Sign up to save your podcasts
Or
Share Guarding Your Nest Egg
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Guarding Your Nest Egg
Guarding Your Nest Egg episodes
- Guarding Your Nest Egg - April 2020, Week 1 - Segment 1
Guarding Your Nest Egg Radio
Mike Lester
Kristen Charles
https://talonwm.com/
https://guardingyournestegg.com/
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
14 min - Lockheed Martin, Empower - Target date funds and active management
Lockheed Martin savings plans through Empower.
We see people on a regular basis that work of previously worked for Lockheed Martin. Most have the same goal; to generate as much return as possible with the least risk.
Target date funds can't promise to adjust the risk of the investments when markets change because the investment strategy is based on how close they are to the target date.
Active management can help reduce the risk a portfolio takes by adjusting the investment strategy depending on what is happening in the markets.
Guarding Your Nest Egg Radio
Mike Lester
https://talonwm.com/
https://guardingyournestegg.com/
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
4 min - Guarding Your Nest Egg - Week 4 March 2020 - Part 4
Guarding Your Nest Egg Radio
Mike Lester
Kristen Charles
https://talonwm.com/
https://guardingyournestegg.com/
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
11 min - Guarding Your Nest Egg - Week 4 March 2020 - Part 3
Guarding Your Nest Egg Radio
Mike Lester
Kristen Charles
https://talonwm.com/
https://guardingyournestegg.com/
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
14 min - Guarding Your Nest Egg - Week 4 March 2020 - Part 2
Guarding Your Nest Egg Radio
Mike Lester
Kristen Charles
https://talonwm.com/
https://guardingyournestegg.com/
© 2019 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
11 min - Guarding Your Nest Egg - Week 4 March 2020 - Part 1
Guarding Your Nest Egg Radio
Mike Lester
Kristen Charles
https://talonwm.com/
https://guardingyournestegg.com/
© 2019 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
14 min - Hire a financial advisor or do it yourself?
Mike Lester
Kristen Charles
www.talonwm.com
www.guardingyournestegg.com
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
8 min - Assuming taxes will be lower in retirement? It's not always the case
Mike Lester
Kristen Charles
www.talonwm.com
www.guardingyournestegg.com
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
11 min - Social Security benefits and when to claim them
Mike Lester
Kristen Charles
www.talonwm.com
www.guardingyournestegg.com
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
5 min - Markets don't always go up - What to expect out of 2020
Mike Lester
Kristen Charles
www.talonwm.com
www.guardingyournestegg.com
© 2020 Talon Wealth Management. All rights reserved.
Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.
Talon Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Talon Wealth Management and RWA are not affiliated.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Talon Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
8 min
About Guarding Your Nest Egg
From the publisher's feed
Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. We’re on a mission to cut through the noise and provide level-headed, unbiased insights to help you retire better. Our show is unfiltered, unbiased, and real-talk about retirement planning to help you maximize your wealth and lifestyle. Join fee-only fiduciary Mike Lester, along with Kristen Charles to cut through the noise of retirement planning gossip.
➡ New Episode Tuesdays.
➡ To be notified when we post a new episode:
For Apple Podcasts, Spotify, iHeartRadio or whatever platform you prefer, click on the ➕ Follow icon near the top of the page.
Mike Lester
Kristen Charles
© 2023 Talon Wealth. All rights reserved.
Mike Lester is an investment adviser representative of Talon Private Wealth, LLC, an SEC-registered investment adviser. Talon Private Wealth and this podcast network are not affiliated. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This information should not be considered tax or legal advice. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or advisory services. Be sure to consult with a tax professional before implementing any investment strategy. Florida license D056341. California License 0N00828.
🐊 Talon Wealth is The Official Wealth Management Team of the Florida Gators. Compensation was paid to Learfield for partnership with the Gators as of January 2023.