Podcast terbaik Nest Egg (2023)

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Guarding Your Nest Egg

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The Banking Crisis & Why Mike’s Hacked Off 25:48

3d ago25:48

25:48

March has been mind-boggling when it comes to economic updates! 🤯 The sudden failure of Silicon Valley Bank panicked the markets and investors, and Mike “Silver Lining” Lester is here to translate how the banking crisis does and does not impact consumers. March is also a very exciting month for NCAA 🏀. But if you’ve listened to previous episodes, y…

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Guarding Your Nest Egg

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Fish Falling From The Sky & Bulls In Traps 22:42

10d ago22:42

22:42

Mike starts this week by sharing how a fish fell out of the sky at his home. 🧐 Oddly, that strange moment matches the tone of our economy during this confusing (and overwhelming for many) financial time. 2023 was off to a good start on wall street, but volatility returned in February, and inflation isn’t coming down despite the rate hikes... And we…

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Guarding Your Nest Egg

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Managing Market Concerns & Finding Some Fun Along The Way 17:01

17d ago17:01

17:01

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 wondering if you should ride this volatility out, or move to cash, a money market account, or an alternative investment? If so, this episode is a must-listen! Af…

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Guarding Your Nest Egg

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Handling The Stress of Retiring During a Bizarre Economic Time 22:56

24d ago22:56

22:56

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 that 4 in 10 Americans are putting retirement off due to challenging economic conditions, and part of that reason is inflation. He addresses these concerns a…

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Guarding Your Nest Egg

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Seinfeld Said To NOT Double-Dip a Chip, But Is a Double-Dip Recession Coming? 26:06

1M ago26:06

26:06

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 recession last year AND if another is soon approaching, plus how to best prepare for a possible market pullback. He also talks about forgotten 401(k)s, inverse options, …

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Guarding Your Nest Egg

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Is What’s Good For The Environment Good For Your 401(k) Too? 20:05

1M ago20:05

20:05

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. He also explains the hot-button investment rule change that just happened under the Biden administration called ESG investment priorities, how it could impact your 40…

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Guarding Your Nest Egg

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Ex-Pat Retirement Chat 10:23

1M ago10:23

10:23

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 the country as an ex-pat for whatever reason. 🌎 The stories are fun! But also a great reminder that your advisor should focus on helping you plan specifically for on YOUR g…

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Guarding Your Nest Egg

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Mike “Silver Lining” Lester’s 2023 Economic Outlook 12:10

2M ago12:10

12:10

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 their portfolios were down about 20% for 2022. And to truly bring inflation down, Jerome Powell says they may have to take some “unpopular measures." Mike explains the disconn…

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Guarding Your Nest Egg

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Why Mike Doesn’t Like Annuities... But Has He EVER Sold One? 20:51

2M ago20:51

20:51

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 investments you may want to learn more about. And if you've listened before, you’re likely aware that Mike isn’t a big fan of annuities. Since he’s been working in th…

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Guarding Your Nest Egg

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What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities 21:05

2M ago21:05

21:05

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 of how they could possibly be a helpful option to help fight inflation… But NOT annuities. Kristen also shares an interesting travel stat that spotlights Ta…

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Guarding Your Nest Egg

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Christmas Fun & The “Earnings Forecast on the Shelf” for 2023 15:19

3M ago15:19

15:19

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 with some fun Christmas trivia later in the show! But since the Fed ticked up interest rates again, we'll also unpack the optimistic earnings forecast many…

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Nest Egg!

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Why an Upcoming Recession May Be Unique 26:43

4M ago26:43

26:43

We discuss what happens to stocks and bonds during recessions and our suggestions for portfolios. Find out more and reach out to us on our blog.Oleh Lori Zager & Lisa James

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Guarding Your Nest Egg

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Being Thankful & Finding Value 19:20

4M ago19:20

19:20

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! Mike goes through the numbers and explains how this isn’t simply annoying. It impacts the big picture of our economy (including future taxes), all thanks to the Fed a…

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Guarding Your Nest Egg

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When Should You Hire or Fire an Advisor? 18:00

4M ago18:00

18:00

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 than he'd like. But he's conflicted about what to do because he really likes who his advisor is. Mike talks about what to consider when faced with the tough …

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Guarding Your Nest Egg

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What is a Bear Market Portfolio? 9:06

5M ago9:06

9:06

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 hear Mike’s opinion as to what he believes the central bank’s goal is now that ISN’T being talked about, and how it could impact your retirement money in t…

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Guarding Your Nest Egg

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I Like My Advisor But Not My Portfolio’s Performance & Are I Bonds a Good Idea? 15:06

5M ago15:06

15:06

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 just “hang in there.” Plus, we discuss one of the wealthiest men in the world, Jeff Bezos saying it’s time to “batten down the hatches” economically. Mike al…

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Guarding Your Nest Egg

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Managing Market & Medicare Capitulation 16:29

5M ago16:29

16:29

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 retirement accounts. Mike shares his opinion about the recent wall street swings and the pain the Fed is inflicting with their goal of reducing inflation. Also, if you’re feeling…

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Guarding Your Nest Egg

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Seeking Safety During a Scary Economic Time 15:07

5M ago15:07

15:07

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 about 14% for the year, many are unfortunately finding out their portfolio isn’t as diversified as they thought for their retirement timeline. Plus, Mike discusses …

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Nest Egg!

