While we&rsquo;re quickly moving through 2021, Mike unveils the steps investors should consider for a midyear financial checkup. Plus, Vanguard says most retirement savers are sticking to &ldquo;vanilla&rdquo; retirement plans. In a world filled with headlines about meme stocks, bitcoin, inflation and tax concerns... find out if the &ldquo;vanilla&rdquo; option is good for you in this current market.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Clarifying Texting & Investing Acronyms

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Mike Lester is an investment adviser representative of Talon Private Wealth, LLC, an SEC-registered investment adviser. Talon Private Wealth and this podcast network are not affiliated. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This information should not be considered tax or legal advice. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or advisory services. Be sure to consult with a tax professional before implementing any investment strategy. Florida license D056341. California License 0N00828. 
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