Talon Wealth

08/22/2025

💰 Most people spend 30+ years saving into their 401(k)… only to lose thousands in retirement because of simple withdrawal mistakes.

From surprise taxes to higher Medicare premiums, the way you take money out matters just as much as how you put it in.
✅ Watch my quick video to learn the mistakes to avoid and how to make your money last longer in retirement.

🎥 Watch now: https://hubs.ly/Q03F3mB00
✅ Get a free, objective financial plan: https://hubs.ly/Q03F3j0X0

Talon Wealth Management
Fiduciary Advice for Retirement-Ready Investors

08/07/2025

🎉 Big News from the Talon Wealth Family!
We want to give a huge congratulations to Chase Bentley, son of our very own Brian Bentley, on officially signing with the Milwaukee Brewers. At just 18 years old, Chase has already achieved what so many dream of by taking his baseball career to the next level.

From Texas A&M to the big leagues, we’re proud to celebrate this incredible milestone with the Bentley family. ⚾️👏

Way to go, Chase!

07/25/2025

Do you know how your advisor gets paid?
Many people don’t — and that’s where the risk begins.

In this short video, we explain how brokers, banks, and product-pushers can profit off your retirement, even when your plan underperforms.
And how a fiduciary advisor can help you avoid that trap.

🎥 Watch now: https://hubs.ly/Q03yQr7G0
✅ Get a free, objective financial plan: https://hubs.ly/Q03yQrt70

Talon Wealth Management
Fiduciary Advice for Retirement-Ready Investors

07/18/2025

The biggest risk to your retirement isn’t a market crash — it’s the IRS.

Required Minimum Distributions (RMDs) can quietly push you into higher tax brackets, raise your Medicare costs, and force you to pay more than you planned.

In this short video, we break down how to avoid the tax trap — and how strategies like Roth conversions can help you keep more of what you’ve saved.

🎥 Watch now: https://hubs.ly/Q03xwcX60
✅ Get a free, objective financial plan: https://hubs.ly/Q03xwhfx0

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Talon Wealth Management
Fiduciary Advice for Retirees Who Want to Pay Less in Taxes

It’s not the market that poses the biggest risk to your retirement — it’s the IRS.In this video, we break down how Required Minimum Distributions (RMDs) can ...

07/11/2025

Thinking about buying an annuity for retirement?

Before you lock your money up in a contract you can’t get out of… watch this.

In this short video, we break down why annuities aren’t always what they seem — and how to retire with income, flexibility, and peace of mind without them.

🎥 Watch now: https://hubs.ly/Q03wTZGH0
✅ Get a free, objective financial plan: https://hubs.ly/Q03wV0yD0

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Talon Wealth Management
Fiduciary Advice for Retirees Who Want Options

Annuities promise guaranteed income, market protection, and peace of mind — but what are they really offering?In this video, we explain why annuities might n...

07/03/2025

Still relying on the 60/40 portfolio?

In this short video, we explain what the 60/40 strategy is, why it may no longer work the way it used to, and what retirees should consider to keep their income plan on track.

🎥 Watch now: https://hubs.ly/Q03vQcyV0
✅ Get a free, objective financial plan: https://hubs.ly/Q03vQ93J0

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Talon Wealth Management | Fiduciary Advice for Retirement-Ready Investors

Is the traditional 60/40 portfolio still a smart move for retirement?In this video, we break down what the 60/40 strategy really means — and whether it still...

06/27/2025

Just sold your business — or planning to?

It might be time to rethink where your retirement income will come from.
In this short video, we break down how to turn the sale of your company into long-term, reliable income — and why working with a fiduciary matters more than ever.

🎥 Watch now: https://hubs.ly/Q03v1wp60
✅ Get a free, objective financial plan: https://hubs.ly/Q03v1sw20

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Talon Wealth Management | Fiduciary Advice for Business Owners Ready to Retire

06/20/2025

Still have money in your TSP after leaving a government job?

It might be time to rethink where your retirement savings are sitting.
In this quick video, we explain the key differences between keeping your money in a TSP vs. rolling it into an IRA — and how the right move can offer more control, flexibility, and better investment options.

🎥 Watch now: https://hubs.ly/Q03s-JJT0
✅ Get a free, objective portfolio review: https://hubs.ly/Q03s-MQN0

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Talon Wealth Management | Fiduciary Advice for Retirement-Ready Investors

06/13/2025

How do financial advisors really get paid?

It’s a question most people don’t ask—but it matters more than you think.
In this quick video, we break down the hidden commissions, fee models, and the difference between brokers and fiduciaries.
If you’re near or in retirement, this could have a serious impact on your financial future.

🎥 Watch now: https://hubs.ly/Q03s4f9-0
✅ Get a free, objective portfolio review: https://hubs.ly/Q03s4bX20

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Talon Wealth Management | Fiduciary Advice for Retirement-Ready Investors

05/30/2025

🚨 “You should fire your advisor!”
Ever seen ads like that?

Before you make a move, it’s worth asking:
Who’s really benefiting if you switch?

In this new video, Mike breaks down how some firms use fear, fees, and flashy promises to convince you to leave your current advisor — even if that advisor is doing a great job.

👀 Watch now to learn what to look out for — and how to make the right call for you.
🎥https://hubs.ly/Q03pZtGs0

05/08/2025

Proud to partner with the Florida Gators! 🐊 Check out the first video in this new series we’re excited to be a part of.