Talley Wealth

Talley Wealth Financial planning · Tax strategy · Investment management
Serving entrepreneurs, executives & pre-retirees across the Appalachian Highlands.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated. Content provided via links to third party sites should not be considered endorsement of third party content. We ma

ke no representation as to the completeness or accuracy of information provided at the websites. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

This one feels especially meaningful to me because I previously had the opportunity to speak from that very stage. I hav...
06/16/2026

This one feels especially meaningful to me because I previously had the opportunity to speak from that very stage. I have always appreciated the way TEDx creates space for thoughtful people, local stories, and ideas worth wrestling with.

We have a few complimentary tickets available for this year's event on Friday, June 26 at the Martin Center. If you would like to attend, send me a message and we will share details while tickets are available.

05/20/2026

Are you making financial decisions with the wrong context?

One of the biggest challenges in financial planning is that advice without context can lead to the wrong decisions. What works well for one person may be completely wrong for someone else depending on goals, income needs, taxes, risk tolerance, and retirement timelines.

In this video, David Talley explains why understanding the full financial picture matters before making important investment or retirement decisions.

Good financial planning is not about copying generic advice — it’s about building a strategy designed around your specific situation.

Visit https://www.talleywealth.com for more information.

05/19/2026

Why do people talk about Roth conversions so much?
Because, when used strategically, they can potentially save retirees thousands in taxes over time.

In this video, David Talley explains why Roth conversions have become such a major topic in retirement planning and how proactive tax strategies may help create more flexibility for future retirement income.

The goal is not just growing wealth — it’s helping preserve more of it over the long term.

Visit https://www.talleywealth.com for more information.

05/18/2026

Thinking about a Roth conversion?
One mistake could create an unexpected tax penalty.

In this video, David Talley explains an important issue many people overlook when completing Roth conversions and why understanding the tax implications ahead of time matters.

Roth conversions can be a powerful retirement planning tool when used strategically, but timing, tax planning, and ex*****on all play a major role in avoiding costly mistakes.

Visit https://www.talleywealth.com for more information.

05/15/2026

One of the biggest retirement mistakes people make is adjusting their spending based entirely on what the market is doing.

When markets rise, spending often increases. When markets fall, fear can lead to drastic cuts and emotional financial decisions. In this video, David Talley explains why reacting too heavily to short-term market movement can create long-term planning problems.

A strong retirement income strategy should help create stability through changing market conditions — not force constant lifestyle changes every time the market fluctuates.

Visit https://www.talleywealth.com for more information.

05/14/2026

Are you being too safe with your money — or taking too much risk?

One of the biggest challenges in retirement planning is finding the balance between protecting what you’ve built and still allowing your money the opportunity to grow.

In this video, David Talley discusses the difficult middle ground many investors face and why building the right strategy often requires more than simply choosing “safe” or “aggressive.”

A successful retirement plan should align with your goals, timeline, income needs, and comfort level — not fear or market headlines.

Visit https://www.talleywealth.com for more information.

05/13/2026

“Social Security is going away in 2030.”
You’ve probably heard the headlines — but what’s actually true, and what should retirees really be paying attention to?

In this video, David Talley breaks down what the future of Social Security could mean for your retirement income plan, why these conversations matter now, and how proactive planning can help you stay prepared no matter what changes come ahead.

Retirement planning is about more than reacting to headlines — it’s about building a strategy that can adapt over time.

Visit https://www.talleywealth.com for more information.

04/28/2026

A lot of retirees and pre-retirees may be overlooking one of the most important tax planning opportunities available to them: Roth conversions.

When most retirement savings stay in a traditional 401(k) or IRA, that money can continue to grow for years. But eventually, required minimum distributions begin, and that can force larger withdrawals, increase taxable income, and potentially push you into a higher tax bracket.

Roth conversions can be a smart way to plan ahead and create more flexibility later.

Learn more about retirement and tax planning strategies at Talley Wealth: https://www.talleywealth.com/

04/27/2026

Making financial decisions without the right context can lead to costly mistakes.

Most people aren’t lacking effort—they’re lacking clarity on how everything works together. That’s where strategy matters.
We start with a simple 15-minute explore call to understand your situation.

If it’s a good fit, we’ll walk you through a personalized strategy session—completely free. No pressure, no obligation—just insight you can use, whether you work with us or not.

Learn more or get started here: https://www.talleywealth.com

04/26/2026

A lot of people hear about Roth conversions—but don’t fully understand why they matter.

The reality is, if most of your money is in a traditional account, you’re going to pay taxes on it eventually. The question is: do you want to pay those taxes now at a potentially lower rate… or later when they could be significantly higher?

That’s where Roth conversions come in. When done strategically, they can create substantial long-term tax savings—not just for you, but for your beneficiaries as well.

Want to understand if this applies to your situation?
Learn more: https://www.talleywealth.com

Address

203 Broyles Drive Ste 301A
Johnson City, TN
37601

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 3pm

Telephone

+14236170160

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