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It took decades of work and sacrifice to get to where you are. Mike Lester and his team have a vested interest in helping you protect your lifestyle, health, and nest egg now and in the future of your retirement. Guarding Your Nest Egg Radio Mike Lester Kristen Charles © 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 ...
 
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This week, Mike shares what prompted him to become an independent financial advisor and start Talon Wealth Management and the Guarding Your Nest Egg show. Plus, we explore the 3 signs that suggest someone is ready to retire and what that means for you and your family. See omnystudio.com/listener for privacy information.…
 
For years Americans have been very focused on becoming millionaires by the time we retire. On this episode, Mike explains how that achievement is more common than the media portrays. Plus, many investors have cash on the sidelines in early 2022 for various reasons: The market is at or near all-time highs, the Fed is discussing raising interest rate…
 
After some family chat about Mike’s kids, he unpacks what investors should know about Biden’s latest Build Back Better proposal… Mainly how the top marginal capital gains tax rate could reach 31.8%, the highest rate since the 70’s. Thankfully nothing is final yet, but Mike shares tips about how to be as efficient as possible with the taxes you’ll b…
 
December has been a little unsteady on Wall Street and many want to capitalize on the market dips. On this episode, Mike boils down how some indicators are reminiscent of 2007 and what investors need to consider. Plus, he explains how to prepare for possible volatility in the new year, along with continued inflation and the unknowns of Biden’s tax …
 
Remember the late 80’s campaign “This is Your Brain on Drugs?” 🍳 This week Mike discusses the current reality of our “brain on inflation.” He also explains why he believes 2022 is on track for an economic pullback, and possibly a recession if we don’t see a catalyst for continued growth soon. He simplifies what you should be doing to prepare when a…
 
This week Mike shares tips about what you and your family should to consider regarding your investments and the volatility he’s concerned about next year, along with capital gains taxes and the future of your taxes in retirement. Mike also sheds light on how the vaccine mandate is impacting the jobs of many baby boomers, and the choices about your …
 
Stores are crowded with people that have a plan to find the best deals on Black Friday and throughout the Christmas season. Mike reveals the financial difference it could it make if someone took similar time and effort to evaluate the fees & taxes inside their portfolio. And for a few years there’s been a “sale” of sorts on tax rates. Mike explains…
 
After we share what Mike and some of our listeners are grateful for, we discuss how the Thanksgiving turkey, pies and sides are expected to cost more compared to last year. Find out Mike’s insight as to whether this is an isolated price spike due to the supply chain problems, or if we need to prepare for more inflation in 2022. Plus, as 2021 winds …
 
If Wall Street doing so well for so long makes you happy and nervous all at once, this episode is a must listen. Mike explores if these ongoing highs are happening for the right reasons, and what to consider if you’re currently lacking investing confidence. We also discuss the current pain at the pump, and what to consider concerning commodities an…
 
After discussing how one business has found an interesting way to motivate teenagers to excel in school and help the labor shortage, we focus on cryptocurrency and trying to control the natural emotions of investing in general. Plus, Mike explains how better uncover if your investment fees are appropriate for what you’re receiving. See omnystudio.c…
 
Mike isn’t “woke,” but some economists are concerned that “wokeness” is negatively impacting our economy. If that worries you too, listen as Mike highlights what to keep in mind regarding inflation, the market, and ongoing supply and demand concerns. It’s not just about today’s impact. You need to know how these issues can affect your bottom line i…
 
After Mike’s 9-year-old fills us in about a rare penny that could be worth $20,000, Mike explains how and why deflation could be the next risk investors face. Plus, with William Shatner at age 90 becoming the oldest person to “gaze into the final frontier” on Blue Origin’s space flight, Mike tells a fascinating story about how one of his clients is…
 
As the holiday season approaches, you’ll appreciate Mike sharing his own Christmas Vacation tree moment that happened with his family. Then we uncover why you might be paying more for December decorations this year. Plus, the NFL added a new taunting penalty this season that caught some fans off guard. Mike clarifies why it’s critical that your adv…
 
There are a few uncomfortable conversations we inevitability face: When we were young, we all dreaded mom and dad explaining the birds and bees. 🦜🐝 But there’s another difficult discussion you need to have with your parents and your own kids… The money talk! Mike unpacks what to discuss regarding goals, retirement accounts, investments and making s…
 
After some lighthearted chat about the latest fake food for sale, Mike gets very real about the most recent economic numbers, volatility and how it could possibly impact our retirement accounts. Considering the similarities between stocks now and the markets of 1999, 2007 and 1929, Mike spotlights what he’s seeing: Disappointing jobs numbers, a rea…
 
Mike and Kristen discuss how the current news cycle is impacting the financial plans of average investors, by hearing from a few average investors. Find out the bubbles you should be focused on instead of the top headlines, and why. And you may have heard that the current labor shortage has created Americas’ “Great Resignation.” If you’re part of t…
 
Many Americans are squeezing in one last summer getaway this Labor Day weekend. Whether traveling for fun or business, most of us have asked to check-in early or check-out late of a hotel. It was usually simple. If they could accommodate, they’d happily help you out. Those days could come to an end, because one player in the hotel industry is exper…
 
Opinions are plentiful in 2021, but this episode is focused on what to consider based on known financial facts. For example, with American household debt increasing, Mike addresses a common question: Should we be debt free before we stop working? Plus, with so many headlines regarding Afghanistan, COVID and vaccinations… Mike spotlights what people…
 
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…
 
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 …
 
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 invest…
 
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 …
 
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 y…
 
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…
 
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 i…
 
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 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 …
 
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 mo…
 
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.…
 
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 privac…
 
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 p…
 
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 f…
 
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 informat…
 
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…
 
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…
 
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/listene…
 
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 SIP…
 
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…
 
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…
 
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 …
 
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 …
 
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 …
 
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 …
 
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 …
 
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 …
 
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 G…
 
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…
 
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 th…
 
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