70 episodes

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. 

Guarding Your Nest Egg Talon Wealth

    • Business
    • 5.0 • 1 Rating

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. 

    Should You Postpone Retirement Because of Volatile Markets?

    Should You Postpone Retirement Because of Volatile Markets?

    The Federal Reserve made history by approving its 3rd consecutive 75-basis-point interest rate hike on September 21st, and wall street didn’t take the news well… Neither did many 401(k)’s. Mike talks about why these fluctuating numbers shouldn’t change your lifestyle, especially if you have a fee-only fiduciary financial advisor actively managing your investment accounts. If you’re part of the growing trend of Americans feeling you might need to postpone your retirement, Mike simplifies how to figure out if you need to delay… or if you’re on track and just don’t realize it.
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    • 15 min
    Navigating Economic Pullbacks

    Navigating Economic Pullbacks

    Historically, September is a rough month on wall street. With recent stock market pullbacks, investors close to and already in retirement have valid concerns about protecting their portfolios. This week Mike spotlights some of the inverse options for income and growth that Talon’s fiduciaries are explaining to listeners like you. Every situation is different, but this could possibly be a good option for your family if you explored all of the details. So, if you’re looking for a more conservative approach to your retirement accounts, this episode is for you! 
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    • 19 min
    Doing the Math on Economic Data That Doesn’t Seem to Add Up

    Doing the Math on Economic Data That Doesn’t Seem to Add Up

    With so much heightened economic news on the agenda, Kristen starts this episode with a little fun by revealing the latest endeavor by Snoop Dogg the entrepreneur. Then it’s back to Biden and his latest proposal. This time for his student loan forgiveness program. Mike explains how this adds to the instability of our economy, the stock market, and the likelihood of higher taxes in the future. He also points out what options to be aware of that are being promoted as solutions for uncertain times that may not be a great fit for your retirement plan. Every situation is different, but Mike wants you to be aware of all of your options during this volatile period while the Fed gets ready to raise rates again.  
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    • 19 min
    Inflation, Interest Rates, Target Date Funds & Your Financial Outlook

    Inflation, Interest Rates, Target Date Funds & Your Financial Outlook

    After a fun discussion about renting goats to maintain some property, we dial in on what many Americans are concerned about: After a good July, what’s to come for wall street, inflation, interest rates, and our overall economy? Mike weighs in on the Fed’s rate decision, the recession debate, and the paralysis many are feeling about making changes to their retirement accounts. We also discuss target date funds and if they are leading baby boomers to the right target these days, and if iBonds are a good option for those seeking fixed income for retirement.
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    • 28 min
    Does Biden’s Inflation Reduction Act Help Inflation?

    Does Biden’s Inflation Reduction Act Help Inflation?

    Following a conversation about how inflation is impacting the spending behavior of higher-income Americans, Mike walks us through his analysis of President Biden’s Inflation Reduction Act and how it could impact your family. Also, despite July being a good month on wall street, he explains why he believes we are still technically in a recession and why it could get worse. And if you saw the movie “The Big Short,” you’ll want to hear why the guy who (in real life) bet on the collapse of subprime mortgages ahead of the 2008 financial crisis is worried about the economy again. Mike is always an optimistic person, but as a fee-only fiduciary financial advisor, he shares his insight as to if we should make adjustments to our investment portfolio based on Michael Burry’s latest forecast.
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    • 18 min
    Don’t Just "Hang In There" Through The Recession

    Don’t Just "Hang In There" Through The Recession

    After chatting about someone breaking the world record for holes-in-one for a good cause, we flashback to when Mike first forecasted that we were already in a recession on his weekly radio show on May 7th of 2022. He also discusses the politicization of redefining the word “recession,” and why not focusing on the actual numbers could negatively impact your retirement portfolio. He explains how he and the other Talon Wealth fiduciary financial advisors are looking into inverse options along with other alternatives to help their clients (when appropriate) through bear market times, and why he believes when the 3rd quarter numbers could be even worse. This isn't a gloom and doom episode, but an important one to hear if you're concerned about the economy impacting your bottom line.  
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    • 17 min

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