Podcasts about retirement wealth advisors

Eric Kearney and Joseph Lanza discuss critical financial concerns for retirees, including the importance of proper planning, understanding employer resources, and the mismanagement of 401(k) plans. They emphasize the need for a proactive approach to retirement planning, the impact of daily market fluctuations, and the role of technology in financial advice. The conversation also highlights valuable financial advice and the significance of focusing on income rather than just wealth in retirement. The discussion also covers investment options, the complexities of long-term care insurance, and insights into market predictions for the future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.”   To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QwkQtnVvQ20   In this episode Chris Hammond goes over some things you can do today to help you have a better future retirement.   I am a financial advisor, but I'm not your advisor. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.”   To watch this episode on YouTube visit: https://www.youtube.com/watch?v=oVWnKDnN1Zo   In this episode Chris Hammond discusses some retirement headlines he came across about people having to go back to work after they already retired, and how you can help avoid that.   I am a financial advisor, but I'm not your advisor. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.”   To watch this episode on YouTube visit: https://www.youtube.com/watch?v=zyTPg06QU1U   In this video Chris Hammond goes over 5 tips you can use to trim down the waste in your spending without it hurting so much.   I am a financial advisor, but I'm not your advisor. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.”   To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QIUrer8BUJ8   In this video Chris Hammond goes over why it's so important that the reality of your financial situation lines up with how you feel about it.   I am a financial advisor, but I'm not your advisor. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=94pR2-tT3OU   In this episode Chris Hammond discusses when the deadline is for your 2023 IRA contributions, and amounts you can put in one.    To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=hjgy6pUjJCE   In this episode Chris Hammond discusses how different types of accounts are taxed differently, and how this impacts your retirement, and how you can use it to your advantage if you understand the differences.     To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=VtXhQdrecp4   In this episode Chris Hammond shows you how to navigate your retirement journey and what tools you have available to do so.     To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=Bs_IAlHbjLs   In this episode Chris Hammond discusses an article that shows the woes that Aretha Franklin's heirs are going through with her estate. And what are some steps we could all take to help avoid these same things in our own situation.     To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=AwuliwW7jt4   In this episode Chris Hammond talks about New Year's resolutions, why they often fail and how you can stay on track with yours.     To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=8sBIOR9RvYU   In this episode Chris Hammond goes over a quick guide to annuities to help you see if it makes sense to own one, and if so which one is the right one for you.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=f1MAl4PEgfc   In this episode Chris Hammond goes over how to tell if a Roth IRA conversion makes sense for you.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=8DY6xGToUj8   In this episode Chris Hammond shows you how winning at amateur tennis is similar to winning at the long-term investing game.     To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://youtu.be/7BIfMjQN5AU   In this episode Chris Hammond goes over some end of year tax "to-do's" you might want to look into.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=lRF4rhdNtRY   In this episode Chris Hammond discusses the main types of annuities on the market today. And how to understand which one could be the best one for you.    To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=zfJqfZdocAQ   In this episode Chris Hammond shows you how to avoid the 10% penalty for withdrawing funds early from a retirement account.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=VmV9Xfr3fNI   In this episode Chris Hammond walks us through how annuity companies guarantee lifetime income, which can be important for many retirees that want additional income above what their Social Security provides.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

To watch this episode on YouTube visit: https://www.youtube.com/watch?v=iC9Z_OzKd0o   During the Medicare Annual Enrollment Period it's a good idea to think about whether a Medicare Supplement or a Medicare Advantage Plan is right for you. In this episode Chris Hammond talks about the pros and cons of each.   To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

Here's the link to the YouTube video that accompanies the audio of this episode: https://www.youtube.com/watch?v=0nITwMDeFts With the Medicare Annual Enrollment Period upon us (from Oct 15th thru Dec 7th) it's time to make a choice on your Part D prescription drug plan. In this episode Chris Hammond walks you through how to use Medicare's website to pick a Part D Medicare Prescription Drug Plan. To download a free copy of the Essential Step-By-Step Retirement Guide click here: https://retirementplanningmadeeasy.com/   I am a financial advisor, but I'm not your advisor financial planner. Please consult with your own tax, legal and financial advisor for personalized advice. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Hammond Wealth Advisory are independent of each other. Insurance products and services are not offered from RWA but are offered and sold through individually licensed and appointed agents. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hammond Wealth Advisory and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Chris Hammond and/or Hammond Wealth Advisory are not affiliated with or endorsed by the Social Security Administration or any other governmental agency.

Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies

Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies

Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies

Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.Learn More:https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SECRegistered Investment Advisor. RC Wealth Advisors 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.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy

All statements and opinions expressed are based upon information considered reliable.  Although, it should not be relied upon as such.  Any statements or opinions are subject to change without notice.  Investments involve risk and unless otherwise stated are not guaranteed.  Past performance cannot be used as an indicator to determine future results.  Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you.  Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor.  RWA and Patriot Wealth Management, Inc. are independent of each other. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents

In today's episode, Ally McCloskey sits down with Jason Wenk, Founder & CEO of Altruist. Altruist is an all-in-one digital platform for Registered Investment Advisors (RIAs) and their clients that helps make financial advice more efficient, more affordable, and accessible to more people. Using Altruist, advisors have cutting edge tools on an investment platform that significantly streamlines and reduces their costs, enabling them to serve more people, better. The upstart most recently raised its $50mm Series B led by Insight Partners, with follow-on participation from Series A investors Venrock and Vanguard. Ally and Jason discuss: - How the space has evolved over the decades he's been a founder in financial advice and wealth management, and how he was able to get "more efficient" with each new company - Where he stands on the human advice vs. roboadvisory trade-off and why Altruist only works with RIA firms - How he cold solicited the Top 10 Financial Advisors To Watch on Linkedin as part of customer discovery - Launching the Human Advisor Podcast (https://apple.co/3KMghnX) to elevate the stories of a new breed of modern advisors - Building a "dreamy" group of board members, including Wharton Alumni and Former Chairman and CEO of Vanguard, Bill McNabb, Jonathan Rosenbaum (Insight Partners), Nick Beim (Venrock), and Ryan Barrows (Vanguard) as an observer. - Attracting folks to the challenge of taking on 2 major incumbents controlling 80%+ market share and each with $100 billion dollar valuations - Why Altruist's people quotient centers on kindness, brilliance, and grit - And a WHOLE lot more About Jason Wenk Jason has excelled as a leader in the financial services industry over the past 20 years, working as an advisor, investment systems developer, analyst, and founder of multiple companies. He is dedicated to making finance a collaborative space between advisors and consumers, emphasizing the importance of human connection and interaction to improve financial wellness with affordable and accessible resources for more people. After a number of successful and innovative business concepts including FormulaFolios and Retirement Wealth Advisors, Jason chose to focus on creating meaningful experiences for advisors and their clients with fintech firm, Altruist. Jason was awarded GRBJ Newsmaker of the Year in 2016 and 2017 (finance category) and was named an EY Entrepreneur of the Year in 2018. About Altruist Altruist is a Los Angeles-based company on a mission to make financial advisors more efficient, more affordable, and accessible to more people. The team builds products to provide advisors cutting edge tools, and offers an investment platform that substantially lowers costs. As a completely digital brokerage, Altruist helps advisors provide their clients with a delightful experience with their money. Learn more at altruist.com, follow on Twitter @altruist, and check out the Human Advisor Podcast here: https://grow.altruist.com/introducing-the-human-advisor-podcast. Honorable mentions: - WFT podcast episode with Bill McNabb, Former Vanguard CEO & Chairman: https://medium.com/wharton-fintech/former-vanguard-ceo-chairman-bill-mcnabb-the-future-of-finance-leading-in-crisis-esg-436f1c031907 - WFT podcast episode with Henrique Dubugras, Co-Founder/Co-CEO of Brex: https://medium.com/wharton-fintech/reinventing-financial-systems-henrique-dubugras-co-founder-co-ceo-of-brex-8dc7ab820765 -- As always, for more Fintech insights and opportunities to collaborate, please find us below: WFT Blog: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Ally's Twitter: twitter.com/AllyMcCloskey Wharton FinTech Home: https://www.whartonfintech.org LinkedIn: www.linkedin.com/company/wharton-fintech-club/ Suggest a Podcast Guest: https://airtable.com/shrdbokQPxAJzgVh7

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/​). See omnystudio.com/listener for privacy information.

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/​). See omnystudio.com/listener for privacy information.

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/).

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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg https://www.google.com/podcasts?feed=... https://itunes.apple.com/us/podcast/g... https://open.spotify.com/show/25gFegS... © 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg https://www.google.com/podcasts?feed=... https://itunes.apple.com/us/podcast/g... https://open.spotify.com/show/25gFegS... © 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg https://www.google.com/podcasts?feed=... https://itunes.apple.com/us/podcast/g... https://open.spotify.com/show/25gFegS... © 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg https://www.google.com/podcasts?feed=... https://itunes.apple.com/us/podcast/g... https://open.spotify.com/show/25gFegS... © 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://guardingyournestegg.com/ https://anchor.fm/guarding-your-nest-egg https://www.google.com/podcasts?feed=... https://itunes.apple.com/us/podcast/g... https://open.spotify.com/show/25gFegS... © 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles 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/).

Guarding Your Nest Egg Radio Mike Lester Kristen Charles https://talonwm.com/ https://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/).

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/).

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/).

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/).

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/).

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/).

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/).

