this episode of Understanding Money with the Noles Group, hosts Danny, Parker, Tyler, and Evan join Matt McClure to tackle three critical retirement topics: building a retirement checklist, de-risking your portfolio, and preparing for rising healthcare costs. From Social Security strategies to tax-smart withdrawals, guaranteed income, and the rule of 100, the team explains how to transition from saving to spending with confidence. You’ll also hear the fan-favorite segment Right or Wrong, where common retirement myths are put to the test.

Packed with practical advice, real-world examples, and a healthy dose of humor, this episode will help you get retirement-ready.

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

 

---

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.

 

Other Episodes

Episode

May 02, 2025 00:59:49
Episode Cover

How to Retire Smarter: Cash Flow, Income Planning & Tax Strategies

Are you ready for retirement, or just hoping things work out? In this episode of Understanding Money with the Noles Group, our team shares...

Listen

Episode

March 27, 2026 00:59:49
Episode Cover

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...

Listen

Episode

November 26, 2025 00:59:50
Episode Cover

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...

Listen