Bedste Nest Egg-podcasts (2024)

1
Trumponomics 25:42

8d ago25:42

25:42

Lori and Lisa discuss how Trump’s proposals may affect the economy and dig deeper into his pick for Treasury Secretary: the good, the bad, and the ugly. Have a listen!! Find out more and reach out to us on our blog.Af Lori Zager & Lisa James of 2X Wealth Group

1
China - Is the Recent Run-up a Durable Rally or a Flash in the Pan? 23:01

2M ago23:01

23:01

Lisa and Lori take a look at how politics in China has affected the Chinese stock market. Find out if they believe their recent statements about encouraging business growth and, on the flip side, hear what we think might impede China’s success. We provide a general U.S. market commentary at the end. Find out more and reach out to us on our blog.…

1
Under the Covers 36:19

5M ago36:19

36:19

What really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet. They then explain what triggered the selloff in equity markets last week and what inve…

1
529 Plans - College Savings with Uncle Sam's Help 23:33

6M ago23:33

23:33

Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when. Find out more and reach out to us on our blog.Af Lori Zager & Lisa James of 2X Wealth Group

1
And the Prize Goes To...Janet Yellen 33:14

8M ago33:14

33:14

Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play. Find out more and reach out to us on our blog.Af Lori Zager & Lisa James of 2X Wealth Group

1
Mixed Messages 17:14

10M ago17:14

17:14

In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear about our market outlook for 2024. Find out more and reach …

1
Ten Surprises 29:28

1y ago29:28

29:28

In a nod to the late Byron Wien, Lori and Lisa talk about their list of potential economic, financial, and political surprises for 2024. Have a listen…. Find out more and reach out to us on our blog.Af Lori Zager & Lisa James of 2X Wealth Group

1
High Interest Rates 32:17

1y ago32:17

32:17

Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer. Find out more and reach out to us on our blog.…

1
Should I Buy Gold at Costco? 🤔 11:09

1y ago11:09

11:09

An unexpected item has made its way into Costco 🛒. Gold bars! Yep. You can now find one-ounce gold bars for sale online at Costco. Mike and Kristen discuss whether or not it’s a wise move to hedge against economic uncertainty and explore the pros and cons of investing in physical gold. The rush to buy gold bars at Costco may be a sign of growing ec…

1
BETTER (Not Scarier) Alternatives to Annuities 9:57

1y ago9:57

9:57

🎃 After some fall 🍂 and creepy Halloween chat 👻 (courtesy of Mike's kids), we discuss various “safe” money options that may be on your radar, and which might be best for YOU! Retirement planning can feel like a daunting task, especially when the economic landscape seems uncertain. With interest rates on CDs, money market accounts, and Treasury yiel…

1
Happy 65th Birthday… Have You Signed Up For Medicare? 21:07

1+ y ago21:07

21:07

Lisa and Lori guide you through the Medicare morass! Find out more and reach out to us on our blog.Af Lori Zager & Lisa James of 2X Wealth Group

1
Why a Roth Conversion Is NOT For Everyone 9:12

1+ y ago9:12

9:12

As we approach retirement, financial decisions become increasingly crucial. One is whether to convert your traditional IRA or 401(k) into a Roth IRA. Based on a recent live event attendee's question, Mike and Kristen discuss the complexities of Roth conversions and help you understand whether it's the right choice for your unique financial situatio…

1
How a Written Financial Plan Helps You RETIRE BETTER 10:17

1+ y ago10:17

10:17

Did you know that writing out your goals makes you 42% more likely to achieve them? 🤔 This week Mike explains the significance a written financial plan can have on your future. Whether a physical document or digital, a written plan helps you analyze thoughts, set clear goals, and outline solutions for the most secure retirement possible. ==========…

1
Change Is Coming to Your 401K Contribution Tax Status 26:04

1+ y ago26:04

26:04

After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls, and changes that are coming to catch-up contributions for high earners, 50 and older. Find out more and reach out to us on our blog.

