Guarding Your Nest Egg

Guarding Your Nest Egg

By Talon WealthBusinessEntrepreneurshipEducationInvesting
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Guarding Your Nest Egg episodes

  • What can a financial advisor do that a regular person can't?

    Guarding Your Nest Egg Radio


    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
  • It's valuable to know how your investments will react during the good times and the bad

    Guarding Your Nest Egg Radio 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.

    6 min
  • Falling interest rates and how they impact income in retirement

    Falling interest rates and how they impact income in retirement 


    Accept minimal returns or take more risk?



    Guarding Your Nest Egg Radio

    Mike Lester

    Kristen Charles

    www.talonwm.com

    www.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/).

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

    9 min
  • Generating income from your investments in retirement

    Taking income from portfolios can be a difficult transition for many because we are conditioned to add to their retirement accounts NOT take from them


    Guarding Your Nest Egg Radio

    Mike Lester

    Kristen Charles

    www.talonwm.com

    www.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/).

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

    3 min
  • Send Me My Check!

    Judge Judy sold her TV show to CBS in 2017 and now collects $47 million per year to host the show. Why did she sell? Because she didn't want the responsibilities of running the show and was happy showing up to work and collecting a big fat check. 

    It's similar to what a person wants in retirement. They worked their entire life and saved. The last thing they want to do is spend their time watching their money. 

    Also, what you should be doing in the fall to plan for taxes next April.


    Guarding Your Nest Egg Radio

    Mike Lester

    Kristen Charles

    www.talonwm.com

    www.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/).

    See omnystudio.com/listener for privacy information.

    See omnystudio.com/listener for privacy information.

    11 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.