Are you ready for retirement, or just hoping things work out? In this episode of Understanding Money with the Noles Group, our team shares expert advice on how to create a rock-solid retirement plan. We’ll cover five key budgeting steps for retirees, how to allocate income efficiently, why Roth conversions might be right for you, and how to avoid a massive tax burden in retirement. We also discuss estate planning essentials—like wills, powers of attorney, and long-term care—plus why Social Security shouldn't be your only income stream. If you're a pre-retiree, retiree, or just looking to take control of your financial future, this episode is packed with insights to help you retire with confidence.

Get clarity and confidence—schedule your no-cost consultation today at thenolesgroup.com or call 205-602-5065.

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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

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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.