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

April 10, 2025 00:02:18
Episode Cover

Bonus: Tick Tock—Beat the Tax Deadline Before It Bites

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must ...

Listen

Episode

August 01, 2025 00:59:50
Episode Cover

Roth Rules, Retirement Income, and the One Big Beautiful Bill

In this packed episode of Understanding Money, the Noles Group team covers everything from market performance to major policy shifts, and what they all...

Listen

Episode

July 14, 2025 00:59:50
Episode Cover

12 Steps to Retire Smarter: The Pre-Retirement Playbook for Your 50s and 60s

Are you ready to retire—or just hoping you're on track? This week on Understanding Money with the Noles Group, Matt McClure is joined by...

Listen