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/).

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/).

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/).

Welcome to today's 5 in 15, 5 Financial Articles in About 15 Minutes. Today the topics include Home Prices, Warren Buffet, a Broken Stock Market, and Bitcoin.For more visit ===>>> http://www.golabwealth.com  https://www.marketwatch.com/story/home-prices-rise-at-the-fastest-pace-in-more-than-four-years-defying-expectations-of-a-pullback-2018-08-08/print https://read.bi/2P0xk8E https://www.marketwatch.com/story/morgan-stanley-sees-two-broken-legs-for-stocks-heralding-significant-market-correction-2018-08-08/print https://www.msn.com/en-us/money/markets/moodys-warns-mutual-funds-are-bleeding-cash-at-an-unprecedented-rate-and-theyre-increasingly-vulnerable-to-the-next-market-meltdown/ar-BBLCHoI https://finance.yahoo.com/m/5ed3d9ae-cd31-3242-aa09-3f353c0ec604/bitcoin-prices-sink-on-%24400.html   Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor

Welcome to today's 5 in 15, 5 Financial Articles in About 15 Minutes. Today the topics include a Storm in the Stock Market, Gold and Silver Rebound, Health Insurance, Oil Prices, and Bill Gross. https://www.thestreet.com/investing/stocks/horrifying-storm-is-brewing-inside-the-stock-market-14677679?puc=yahoo&cm_ven=YAHOO&yptr=yahoo https://finance.yahoo.com/news/precious-metals-rebound-dollar-turns-073636710.html https://finance.yahoo.com/news/forget-amazon-gms-move-worry-194121988.html https://finance.yahoo.com/news/futures-flat-trade-fears-counter-114650394.html https://finance.yahoo.com/news/bill-grosss-bond-fund-assets-161128865.html  Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor

Welcome to today's 5 in 15, 5 Financial Articles in About 15 Minutes. Today the topics include Bitcoin, Warren Buffett, to stock market earnings season. Tunes in each weekday for a new 5 in 15.   https://www.fool.ca/2018/07/31/why-investors-ought-to-heed-this-recent-warning-from-warren-buffett/ https://finance.yahoo.com/news/blockchain-everything-know-011519072.html https://finance.yahoo.com/m/1e067778-577f-364f-84bf-b55b04e4c764/six-factors-to-watch-as-the.html https://finance.yahoo.com/m/f8a377a1-f663-383b-a554-0d86a4bac3d8/world%E2%80%99s-priciest-precious.html https://finance.yahoo.com/m/5ed3d9ae-cd31-3242-aa09-3f353c0ec604/bitcoin-prices-sink-on-%24400.html Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor

In this episode, I interview Jason Wenk, founder of Retirement Wealth Advisors. Jason is all about making a HUGE impact, and in order to do so, he fiercely protects his time so he can focus those activities that produce the highest level of contribution. In this insightful interview, Jason reveals how he has been able to live in his beach house in Laguna Beach, CA while successfully running his RIA firm. We talk about how to design a business that enables you to live your life on your terms. Jason also reveals his daily morning rituals and how he's been able to develop and maintain an unshakable positive mental mindset throughout the day in order to produce mind blowing results and get more done than you ever thought was possible. You'll also discover where you should start with Internet Marketing, if you're just getting started and what Jason would do differently today if he had to start over.

It's time to tell the business in It's Our Business to Tell Your Business;  Black Business 101 where we at?  This episode is a conclusion to the matters of why it is important for us to invest our money wisely, considering the changing times in modern technology, we must become more aware in how we spend our money as consumers and contemplate on using our money to become business owners and investors, in the very areas we buy as consumers.  We need to support our black business and help to empower others to become successful in business and investing.  Knowledge, wisdom and understanding is power! Here is some information I collected about Christopher Hammond, who is an Investment Advisor Representative with Retirement Wealth Advisors, Inc. (RWA) 501 Baldwin Street, Suite 203, Jenison, MI 49428. (800) 903-2562.  http://retirementplanningmadeeasy.com/wealthy-investing-first-video http://retirementplanningmadeeasy.com/the-3-most-important-estate-planning-documents-special-video-with-attorney/ http://retirementplanningmadeeasy.com/how-to-help-protect-your-money-without-buying-an-annuity/ The question for today is: Why are some afraid to take a risk to be in business and investing?Why do we procrastinate to take action?Where's the money at?What to invest money in?5 reasons to invest?Would you invest in Gold, if the price is reasonable to get started? Join me and my co-hosts on a adventure on where's the money and Black Business 101 where we at? Business owners and Business Investors, Hands on experienced Experts are welcome to support, educate and inspire and empower and advertise...call in 347-884-8684 On the next upcoming episode I will tell you how to get started in purchasing Gold, get paid and upgrade at the same time...stay tuned!