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.
What do retirees fear most? (Spoiler: it’s not death.) In this episode of Understanding Money with the Noles Group, Danny, Parker, Tyler, and Chandler...
Gone are the days when a pension could sustain your retirement. Join us as we discuss why creating diverse income streams is essential, with...
Market cycles are inevitable, but your response to them can make all the difference. On this episode of Understanding Money with Danny Noles, we...