Guarding Your Nest Egg

Guarding Your Nest Egg

Your weekly radio show aimed to help you protect your lifestyle, health, and nest egg.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Unlock your retirement’s potential through smarter financial planning and investing. Select a free service and learn how we can help you.

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Comprehensive Financial Plan

Covers your income, expenses, inflation, healthcare, taxes, risk and volitility.

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Portfolio Risk Analysis

A complete portfolio analysis will show you where you’re taking the most risk and where your portfolio is most efficient.

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Annuity Stress Test

Lower your fees and reduce risk by stress testing any annuity.

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Estate & Legacy Planning

Wills, Trusts, and legacy planning don’t have to be difficult or expensive with the right help.

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Tax Review

Let’s check for missed opportunities with your taxes and set a plan for moving from taxable to non-taxable retirement accounts.
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Topics we cover.

Our show discusses a variety of topics revolving around your retirement, everything from how the financial markets are affecting your returns to the political landscape and the implications it could have on your portfolio.

  • Retirement Planning
  • Financial Planning
  • Annuities
  • Portfolio Risk Tolerance
  • Healthcare
  • Taxes
  • Estate and Legacy Planning
  • Retirement Investing

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Risk/Reward

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Guarding Your Nest Egg

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© 2022 Guarding Your Nest Egg. All rights reserved.

Mike Lester is an investment adviser representative of Talon Private Wealth, LLC, a SEC registered
investment adviser FINRA and SIPC, a Registered Investment Adviser.
Investment advisory services offered through Retirement Wealth Advisors.

Talon Wealth Management and Retirement Wealth Advisors are separate entities.
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.

Insurance license Florida License # D056341, California License#: 0N00828