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Inflation is as Violent as a Mugger, as Frightening as an Armed Robber, and as Deadly as a Hit Man 20:22

5M ago20:22

20:22

We explain inflation and why it presents a problem that won’t be easily fixed. Find out more on our blog.Oleh Lori Zager & Lisa James

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Guarding Your Nest Egg

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Inflation & Your Portfolios Performance 12:49

5M ago12:49

12:49

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 on where the economy is likely to go and how the stock market might react. He also dives into how Fed’s inflation plan is not only impacting household expen…

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Guarding Your Nest Egg

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Should You Postpone Retirement Because of Volatile Markets? 15:45

6M ago15:45

15:45

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 y…

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Guarding Your Nest Egg

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Navigating Economic Pullbacks 19:02

6M ago19:02

19:02

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…

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Guarding Your Nest Egg

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Doing the Math on Economic Data That Doesn’t Seem to Add Up 19:49

7M ago19:49

19:49

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 …

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Guarding Your Nest Egg

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Inflation, Interest Rates, Target Date Funds & Your Financial Outlook 28:08

7M ago28:08

28:08

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 t…

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Guarding Your Nest Egg

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Does Biden’s Inflation Reduction Act Help Inflation? 18:51

7M ago18:51

18:51

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…

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Guarding Your Nest Egg

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Don’t Just "Hang In There" Through The Recession 17:35

8M ago17:35

17:35

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 imp…

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Nest Egg!

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Market Commentary & Managing RSU Risk 17:38

8M ago17:38

17:38

Part 1 – Why we expect inflation to be sticky Part 2 – RSUs, How they work. How they are taxed. How to manage the risk of the stock you may accumulate. Read more about RSUs on our blog.Oleh Lori Zager & Lisa James

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Guarding Your Nest Egg

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Consumer Confidence is Down. But How’s Your Retirement Confidence? 11:53

8M ago11:53

11:53

Homebuilders are tapping the brakes and consumer confidence is down overall. Plus, with the administration trying to change the definition of a recession, confidence is declining even further for many. Mike explains why he thinks it is possible that we could have another pullback, and what you can do to better protect your investments for retiremen…

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Guarding Your Nest Egg

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Extra Spending & Wall Street Records 21:00

8M ago21:00

21:00

This week we discuss the fun way a new retiree is spending her time on screen, and how Mike can ironically relate! Plus, he explains how the significant 2nd quarter drop of copper should be taken into consideration when it comes to your retirement accounts. And with inflation up to 9.1%, the average American family is spending almost $500 a month m…

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Guarding Your Nest Egg

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Market Opportunities for Millionaires & The Middle Class 19:01

8M ago19:01

19:01

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 prot…

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Guarding Your Nest Egg

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The Copper Indicator & Your Retirement Money 15:29

8M ago15:29

15:29

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 ec…

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Guarding Your Nest Egg

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Should I go to Cash? And Can I Still Retire This Year? 18:20

9M ago18:20

18:20

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 thi…

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Guarding Your Nest Egg

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Dealing with Wall Street & Annuity Slingers 15:10

9M ago15:10

15:10

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 …

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Guarding Your Nest Egg

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Be a Maverick During Market Mayhem 16:11

9M ago16:11

16:11

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’ll also discuss how bell-bottom jeans, 70’s style stagflation and oil prices are back, and what you and …

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Guarding Your Nest Egg

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Recession & Bear Market Concerns 13:10

10M ago13:10

13:10

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’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 earma…

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Guarding Your Nest Egg

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Are Bonds Back 12:32

10M ago12:32

12:32

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 explain…

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Nest Egg!

