Guarding Your Nest Egg

Remember when “New Coke” was introduced in 1985? Consumers were so outraged that within 77 days Coca-Cola Classic was reintroduced. Today, there are a lot of new ways to invest money compared to previous generations. Mike answers a few questions many are wondering: Should investors stick with what they know? Or investigate some of the newer options available like bitcoin, meme stocks a...

Biden’s Americans Rescue Act expanded the Child Tax Credit significantly, and families across America recently started receiving monthly checks in their bank accounts. Mike explains how this might affect you financially even if you didn’t receive any the cash. Plus, CBS News found that 4 out of 10 Americans are considering a job change in the next year. If you’re part of that clu...

Do you ever think about all of the JK’s, BTW’s and ROFL’s you see or send? Since we do almost everything online or on our phones, acronyms have become a social norm. We have a little fun at Mikes expense testing his “wokeness” (as the kids say) of day-to-day abbreviations. Then he enlightens us on the investing acronyms that sometimes puzzle investors. Plus, what we r...

While we’re quickly moving through 2021, Mike unveils the steps investors should consider for a midyear financial checkup. Plus, Vanguard says most retirement savers are sticking to “vanilla” retirement plans. In a world filled with headlines about meme stocks, bitcoin, inflation and tax concerns... find out if the “vanilla” option is good for you in this current mark...

The Fed Chief signaled that interest rate hikes could happen in 2023, then another Fed official says it may be as soon as 2022. It’s not only puzzling to many Americans, in June it prompted the worst sell-off on Wall Street since the fall of 2020. Considering that and the concern over rising taxes, Mike simplifies what these issues could mean for your portfolio and the future of your retirem...

It’s not just you, we’re all feeling it. Consumer prices went up more than expected in May. Mike sheds light on the current inflation surge and if this is temporary or not. Plus, with wall street already heating up this summer, he discusses the possibilities of our investment accounts over the coming months. Listen to better understand why this isn’t time isn’t to get compl...

42% of small-business owners reported job openings they could not fill in March , however, Treasury Secretary Janet Yellen said she feels confident about the U.S. economy and overall employment moving forward. We get Mike’s insight on what this means for your wallet, and he sheds light on what the recent gas shortage can teach us about how we make investment decisions. See omnystudio.com/lis...

Travel is making a comeback, but so are fees. We’ll fill you in on what to watch out for this summer. Then Mike tells us about a couple that didn’t realize the total fees another firm was going to charge to manage their money. This is a must listen to episode, because this happens all too often with average investors. Plus, we discuss self-made millionaires, and how a number of the mil...

If you’re a DYI homeowner or looking to buy a new home, you’re well aware that lumber skyrocketed during the pandemic, and prices remain at all-time highs. Mike sheds light on what to consider for your portfolio when we see major shifts and bubbles like this. Plus, many Americans have been stockpiling cash because they didn’t spend as much in 2020 – but Mike explains the pr...

Bernie Madoff executed the largest Ponzi scheme in history, defrauding thousands of investors out of tens of billions of dollars for almost 2 decades. The high-profile fraud headlines of 2008 and 2009 were jarring but were also a blessing in disguise for many Americans. Investors began asking their financial advisors more details about how their money is managed, and rightfully so! On this episode...

Since many of us are spring cleaning at home, Mike revels actionable steps to spring-clean our financial life. He also answers a common financial question from a couple you may relate to, and share’s the habits he’s seen successful savers practice over the years.   See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

Find out what watching your favorite home improvement show on HGTV may have in common with the way many approach financial planning. Plus, we discuss what’s changed on the popular trading app Robinhood, and how people in their mid 50’s should look at integrating technology into their personal investment plans. See omnystudio.com/listener for privacy information. See omnystudio.com/list...

Find out how President Biden’s proposed wealth tax is a bit more complex than increasing the income tax rates of those earning more than $400k a year. Mike passes along questions for investors to ask a current or potential financial advisor to help you find the right person for what you need. Plus, what we can learn from the childhood game of hot potato regarding Bitcoin.  See omnystudi...

After we pay tribute to the king of talk radio behind the golden EIB microphone, Rush Limbaugh, Mike breaks down some recent headlines including: Is the market in an early manic stage? And with Bitcoin's market value topping $1 trillion recently, how should investors react? Plus, what’s really going on with gas prices. See omnystudio.com/listener for privacy information. See omnystudio.com/l...

What was your first job? Listen to find out how creative Mike got as a teenager to bring in spending money! After we reminisce over the tax shock most of us felt when opening our very first paycheck… Mike simplifies how we have more control over taxes when it comes to our portfolio than many realize. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privac...

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/​ https://guardingyournestegg.com/​ https://anchor.fm/guarding-your-nest-egg​ © 2021 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 Inves...

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/​ https://guardingyournestegg.com/​ https://anchor.fm/guarding-your-nest-egg​ © 2021 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 Inves...

Mike simplifies the financial buzz about the Reddit message board Wall Street Bets creating a trading frenzy with GameStop, and most importantly how headlines like this impact your portfolio. Plus, we’ll find out what the Bucs & Chiefs game this weekend can teach us about our approach to your personal investment strategy. See omnystudio.com/listener for privacy information. See omnystudi...

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg © 2021 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...

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://www.youtube.com/channel/UCBNgaszPfFovDaMUL4iWXkQ https://anchor.fm/guarding-your-nest-egg © 2021 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/)...

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...

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 Advisor...

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 Advisor...

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 Advisor...

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 Advisor...