Podcasts by Guarding Your Nest Egg

Managing Market Concerns&Finding Some Fun Along The Way from 2023-03-07T10:00

Are you trying to navigate what’s best for your portfolio during the crazy volatility of the stock market, AND looking back on the losses of 2022? Are you an investor near or in retirement wonde...

Handling The Stress of Retiring During a Bizarre Economic Time from 2023-02-28T10:35

After sharing a sweet story about one of Talon's clients and Mike’s youngest child, we dial in on the latest financial news and what it means for your portfolio. In fact, a new survey revealed t...

Seinfeld Said To NOT Double-Dip a Chip, But Is a Double-Dip Recession Coming? from 2023-02-21T10:39

Mike and Kristen discuss the influx of discount grocery shopping as consumers search for ways to save money in this inflated economy. Then Mike examines if we already experienced a rece...

Is What’s Good For The Environment Good For Your 401(k) Too? from 2023-02-14T10:26

Thankfully wall street closed out January with a stellar start! We’ll find out from Mike if this is a signal that we can let our guard down a little regarding our retirement accounts. H...

Ex-Pat Retirement Chat from 2023-02-07T10:31

Financial planning is about a lot more than money. This week Mike shares how he’s helped a few clients create personalized financial plans based on their goal of retiring out of...

Mike “Silver Lining” Lester’s 2023 Economic Outlook from 2023-01-31T10:46

Mike “Silverling” Lester will help us find the positives in all things financial this week: 

Inflation is sloooowwwly lowering from its 40-year high while many investors found th...

Why Mike Doesn’t Like Annuities... But Has He EVER Sold One? from 2023-01-24T10:15

Recession fears are growing, and new layoff announcements and Wall Street’s volatility aren’t helping ease the angst of investors. Mike’s shares his perspective on various alternative investment...

What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities from 2023-01-10T10:29

Mike takes a look back at Wall Street in 2022 and shares what he’s eying for clients this year considering recession concerns. If you aren’t familiar with I Bonds, you’ll hear the pros and cons ...

Christmas Fun&The “Earnings Forecast on the Shelf” for 2023 from 2022-12-20T10:00

To celebrate this Christmas season, we learn about the Elf on the Shelf in Mike's home along with his youngest son losing his 2 front teeth at the perfect time. Plus, Kristen tries to stump Mike...

Being Thankful&Finding Value from 2022-11-22T11:49

As we embrace the holiday season, we’ll remind you to save a place at the Thanksgiving table for someone you may not have been planning for… Inflation gobbling up part of your budget!  ...

When Should You Hire or Fire an Advisor? from 2022-11-15T11:34

After highlighting one of our Talon Wealth team members' skills, we share how one listener recently reached out for a second opinion because he’s concerned about his portfolio being down lower t...

What is a Bear Market Portfolio? from 2022-11-08T11:52

The Fed continues increasing rates to fight inflation, but the latest CPI data shows that we're not much better off than we were in March when the aggressive monetary tightening began. Listen to...

I Like My Advisor But Not My Portfolio’s Performance&Are I Bonds a Good Idea? from 2022-11-01T09:41

Are you frustrated with the performance (or lack thereof) of your investment accounts? This is unfortunately more common than you may realize. That doesn’t mean you should accept being told to j...

Managing Market&Medicare Capitulation from 2022-10-25T11:04

The Fed has obviously been very aggressive with interest rate hikes, and many are concerned about the short & long-term impact this will have on our economy and individual ...

Seeking Safety During a Scary Economic Time from 2022-10-18T12:37

After checking in with a few kids about their Halloween costume plans, we focus on how this fall has been a spooky time for the market. With stocks down an average of 20% and bonds down...

Inflation&Your Portfolios Performance from 2022-10-11T09:22

Mortgage rates recently reached their highest level since July of 2007. Instead of focusing on a 2008 flashback, Mike explains why it’s more important for you (or you and your advisor) to focus ...

Should You Postpone Retirement Because of Volatile Markets? from 2022-10-04T15:40:25

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)...

Navigating Economic Pullbacks from 2022-09-13T17:08

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. T...

Doing the Math on Economic Data That Doesn’t Seem to Add Up from 2022-09-06T13:03

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 hi...

Inflation, Interest Rates, Target Date Funds&Your Financial Outlook from 2022-08-30T13:34

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, int...