This is the Understanding Money Podcast– with the Noles Group. Founder and CEO Danny Noles and his team have decades of experience helping people achieve their financial dreams. Their goal is to give you the tools you need to retire with confidence. The show is all about helping you see through the financial fog!
Contact The Noles Group at 205-602-5065 or book a no-obligation appointment online at www.thenolesgroup.com/book-an-appointment.
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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.
All content for Understanding Money with The Noles Group is the property of The Noles Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This is the Understanding Money Podcast– with the Noles Group. Founder and CEO Danny Noles and his team have decades of experience helping people achieve their financial dreams. Their goal is to give you the tools you need to retire with confidence. The show is all about helping you see through the financial fog!
Contact The Noles Group at 205-602-5065 or book a no-obligation appointment online at www.thenolesgroup.com/book-an-appointment.
----------
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.
Retirement Income Done Right: Bucket Strategy, 4 % Rule & the Decumulation Shift
Understanding Money with The Noles Group
59 minutes 50 seconds
4 months ago
Retirement Income Done Right: Bucket Strategy, 4 % Rule & the Decumulation Shift
Vegas jokes ✅. 4 % rule myths ✅. 3 bucket strategy ✅.
In this jam-packed episode of Understanding Money with The Noles Group, Matt McClure sits down with Parker, Chandler, and Tyler Noles to tackle the #1 question facing today’s retirees: “How do I turn a lifetime of saving into a lifetime of sustainable income?”
What You’ll Learn:
Why focusing only on growth can wreck retirement • How to craft a comprehensive income plan that manages longevity, sequence-of-returns, and inflation risks • The 3-Bucket Strategy—balancing safety, liquidity, and long-term growth • A fresh look at the famous 4 % withdrawal rule (still useful or totally outdated in 2025?) • The real meaning of “accumulation ➡️ decumulation” and how to make the mental switch from saving to spending • Why quarterly reviews and personalized service—not “one-size-fits-all” products—are the Noles Group’s secret sauce
Plus, real-life client stories: a rental-property 1031 exchange, a UPS retiree funding bucket-list travel, and more.
Need a Second Opinion?
Schedule a free consultation: TheNolesGroup.com or 205-602-5065. Whether you have $1 or $100 million, the team will help you design a plan that lets you sleep at night and live it up during the day.
Because retirement isn’t a number—it’s an income.
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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!
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.
Understanding Money with The Noles Group
This is the Understanding Money Podcast– with the Noles Group. Founder and CEO Danny Noles and his team have decades of experience helping people achieve their financial dreams. Their goal is to give you the tools you need to retire with confidence. The show is all about helping you see through the financial fog!
Contact The Noles Group at 205-602-5065 or book a no-obligation appointment online at www.thenolesgroup.com/book-an-appointment.
----------
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.
