SGL Financial

10/18/2026

A new episode of Our 2 Cents is here, and this one is packed with plenty to talk about!

Steve and Gabriel are diving into quick financial hits, October’s financial planning must-knows, the Medicare surcharge that could catch you by surprise, and end with a great listener question.

Press play and get in the know. Your next financial insight starts here.

Apple: https://podcasts.apple.com/us/podcast/episode-269-irmaa-mia-not-another-bill/id1451656956?i=1000796552736

Spotify: https://open.spotify.com/episode/2e57nE4aGIExldciv9wtkL?si=4584e808882043e9

Our 2 Cents · Episode

10/15/2026

You’ve worked hard to build your wealth, but is too much of it riding on one stock?

Balancing potential taxes, investment risk, and long-term goals can make the next move complicated.

Learn more in the : https://www.sglfinancial.com/blog/why-is-diversifying-concentrated-stock-so-difficult/

Diversifying a concentrated stock position can be difficult because selling highly appreciated shares may trigger capital gains taxes, while continuing to hold them leaves more of your wealth tied to a single investment. A diversification strategy can take into account taxes, timing, retirement inco...

10/12/2026

Today and every day, we recognize and honor the history, wisdom, and cultural heritage of Indigenous peoples that continue to enrich our communities.

Wishing you a meaningful Indigenous Peoples Day from all of us at SGL Financial.

10/11/2026

Batter up! It's Our 2 Cents back with a grand-slam episode. ⚾

Today's show, we’re talking fall travel, the latest economic headlines, and the financial lessons we can learn from America’s favorite pastime, baseball. Don’t strike out on this one. Listen in now!

Apple: https://podcasts.apple.com/us/podcast/episode-268-stepping-up-to-the-financial-plate/id1451656956?i=1000793924700

Spotify: https://open.spotify.com/episode/7FWwnZIy7YnQY9UT03FkTY?si=a69cbd2e2de3453d

Podcast Episode · Our 2 Cents · October 8 · 32m

09/27/2026

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

Our 2 Cents · Episode

09/20/2026

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

Our 2 Cents · Episode

09/16/2026

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/

Learn when to update your retirement plan and how SGL Financial’s Chicagoland advisors can help keep your strategy aligned with life’s changes.

09/13/2026

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.

09/13/2026

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

Our 2 Cents · Episode

09/09/2026

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/

Learn how much liquidity retirees may need for expenses, emergencies, and market downturns—and how to balance accessible cash with long-term goals.