Guarding Your Nest Egg

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 complacent about your money just because summer vacations are top of mind. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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/listener for privacy information. See omnystudio.com/listener for privacy information.

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 millionaires that Mike and his teamwork with weren’t CEOs with big 6 figure salaries. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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 pros and cons of that behavior regarding the big picture of our economy.   See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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, Mike brings to light the key questions you and any investor should ask a current or potential advisor. Plus, how technology can help your portfolio when properly integrated with your goals. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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/listener for privacy information.

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 omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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/listener for privacy information.

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 privacy information.

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 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. Opi

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 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. Opi

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 omnystudio.com/listener for privacy information.

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 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

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/) 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 pro

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 Adv

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

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

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

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