David Talley | Talley Wealth

One retirement question, answered plainly, every week, for people in and around Johnson City and the Tri-Cities.

I'm David Talley, a CFP® professional and Enrolled Agent, and I run Talley Wealth in Johnson City, Tennessee. Most of my clients are a few years from retirement, working out how to turn what they saved into a retirement paycheck. What to do with the 401(k). When to take Social Security. Whether Roth conversions make sense. Lump sum or monthly pension. What taxes look like after the last paycheck.

This channel is general education, not advice for your specific situation. To talk through your own retirement, start with a short Explore Call at talleywealth.com/get-started.

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 Wealth are not affiliated.