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

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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.

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Danny J. Noles

With more than three decades in the financial industry, Danny leads the firm with a focus on relationships, education, and long-term guidance. Clients value his availability, honesty, and ability to explain complex decisions clearly.
All Posts
Picture of Danny J. Noles

Danny J. Noles

With more than three decades in the financial industry, Danny leads the firm with a focus on relationships, education, and long-term guidance. Clients value his availability, honesty, and ability to explain complex decisions clearly.
All Posts
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