Welcome to the podcast home for the Noble Financial Group, LLC - "Investing the Noble Financial Way". Your host Luke Noble is CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Estate Planner, Financial Services Representative, and Investment Adviser Representative. Needless to say, he knows a thing or two.
Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the changes brought about by Secure Act 2.0.
24 May 2023
How are retirement plans left to my heirs?
In this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner reviews retirement plans and how those plans are left to beneficiaries when the owner passes.
24 May 2023
What is a RMD and what are the changes happening with Secure Act 2.0
Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains in detail what an RMD is and goes over changes age changes based on Secure Act 2.0.
29 Dec 2022
Procrastination: Don't do it!
On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about why you should plan ahead and NOT procrastinate when it comes to making good financial decisions, especially when starting the new year. It's time to review your progress and set new goals. To view the year-end planning check-list that Luke talks about click this link: https://s3.amazonaws.com/static.contentres.com/media/documents/dd3516a8-bd53-47e3-83a1-cfd66faba999.pdf
Approval # CRN202512-3500185
28 Dec 2022
Roth IRA Savings for Your Kids: Efficiently and Early
Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner shares about why and how you can save for your kids through a Roth IRA. Approval #CRN202512-3500371.
18 Jul 2022
The Threat of a Recession Part 2: The "R" Word
Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the "R" Word and what you can do to be prepared for it. Approval #CRN202506-2685209
1 Jul 2022
The Threat of a Recession Part 1: Interest Rates
On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about what the threat of a recession means, particularly for interest rates. Approval # CRN202506-2685199
27 Jun 2022
Life After Graduation
Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains the importance of starting to save as early as possible. Approval #CRN202506-2685184
17 May 2022
Estate Planning with Att. Jen Shea Part 3: Putting the Plan Together
Att. Jen Shea joins Luke today to discuss the important topic of estate planning. This is part 3 of a 3 part series. Approval #: CRN202505-2344554
17 May 2022
Estate Planning Part 2: Trusts
Att. Jen Shea joins Luke today to discuss the important topic of estate planning. This is part 2 of a 3 part series. Approval #: CRN202505-2344514
17 May 2022
Estate Planning with Attorney Jen Shea Pt1
Att. Jen Shea joins Luke today to discuss the important topic of estate planning. This is part 1 of a 3 part series.
Approval #: CRN202505-2344346
9 Mar 2022
The Difference Between Mutual Funds & ETFs
Today, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner looks at investing in the most common vehicles: mutual funds and exchange traded funds (ETFs).
Approval #CRN202503-1534901
1 Mar 2022
Building Wealth
Today, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about building your wealth. Approval #: CRN202503-1534890 LNP004
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