SGL Radio

What’s in a Mid-Year Plan Review? And What’s the Big Deal With Longevity Risk?

Posted Thu Aug 06, 2020

Our 2 Cents – Episode #044 What’s in a Mid-Year Plan Review? And What’s the Big Deal With Longevity Risk? Life happens, things change, goals shift, and as a result, so should your financial plan. On today’s episode we expand on our topic from last week about why it’s so important to have your Mid-Year Plan Review and precisely what you should be including in that review. After that we dive into a detailed discussion of Longevity Risk, or what’s […]

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Better Cash Alternatives & Protecting Yourself from Financial Scams

Posted Fri Jul 31, 2020

Our 2 Cents – Episode #043 Better Cash Alternatives & Protecting Yourself from Financial Scams Should you be stuffing the ole’ mattress with cash? Whether in the mattress or in your checking account, today we give some insight on alternatives to keeping your money in cash—where it earns 0%… zip, zero, nada. Additionally, we dive into some headlines and Gabriel & Steve give advice on how to avoid being a victim to scams such as “Hackers seize popular Celebrity Twitter […]

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Overcoming Sticker Shock – Paying for Financial Advice & Capital Gains

Posted Thu Jul 23, 2020

Our 2 Cents – Episode #042 Overcoming Sticker Shock – Paying for Financial Advice & Capital Gains On today’s episode we discuss the value and benefits of having a financial advisor and, if you’re unused to paying a fee for advice, overcoming what may feel like fee “sticker shock” when hiring a financial advisor (and why it’s still very much worth it!). We’ll also discuss whether to pay those pesky capital gains in your portfolio and diversify, or just keep […]

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Two Classic Planning Blunders to Avoid – Confusing Tax Preparation vs. Tax Planning & Taking Extra Risk to Makeup For Lost Time

Posted Fri Jul 17, 2020

Our 2 Cents – Episode #041 Two Classic Planning Blunders to Avoid – Confusing Tax Preparation vs. Tax Planning & Taking Extra Risk to Makeup For Lost Time There are two classic planning blunders to avoid at all costs. The first blunder is confusing tax preparation with tax planning. You may think that your CPA is providing “tax planning” for you, but the reality is he/she is probably not! The second blunder is taking on too much risk to make […]

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Election-Year Investing Ideas, “Corona Purchases” & Getting to Know Steve & Gabriel

Posted Thu Jul 02, 2020

Our 2 Cents – Episode #040 Election-Year Investing Ideas, “Corona Purchases” & Getting to Know Steve & Gabriel We’ve got a really fun show lined up for you this week! With the upcoming November election just four months away, what “money-moves” should you be making today to best be prepared? Also, what in the world is a “Corona Purchase?” On today’s show we discuss a range of great topics, and even more importantly, we give you, our listeners, an opportunity […]

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If You Meet These 5 Milestones You Might Be Ready to Retire

Posted Fri Jun 19, 2020

Our 2 Cents – Episode #039 If You Meet These 5 Milestones You Might Be Ready to Retire There’s a formula for everything, even knowing when you’re ready to retire. Here are five questions to ask yourself before you retire: Are you confident in your budget? Can you control your spending? Do you have a solid emergency fund? Have you paid off all of your debts? Do you have “enough” to retire? Setting your retirement date can be exciting, but […]

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Tax Free Income & Curious Investor Behavior

Posted Fri Jun 05, 2020

Our 2 Cents – Episode #038 Tax Free Income & Curious Investor Behavior Everyone loves the idea of tax-free income… what could be better? However, it seems that most people still don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. More importantly, why do people who say they want tax-free income, avoid taking action to achieve it? We look to investigate these curiosities and discuss the best strategies to get your money […]

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Financial Terms You Should Know During the Pandemic

Posted Fri May 15, 2020

Our 2 Cents – Episode #037 Financial Terms You Should Know During the Pandemic The Coronavirus pandemic has likely led you to hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them. Here’s what was covered in this episode: What to Call What Happened: Bear Market, Downturn, Bubble, Meltdown? Recession vs. […]

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Coronavirus Update and What You Should Be Doing Now

Posted Fri Apr 24, 2020

Our 2 Cents – Episode #036 Coronavirus Update and What You Should Be Doing Now It’s been quite the ride in the stock market. Gabriel and Steve are back to discuss the market during the COVID-19 pandemic and what you should be doing today with your investments. Here’s what was covered in this episode: What’s happened in the stock market recently? Will volatility continue? Have we reached the bottom of the bear-market? What is SGL recommending to clients? Should you […]

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