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Lori Zager & Lisa James

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Nest Egg!Nest Egg!How to Protect Your Portfolio in Uncertain TimesEvery recession or bear market is driven by a unique mix of factors, and the investment strategies that work best depend on the specific circumstances behind each downturn. In this episode of Nest Egg, Lori Zager and Lisa James break down the complex web of rising tariffs, soaring national debt, and shrinking policy options that are currently challenging investors.Join them as they explore actionable portfolio strategies designed to prioritize capital preservation in a landscape marked by recession risks and the looming threat of stagflation—where slow growth, rising unemployment, and higher inflation collide. Whether you’re a se...2025-05-1627 minNest Egg!Nest Egg!ChaosIn this episode of Nest Egg, Lisa and Lori dive headfirst into the stormy world of politics, exploring how the Trump agenda is shaking up the economy. From market volatility to real-world financial impacts, they break down the ripple effects of a news cycle that never seems to slow down.Why are investors on edge? How are businesses reacting to policy shifts? And what does all this uncertainty mean for your personal finances? Lisa and Lori tackle these questions with sharp analysis, offering insights on how to protect and grow your nest egg even when the world...2025-03-2534 minNest Egg!Nest Egg!Deep Thoughts and DeepSeek2024 seems oh so long ago, but this episode of the Nest Egg! was broadcast in conjunction with the 2x Wealth Group’s 4q 2024 Investment Letter.In this episode, Lori and Lisa explain what was behind the 25% rally in the S&P 500 in 2024 and why they thought history was unlikely to repeat itself in 2025. There is also a discussion of the recent excitement in Deepseek, a Chinese-made artificial intelligence model and the ramifications for a cheaper AI model.Find out more and reach out to us on our blog.2025-03-0627 minNest Egg!Nest Egg!TrumponomicsLori and Lisa discuss how Trump’s proposals may affect the economy and dig deeper into his pick for Treasury Secretary: the good, the bad, and the ugly. Have a listen!!Find out more and reach out to us on our blog.2024-12-1925 minNest Egg!Nest Egg!China - Is the Recent Run-up a Durable Rally or a Flash in the Pan?Lisa and Lori take a look at how politics in China has affected the Chinese stock market. Find out if they believe their recent statements about encouraging business growth and, on the flip side, hear what we think might impede China’s success. We provide a general U.S. market commentary at the end.Find out more and reach out to us on our blog.2024-11-0423 minNest Egg!Nest Egg!Under the CoversWhat really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet.  They then explain what triggered the selloff in equity markets last week and what investors should do now.Find out more and reach out to us on our blog.2024-08-1336 minNest Egg!Nest Egg!529 Plans - College Savings with Uncle Sam's HelpLisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when.Find out more and reach out to us on our blog.2024-07-1023 minNest Egg!Nest Egg!And the Prize Goes To...Janet YellenLori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play.Find out more and reach out to us on our blog.2024-05-0333 minNest Egg!Nest Egg!Mixed MessagesIn this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear about our market outlook for 2024.Find out more and reach out to us on our blog.2024-03-1217 minNest Egg!Nest Egg!Ten SurprisesIn a nod to the late Byron Wien, Lori and Lisa talk about their list of potential economic, financial, and political surprises for 2024. Have a listen….Find out more and reach out to us on our blog.2023-12-2229 minNest Egg!Nest Egg!High Interest RatesLori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer.Find out more and reach out to us on our blog.2023-10-2632 minNest Egg!Nest Egg!Happy 65th Birthday… Have You Signed Up For Medicare?Lisa and Lori guide you through the Medicare morass!Find out more and reach out to us on our blog.2023-09-1821 minNest Egg!Nest Egg!Change Is Coming to Your 401K Contribution Tax StatusAfter a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls, and changes that are coming to catch-up contributions for high earners, 50 and older.Find out more and reach out to us on our blog.2023-08-3126 minNest Egg!Nest Egg!Trees Don’t Grow to the SkyIn this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. Trees don’t grow to the sky.Find out more and reach out to us on our blog.2023-08-0221 minNest Egg!Nest Egg!The Pollyanna MarketLisa and Lori discuss the great start to the S&P 500 equity market in spite of 3 good sized U.S. banks failing, the Federal Reserve raising rates 5% in 13 months, an inverted yield curve since last year and the latest Senior Loan Officer’s Survey showing banks less willing to lend while already at recessionary lending levels.Find out more and reach out to us on our blog.2023-06-0820 minNest Egg!Nest Egg!Run on the BankIn this episode:How Banks WorkWhat Causes Banks to FailHow the Government is Responding How Bank and Brokerage Accounts May Be ProtectedDilemma for the Federal ReserveFind out more and reach out to us on our blog.2023-04-1230 minNest Egg!Nest Egg!Why an Upcoming Recession May Be UniqueWe discuss what happens to stocks and bonds during recessions and our suggestions for portfolios.Find out more and reach out to us on our blog.Find out more and reach out to us on our blog.2022-12-0826 minNest Egg!Nest Egg!Inflation is as Violent as a Mugger, as Frightening as an Armed Robber, and as Deadly as a Hit ManWe explain inflation and why it presents a problem that won’t be easily fixed.Find out more on our blog.Find out more and reach out to us on our blog.2022-10-1520 minNest Egg!Nest Egg!Market Commentary & Managing RSU RiskPart 1 – Why we expect inflation to be stickyPart 2 – RSUs, How they work. How they are taxed. How to manage the risk of the stock you may accumulate.Read more about RSUs on our blog.Find out more and reach out to us on our blog.2022-08-0517 minNest Egg!Nest Egg!Making Sense of Today’s MarketsEye-opening discussion of investment trends and how they drive decision-making in an inflationary world. In this episode, we explain the market in 10 charts.To look at the charts and read more about today's markets, click here.Find out more and reach out to us on our blog.2022-05-1327 min