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Guarding Your Nest Egg

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It took decades of work and sacrifice to get to where you are. Mike Lester and his team of fiduciary financial advisors 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 

© 2022 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 a… Continue Reading >>
It took decades of work and sacrifice to get to where you are. Mike Lester and his team of fiduciary financial advisors 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 

© 2022 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. << Show Less
Featured Audio
Market Opportunities for Millionaires & The Middle Class With wall street down and inflation up 9.1% from last year, we’ll discuss why consumers are now likely driving the recession many are predicting. We’ll also reveal what a new survey says about how millionaires are preparing for the possibility of more downturns, and what proactive steps Mike took for his clients in January and in March to help protect his client's portfolios. Plus, we’ll embrace rock ‘n’ roll and entrepreneurs making money in interesting ways!See omnystudio.com/listener for privacy information.
Newest Audio
Market Opportunities for Millionaires & The Middle Class With wall street down and inflation up 9.1% from last year, we’ll discuss why consumers are now likely driving the recession many are predicting. We’ll also reveal what a new survey says about how millionaires are preparing for the possibility of more downturns, and what proactive steps Mike took for his clients in January and in March to help protect his client's portfolios. Plus, we’ll embrace rock ‘n’ roll and entrepreneurs making money in interesting ways!See omnystudio.com/listener for privacy information.
The Copper Indicator & Your Retirement Money It’s no secret that the market has been down for the first 6 months of 2022. As we wait on 2nd quarter GDP numbers to confirm if we’re in a recession or not, listen to find out the consumer behaviors that gives Mike reason to believe we may already be in a recession. He also discusses interest rates and the Fed’s hope of a “soft landing” in this economy.See omnystudio.com/listener for privacy information.
Should I go to Cash? And Can I Still Retire This Year? The market is volatile, and energy prices and interest rates are on the rise. Mike explains why he believes economic issues like this will create a slowdown in our economy. He also addresses a common question we’re hearing from listeners: 
Is going to cash now a good idea in our current climate? Or is it too late?  
-Plus, if you planned to retire this year and are now wondering if you can still pull it off, Mike shares a key perspective for you to consider. If you’re feeling overwhelmed that your portfolio may now not be enough for your entire retirement, this episode is for you.See omnystudio.com/listener for privacy information.
Dealing with Wall Street & Annuity Slingers Wall Street remains rocky, and many near and  in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment. See omnystudio.com/listener for privacy information.
Be a Maverick During Market Mayhem After discussing Top Gun: Maverick, Mike explains why now more than ever investors near and in retirement should embrace being a maverick by NOT giving in to generic "hang in there" advice, especially with the most recent stock market plunge. We&rsquo;ll also discuss how bell-bottom jeans, 70&rsquo;s style stagflation and oil prices are back, and what you and your family can do to combat these economic obstacles. If you&rsquo;re feeling paralyzed by the fear of what could happen next on wall street and with our economy, this episode is a must listen. See omnystudio.com/listener for privacy information.
Recession & Bear Market Concerns Are we heading into a recession? For the first time in over 2 years, the S&P 500 recently entered bear-market territory, and inflation isn&rsquo;t slowing down. Mike simplifies why he believes we may already be in a recession. He also explains what people near and in retirement need to take into account regarding their 401(k)s and other investments earmarked for their future. He also discusses inverse investments, COLA (cost of living adjustments), and how the economic uncertainty is impacting small business owners.See omnystudio.com/listener for privacy information.
Are Bonds Back Mike and Kristen start out discussing the different ways high prices are impacting their personal spending habits. With high inflation and interest rates rising, some strategists are suggesting that investing in bonds is a good idea. However, Mike points out why that may not be the case for you. As a fee-only fiduciary financial advisor, he explains why he&rsquo;s looking into alternative investments for some of his clients&hellip; if it makes sense for them. Plus, you&rsquo;ll hear a relatable story of someone finding out the hard way that their money isn't being actively managed. See omnystudio.com/listener for privacy information.
Money Misnomers & Digital Currency This week, you may be surprised to learn that many of us might have been brushing our teeth wrong our entire lives while Mike&rsquo;s 5-year-old son has been ahead of the curve. As a fiduciary financial advisor, Mike takes this opportunity to clear up some misnomers about investing and retirement. Then we discuss cryptocurrency and the possibility of our nation developing a digital currency, and how that could impact our bottom line. See omnystudio.com/listener for privacy information.
Volatility, Risk and Your Financial Plan Before Mike addresses vital financial topics of the week that could impact your portfolio, he shares some GOOD NEWS that will brighten your day! He then discusses how the war in Ukraine will impact our personal economy in both the short term and long term... Outside of record-high gas prices. He also explains the difference between investment management and financial planning, and why both are key at Talon Wealth. See omnystudio.com/listener for privacy information.
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