The Noble Group

Medicare Part C, or Medicare Advantage, is often referred to as an alternative to original Medicare. However, it’s not always an apples-to-apples comparison. Josh Palmer, CFP®, goes over what you should know.

Watch the full video here: https://youtu.be/7mW9QPUCgpE

Navigating Medicare can be a convoluted, tricky process. Josh Palmer, CFP®, walks through the basics of Medicare Parts A, B, and D, explaining coverage options and potential costs.

Watch the full video here: https://youtu.be/fLKjDr4mQ4c

Prioritizing Roth contributions in retirement planning can net additional value once you begin withdrawing. Josh Palmer, CFP®, shows how a client could earn an extra $2 million utilizing this strategy.

Watch the full video here: https://youtu.be/fsVboyn8UoU

It’s an age-old question that’s been pushed to the forefront in the recent days: Does the stock market do better under Republican presidents or Democratic presidents? Suro Ghatak looks at historical data to find the answer.

Watch the full video here: https://youtu.be/YdGBMTlUJEA

Inflation can have drastic effects on your retirement. Josh Palmer, CFP®, explains that without making cost-of-living adjustments (COLAs), you may be unprepared for increased expenses on a fixed-income lifestyle.

Watch the full video here: https://youtu.be/R11APXULVHk

Building a custom financial plan tailored to your lifestyle and goals can be a crucial piece to your long-term financial future. Josh Palmer, CFP®, explains the process of creating and maintaining one.

Watch the full video here: https://youtu.be/1m9iKezo5X0

When it comes to withdrawing money in retirement, the 4% rule is often referenced as a good starting point. Josh Palmer, CFP®, explains what the 4% rule really means, and whether it can be trusted.

Watch the full video here: https://youtu.be/H_49sLkRX80

Protecting financial assets is a high priority for everyone. Life insurance and long-term care (LTC) insurance can be instrumental in achieving this goal. Josh Palmer, CFP®, explains how.

Watch the full video here: https://youtu.be/nIgPFjftGYo

Many high-income earners make too much money to contribute directly to a Roth IRA. However, there’s a workaround: a backdoor Roth. Josh Palmer, CFP®, explains the process step-by-step.

Watch the full video here: https://youtu.be/Y82u086en3I

Deciding when to take Social Security can be a tricky decision. Josh Palmer, CFP®, shows how a client’s retirement could be drastically changed – potentially costing them $500,000 or more – if they decide to take it early.

Watch the full video here: https://youtu.be/da2qMWR3MiE

Taking a loan from your 401(k) account can have cascading effects by the time you reach retirement. Britton Noble, AIF®, explains how a 35-year-old’s 401(k) balance could be significantly impacted by the time they turn 65.

Watch the full video here: https://youtu.be/QhGeWwwCsUw

After explaining the basics of Roth (after-tax) vs. pre-tax contributions, Britton Noble, Financial Advisor at The Noble Group, discusses the potential tax benefits and contribution limits of 401(k)s and IRAs.

Watch the full video here: https://youtu.be/Cg2pHcQ_baU

Roth (after-tax) versus pre-tax contributions can get really complicated really fast. Britton Noble, Financial Advisor with The Noble Group, explains the basics of these two options.

Watch the full video here: https://youtu.be/j1ypyKsGvZI

Join Josh Palmer, CFP® as he walks through the financial plan of a client in this situation: He’s 50 years old, has $1 million saved up for retirement, and is wondering whether he can retire at 65 on $8,000 a month.

Watch the full video here: https://youtu.be/Vzoj2tvMBU8

Donating to charity is an incredible way to give back to your community, and it’s no secret it can also provide certain advantages come tax season. But how can you maximize the amount you send to your charity of choice while also ensuring you receive the tax benefits you deserve? Britton Noble, Financial Advisor at The Noble Group, explains how contributing to a donor-advised fund may help you achieve both of these goals.

Watch the full video here: https://youtu.be/Qd2JEdLaqg4

Should you adjust your investment risk profile during retirement? Josh Palmer, CFP® highlights the factors behind the decision.

For a more in-depth explanation, click here: https://youtu.be/hR14Tc8tfOE

What will happen to your assets when you’re gone? What kind of care will you receive if you become incapacitated? These questions can be answered with the proper planning. Josh Palmer, CFP® explains the four documents everyone should have, regardless of health and age.

Watch the full video here: https://youtu.be/WS_kaOj5C84

Is now a good time to invest in bonds? Rick Riley, CFP® explains the mechanics of bonds and highlights why now may be a good time to invest in them.

Watch the full video here: https://youtu.be/qq-U1zc8tCM

Can a 60-year-old with $1 million retire? Josh Palmer, CFP® details the steps needed to determine this in one minute.

For an in-depth explanation with a full financial plan, click here: https://youtu.be/LBEPHX7LtxQ

When’s the most optimal time to start taking Social Security? Josh Palmer, CFP® explains the steps to deciding in one minute.

For a more in-depth analysis, watch our full-length video here: https://youtu.be/uub17Guf3Tg

What is a Roth conversion and how does it work? Josh Palmer, CFP® explains it in one minute.

To better understand how a Roth conversion can impact your retirement plan, watch our in-depth video here: https://youtu.be/fxQsSuz9L3Q