Guarding Your Nest Egg
By Guarding Your Nest Egg
We have a vested interest in helping you protect your lifestyle, health, and nest egg
Guarding Your Nest EggFeb 09, 2021
Milestone Birthdays Impacting Your Money
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 expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Biden’s Tax Plan & Your Portfolio Algorithm
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 expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
What You Need To Know About Taxes & Technology
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 expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Financially Forecasting 2021
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 protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Lockheed Martin, Empower - Target date funds and active management
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Hire a financial advisor or do it yourself?
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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Assuming taxes will be lower in retirement? It's not always the case
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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Social Security benefits and when to claim them
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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Markets don't always go up - What to expect out of 2020
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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
What can a financial advisor do that a regular person can't?
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
It's valuable to know how your investments will react during the good times and the bad
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
1 in 3 retirees say they're not ready for TAXES in retirement
1 in 3 retirees say they're not ready for TAXES in retirement
Falling interest rates and how they impact income in retirement
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Generating income from your investments in retirement
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Send Me My Check!
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 thing they want to do is spend their time watching their money.
Also, what you should be doing in the fall to plan for taxes next April.
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 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 advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision
Check the background of this investment professional on FINRA’s BrokerCheck (https://brokercheck.finra.org/).