Financial Literacy

Educational Videos

Our goal at Talon Wealth Strategies is to provide meaningful education so you can make excellent financial decisions. Founder, Doug Pardieck, has created the below videos to help you understand the basics that could impact your financial strategy.

Traditional Versus Roth IRA
What is the difference between a Roth IRA and a Traditional IRA? Talon Wealth Strategies founder, Doug Pardieck, will take you through a brief overview of both including what both mean to your investment portfolio.

Have questions about how IRAs fit into your financial plan? Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and discuss any of your questions or concerns.

RMDs & 5 Common Mistakes

During your working years you plan extensively to accumulate wealth for your retirement years with tax free growth in various investment vehicles. But once you get to the Required Minimum Distribution (RMD) point at age 62, the money is then taxed. In this brief financial literacy video, Talon Wealth Strategies founder Doug Pardieck identifies RMDs and 5 common mistakes to avoid.

Need further assistance avoiding these common mistakes? Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and discuss any of your questions or concerns.

Legacy Planning: Leaving Assets to the Next Generation

If you're soon to benefit from an inheritance or in retirement and planning how to leave your legacy, this brief educational video will help you understand the four asset classes and how they impact planning; tax deferred accounts, Roth IRAs, investment brokerage accounts and home assets.

What legacy will you leave behind? Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and any of your questions or concerns.

Sequence of Returns Risk

Typically the biggest fear for retirees is running out of money.

In this video we focus on a risk that has a lot to do with this fear. Have you heard of Sequence of Returns Risk? Could you explain it to a friend? No? Perfect! I am so glad you are taking time to watch this video. You need to know about this risk and how to address it. Let’s get started.

Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and any of your questions or concerns.

Black Swan Events

The possible impact of the Coronavirus spreading is causing a panic sell-off in the stock markets around the globe. You’ve likely noticed a drop in the value of your 401k and IRAs. 

Have you heard of a black swan event? It’s a metaphor that describes an event that comes as a surprise, has a major effect, and is often inappropriately rationalized after the fact with the benefit of hindsight.  While recent events have been dramatic, there is no need to panic. We'll tell you why.

Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and any of your questions or concerns.

Volatility Risk

Considering what’s going on with the Coronavirus and the increase in market volatility, I wanted to address Volatility Risk in financial planning. To potentially get high returns, you must be willing to accept the volatility risk. Listen as Doug addresses what this means.

Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and any of your questions or concerns.