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Making Sense of Today’s Markets 27:02

10M ago27:02

27:02

Eye-opening discussion of investment trends and how they drive decision-making in an inflationary world. In this episode, we explain the market in 10 charts. To look at the charts and read more about today's markets, click here.Oleh Lori Zager & Lisa James

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Guarding Your Nest Egg

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Money Misnomers & Digital Currency 12:14

1y ago12:14

12:14

This week, you may be surprised to learn that many of us might have been brushing our teeth wrong our entire lives while Mike’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…

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Guarding Your Nest Egg

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Volatility, Risk and Your Financial Plan 17:18

1y ago17:18

17:18

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 manag…

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Guarding Your Nest Egg

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How Russia’s Invasion of Ukraine Impacts Your Investment Accounts 11:20

1y ago11:20

11:20

Mike has a question for you this week: Has your portfolio done well in the last few years because of active management, or because it was on cruise control? Whether you’re a DIY investor or have a financial advisor, listen to find out why that question is key in today's economic climate. He also sheds light on why the Russia-Ukraine war isn’t the o…

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Guarding Your Nest Egg

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Global Conflicts, Inflation, Bonds & Your Bottom Line 15:41

1y ago15:41

15:41

While headlines intensify, some Americans are worried about what could happen with geopolitical tensions after the Olympics are over. Mike explains what investors should take a step back and consider regarding their retirement portfolios. Also, inflation is no longer just a pain point, it’s become the voting issue for midterm elections. Since Washi…

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Guarding Your Nest Egg

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Dealing with a Rocky Market & Rolling Over Accounts 15:35

1y ago15:35

15:35

Investors are concerned more instability could be lingering on Wall Street throughout 2022, especially with the concerns about Russia and Ukraine. Mike describes how he recently helped someone plan for these unknowns and more by educating them on how to take charge of the target date funds inside their workplace retirement accounts. Whether you hav…

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Guarding Your Nest Egg

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Navigating The Baby Boomer Retirement Surge 15:11

1y ago15:11

15:11

After discussing what a new survey revealed about a common cooking ingredient possibly increasing longevity, Mike explains how the labor shortage combined with the surge of baby boomers retiring could impact the economy of our nation and investment portfolio. He also addresses the volatility were experiencing, rising healthcare costs, and what to c…

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Guarding Your Nest Egg

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How Do You Know if You're Ready to Retire? 10:39

1y ago10:39

10:39

This week, Mike shares what prompted him to become an independent financial advisor and start Talon Wealth Management and the Guarding Your Nest Egg show. Plus, we explore the 3 signs that suggest someone is ready to retire and what that means for you and your family. See omnystudio.com/listener for privacy information. See omnystudio.com/listener …

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Guarding Your Nest Egg

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The Secret to Having $1 million for Retirement 12:18

1y ago12:18

12:18

For years Americans have been very focused on becoming millionaires by the time we retire. On this episode, Mike explains how that achievement is more common than the media portrays. Plus, many investors have cash on the sidelines in early 2022 for various reasons: The market is at or near all-time highs, the Fed is discussing raising interest rate…

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Guarding Your Nest Egg

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Navigating Your Future Capital Gains Taxes 17:29

1y ago17:29

17:29

After some family chat about Mike’s kids, he unpacks what investors should know about Biden’s latest Build Back Better proposal… Mainly how the top marginal capital gains tax rate could reach 31.8%, the highest rate since the 70’s. Thankfully nothing is final yet, but Mike shares tips about how to be as efficient as possible with the taxes you’ll b…

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Guarding Your Nest Egg

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Should We Buy the Dips? 13:29

1y ago13:29

13:29

December has been a little unsteady on Wall Street and many want to capitalize on the market dips. On this episode, Mike boils down how some indicators are reminiscent of 2007 and what investors need to consider. Plus, he explains how to prepare for possible volatility in the new year, along with continued inflation and the unknowns of Biden’s tax …

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Guarding Your Nest Egg

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This is Your Retirement on Inflation & Volatility 17:26

1+ y ago17:26

17:26

Remember the late 80’s campaign “This is Your Brain on Drugs?” 🍳 This week Mike discusses the current reality of our “brain on inflation.” He also explains why he believes 2022 is on track for an economic pullback, and possibly a recession if we don’t see a catalyst for continued growth soon. He simplifies what you should be doing to prepare when a…

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Guarding Your Nest Egg

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End of Year Market & Tax Insight and Planning for 2022 16:16

1+ y ago16:16

16:16

This week Mike shares tips about what you and your family should to consider regarding your investments and the volatility he’s concerned about next year, along with capital gains taxes and the future of your taxes in retirement. Mike also sheds light on how the vaccine mandate is impacting the jobs of many baby boomers, and the choices about your …

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Guarding Your Nest Egg

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Could You Uncover a Sale Inside Your Portfolio? 20:06

1+ y ago20:06

20:06

Stores are crowded with people that have a plan to find the best deals on Black Friday and throughout the Christmas season. Mike reveals the financial difference it could it make if someone took similar time and effort to evaluate the fees & taxes inside their portfolio. And for a few years there’s been a “sale” of sorts on tax rates. Mike explains…

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