1
Soaring Mortgage Rates & Your Advisors Role 5:21

1+ y ago5:21

5:21

It’s no secret that mortgage rates have surged to the highest levels they’ve been in more than 20 years. Mike explains the impact this could have on soon-to-be and current retirees AND the role a financial advisor should play in your life if you’re thinking about taking out a loan for a new 🏠 or vacation home. See omnystudio.com/listener for privac…

1
The Mechanics of Your Retirement Money 8:51

1+ y ago8:51

8:51

This week Mike explains the transition from receiving a regular paycheck from your job to begin tapping into your retirement accounts like 401(k)s, IRAs, and pensions when you stop working. Listen to find out how money flows from these accounts to your bank, what role taxes play, and if you can pull it off as a DIY investor… 🧐 Or do you need a fina…

1
Trees Don’t Grow to the Sky 21:40

1+ y ago21:40

21:40

In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. …

1
The Areas a Financial Advisor Should Bring Value (Besides The Obvious) 10:55

1+ y ago10:55

10:55

If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor. 🚨Spoiler alert: Income Planning is simply one component of many that is key. …

1
Finding The Right Financial Advisor & Not a Crook 22:06

1+ y ago22:06

22:06

After Mike straightens Kristen out on a “fun fact” that he thinks is a “false fact” about the summer heat ☀️, we discuss a concern many Americans ponder: ❓How do we make sure we’re not going to be taken advantage of when it comes to our money for retirement? After Bernie Madoff became a household name in 2008, stories of investment advisors NOT bei…

1
The “Talonomics” of “Bidenomics” & Your Money 17:11

1+ y ago17:11

17:11

This week Mike’s degree in economics from 🐊The University of Florida and being a fiduciary pay off, because some of the “nomics” we’re hearing don’t make sense. If you’ve been scratching your head lately about America's numbers, wall street, and things just feeling off… It’s not just you. Mike explains why all of the options are worth you looking i…

1
“Deal Days” 📦 Marketing vs. Real Value 12:08

1+ y ago12:08

12:08

Regardless of the tax bracket, many Americans seek ways to save money and not pay full price. Made-up marketing holidays such as Amazon Prime Day 📦 on July 11th & 12th (along with competitors such as Walmart, Best Buy, and Target following suit in some fashion) seem to make that desire to save “easier.” This week Mike and Kristen discuss the differ…

1
Summer 2023 Stock Market Sustainability 15:34

1+ y ago15:34

15:34

After a reasonably strong first half of the year on wall street and decent economic data... Does this mean "Bidenomics" is a real thing and working? Mike shares his summer ☀️ outlook. And even though each situation is different, you'll hear an idea to consider for your portfolio if you don’t think the market will be up more than 5% between now and …

1
Managing Market Rallies & Recession Risks 10:43

1+ y ago10:43

10:43

Your workplace retirement plan may look pretty decent right now, and that’s wonderful news! But if you (like Mike) feel the market is likely to not perform as well in the future, listen to find out what options you might possibly have for your 401(k), 403(b), or TSP accounts. This week Mike also shares his opinion of why a recession COULD be helpfu…

1
The Pollyanna Market 20:38

1+ y ago20:38

20:38

Lisa and Lori discuss the great start to the S&P 500 equity market in spite of 3 good sized U.S. banks failing, the Federal Reserve raising rates 5% in 13 months, an inverted yield curve since last year and the latest Senior Loan Officer’s Survey showing banks less willing to lend while already at recessionary lending levels. Find out more and reac…

1
Considering Recession Risk & Fixed Rates, What’s The Number To Beat? 18:23

1+ y ago18:23

18:23

The American economy has many perplexed. 🤔 👎 A 3rd bank failed within the last 2 months and consumer confidence is low. 👍 However, unemployment is low, and the stock market is doing pretty well despite the Fed raising interest rates for the 10th time in a row, and inflation still being a key concern. Plus, Uncle Sam’s spending doesn’t seem to be sl…

