SGL Financial

Ready for your next dose of Our 2 Cents?

Steve and Gabriel are talking AI clone coworkers, getting more happiness for your buck, and a question straight from one of our amazing listeners.

Make sure to press play and let’s get into it!

Apple: https://podcasts.apple.com/us/podcast/episode-267-meet-your-new-ai-coworker/id1451656956?i=1000791642390

Spotify: https://open.spotify.com/episode/3UpM63gduOD73otEgUZ2DS?si=2d12544839064599

Episode 267: Meet Your New AI Coworker Our 2 Cents · Episode

We’re asking the big question: What would you trade for a longer life? (No spoilers, but people are willing to give up a lot.)

Plus, we’re breaking down our September planning calendar, why sports betting is quickly growing, and getting a little personal with Steve and Gabriel.

Grab your coffee, plug in your earbuds, and dive in!

Apple: https://podcasts.apple.com/us/podcast/episode-266-your-future-is-showing-its-age/id1451656956?i=1000790527634

Spotify: https://open.spotify.com/episode/4aekSz3DeiRVMd2n7sTfUf?si=ae0aa6edd1624a7b

Episode 266: Your Future Is Showing Its Age Our 2 Cents · Episode

What if the retirement plan you have today isn’t the plan you’ll need tomorrow?

Life moves fast, and your retirement strategy needs to keep up. From changing tax laws to personal milestones, a regular check-in ensures your portfolio grows with you.

Is it time to give your plan a second look?

Learn more in the : https://www.sglfinancial.com/blog/when-should-you-update-your-retirement-plan/

When Should You Update Your Retirement Plan? - SGL Financial Advisors Learn when to update your retirement plan and how SGL Financial’s Chicagoland advisors can help keep your strategy aligned with life’s changes.

Happy Grandparents Day!

Today, we’re celebrating the grandparents who fill our lives with wisdom, laughter, unforgettable stories, and a whole lot of love.

Here’s to the grandparents who make life a little sweeter, a lot more meaningful, and always more fun.

Being named an executor is an honor... until the paperwork hits.

From taxes to family dynamics, managing an estate is a massive job.

Listen now to discover what nobody tells you about being an executor and how we can help.

Apple: https://podcasts.apple.com/us/podcast/episode-265-pets-probate-planning/id1451656956?i=1000789092976

Spotify: https://open.spotify.com/episode/2MuYvhUvYbsIBCuSLPYdpG?si=ce14724c73bd4806

Episode 265: Pets, Probate, & Planning Our 2 Cents · Episode

Retirement isn’t just about how much you have. It’s also about how much you can access when you need it.

Having a solid liquidity strategy can help you cover unexpected expenses, enjoy your retirement, and avoid having to sell investments at the wrong time.

Learn more in the : https://www.sglfinancial.com/blog/how-much-liquidity-should-retirees-keep-available/

How Much Liquidity Should Retirees Keep Available? - SGL Financial Advisors Learn how much liquidity retirees may need for expenses, emergencies, and market downturns—and how to balance accessible cash with long-term goals.

Happy Labor Day!

Here’s to the dedication, hard work, and contributions that make a difference in our families, businesses, and communities.

Wishing you and your loved ones a happy and relaxing Labor Day from all of us at SGL Financial!

Retirement doesn’t have to be all or nothing. A phased retirement can give you the flexibility to gradually reduce your workload while easing into the next chapter of life.

Could a gradual retirement transition be right for you?

Check out the to learn more: https://www.sglfinancial.com/blog/is-phased-retirement-better-than-retiring-all-at-once/

Is Phased Retirement Better Than Retiring All at Once? - SGL Financial Advisors Learn how phased retirement compares to retiring all at once and explore retirement planning strategies from Chicagoland CFP® professionals at SGL Financial.

Think tennis has nothing in common with your finances? Think again.

The court has a few lessons worth serving up when it comes to your financial strategy.

Apple: https://podcasts.apple.com/us/podcast/episode-264-game-set-money/id1451656956?i=1000786335526

Spotify: https://open.spotify.com/episode/1CepM3fOVNJ7yp3jyBqmHl?si=fe384b8695dc4548

Episode 264: Game, Set, Money Our 2 Cents · Episode

When was the last time you asked, “What is this purchase really costing me?”

The price tag tells you what it costs today. But what could it cost you in time until retirement?

Learn more in the : https://www.sglfinancial.com/blog/could-todays-spending-limit-tomorrows-choices/

Could Today’s Spending Limit Tomorrow’s Choices? - SGL Financial Advisors Learn how today’s spending decisions, lifestyle inflation, and major purchases can affect your financial flexibility and long-term retirement goals.