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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 retirees and pre-retirees finish strong — and prepare for big tax changes ahead.
The team unpacks:
- Required Minimum Distributions (RMDs) — new rules, reduced penalties, and how to avoid costly mistakes
- Roth Conversions — why the “pay now, save later” approach might make sense before the 2026 tax law changes
- Charitable Giving Strategies — how to give smarter with QCDs, donor-advised funds, and appreciated assets
- Tax Bracket Planning — what the One Big Beautiful Bill Act means for retirees
- How to avoid the December panic and take control of your year-end planning
If you want to reduce taxes, simplify your portfolio, and make your money work harder in 2026 and beyond — this episode is a must-listen.