1
Aloha (Hello or Goodbye?) To A Recessionary Period 20:34

1+ y ago20:34

20:34

🌺 Mike’s family vacation reminds him how lucky he is to help encourage retirees to create new lifetime memories while helping them manage their retirement income and spending. After some family stories, he discusses how the economy is slowing as the fed raises rates, and why it feels odd the market isn’t responding. Obviously, he (and everyone) wan…

1
Should Precious Metals Be In Your Portfolio AT ALL? And If So, How? 13:51

1+ y ago13:51

13:51

☎ A listener left a voicemail asking if gold and silver coins are a good idea to buy during concerning economic times. Mike gives a very direct answer, along with what he believes investors should consider if they do want to include precious metals as part of their portfolio. Then he accidentally shows how much he doesn’t know about football 🏈, but…

1
Run on the Bank 30:33

1+ y ago30:33

30:33

In this episode: How Banks Work What Causes Banks to Fail How the Government is Responding How Bank and Brokerage Accounts May Be Protected Dilemma for the Federal Reserve Find out more and reach out to us on our blog.Af Lori Zager & Lisa James

1
Layoffs Are Expanding. Is It All Biden’s Fault? 18:07

1+ y ago18:07

18:07

Unfortunately, corporate layoffs are ramping up beyond the tech sector. Obviously, this impacts the livelihoods of many Americans, but it’s also making investing more difficult to navigate. Mike passes along ideas to consider, especially if your upside isn’t over 4% and your money is at risk (depending on the day & institution). Then… Is President …

1
Finding Some Fun & Not Giving into Income Fear 14:05

1+ y ago14:05

14:05

Mike & Kristen revisit the “be, kind rewind” movie era and the different experiences they had. However, they agree that 📼 + 🍕 always made family time perfect! Then we share two different (yet similar) questions the Talon fiduciaries addressed from listeners in recent days about planning for income in retirement, especially during precarious economi…

1
Is Rushing To Gold & Silver a Good Idea? 17:01

2y ago17:01

17:01

This week Mike shares a question he hasn’t been asked about money since 2008, along with the personal risks and planning investors should consider during this troubling time for the banking sector. We also dive into new data from Fidelity that shows the number of 401(k) millionaires have fallen. Listen to find out how much that group NOW feels they…

1
The Banking Crisis & Why Mike’s Hacked Off 25:48

2y 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…

1
Fish Falling From The Sky & Bulls In Traps 22:42

2y 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…

1
Managing Market Concerns & Finding Some Fun Along The Way 17:01

2y 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…

1
Handling The Stress of Retiring During a Bizarre Economic Time 22:56

2y 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…

1
Seinfeld Said To NOT Double-Dip a Chip, But Is a Double-Dip Recession Coming? 26:06

2y 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, …

1
Is What’s Good For The Environment Good For Your 401(k) Too? 20:05

2y 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…

1
Ex-Pat Retirement Chat 10:23

2y 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…

1
Mike “Silver Lining” Lester’s 2023 Economic Outlook 12:10

2y 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…

1
Why Mike Doesn’t Like Annuities... But Has He EVER Sold One? 20:51

2y 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…

1
What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities 21:05

2y 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…

1
Christmas Fun & The “Earnings Forecast on the Shelf” for 2023 15:19

2y 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…

1
Why an Upcoming Recession May Be Unique 26:43

2y 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. Find out more and reach out to us on our blog.Af Lori Zager & Lisa James

1
Being Thankful & Finding Value 19:20

2y 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…

1
When Should You Hire or Fire an Advisor? 18:00

2y 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 …

1
What is a Bear Market Portfolio? 9:06

2y 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…

1
I Like My Advisor But Not My Portfolio’s Performance & Are I Bonds a Good Idea? 15:06

2y 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…

1
Managing Market & Medicare Capitulation 16:29

2y 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…

1
Seeking Safety During a Scary Economic Time 15:07

2y 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 …

1
Inflation is as Violent as a Mugger, as Frightening as an Armed Robber, and as Deadly as a Hit Man 20:22

2y 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. Find out more and reach out to us on our blog.Af Lori Zager & Lisa James

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