SGL Financial

09/03/2026

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/

Learn how phased retirement compares to retiring all at once and explore retirement planning strategies from Chicagoland CFP® professionals at SGL Financial.

08/30/2026

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

Our 2 Cents · Episode

08/26/2026

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/

Learn how today’s spending decisions, lifestyle inflation, and major purchases can affect your financial flexibility and long-term retirement goals.

08/23/2026

What's driving the market right now? The indicators may hold the answer.

Apple: https://podcasts.apple.com/us/podcast/episode-263-following-the-market-breadcrumbs/id1451656956?i=1000784654751

Spotify: https://open.spotify.com/episode/7JkLzwPjonnrC56u5Uldj9?si=b6dd412f9564467d

Our 2 Cents · Episode

08/21/2026

Happy Senior Citizens Day! 👵👴

Age brings wisdom, stories, and a whole lot of reasons to celebrate.

08/19/2026

College is a big step toward independence, and that includes learning how to manage money. Steve Lewit, President of SGL Financial, shares tips to help students budget, spend responsibly, and build confidence along the way.

Watch him on WGN 9 News: https://www.sglfinancial.com/in-the-news/sgl-live-on-wgn-9-news-financial-independence-for-college-students/

College is a big step toward independence, and that includes learning how to manage money. Steve Lewit, President of SGL Financial, shares tips to help students budget, spend responsibly, and build confidence along the way. Here’s what was covered Live on WGN 9 News: Financial independence is an i...

08/17/2026

Happy Birthday to Kaleb, David, Mariah, Raji, and Katie! 🥳

August is clearly a great month for birthdays!

08/16/2026

Summer fun is great. A financial hangover? Not so much.

Between vacations, dinners out, shopping, and all those “just one more” purchases, it’s easy to lose track of where your money went.

Apple: https://podcasts.apple.com/us/podcast/episode-262-summer-financial-hangover/id1451656956?i=1000783361351

Spotify: https://open.spotify.com/episode/5cAMnUCoWVPMdWPSdUtGs7?si=00d71b574b5c405a

Our 2 Cents · Episode

08/09/2026

A quick podcast intermission! 🎙️

Between great client conversations and recording sessions, Gabriel lost his voice (turns out, recording a podcast is tricky when you sound like a frog 🐸).

While we recharge, you can revisit a few of our favorite episodes:

✨ Episode 227: Is Downsizing in Retirement the Right Move?
✨ Episode 185: Rocking Your Retirement Jersey
✨ Episode 168: Island Living and IRAs

Catch these episodes and more on our website, Spotify, and Apple. We’ll be back soon with fresh insights and a fully recovered voice! 🎧

Our 2 Cents – Episode #261 Building Your Investment Philosophy New episode alert! Steve and Gabriel are talking FIFA, coffee, and investment philosophies on this week’s episode of Our 2 Cents. Whether you’re a sports fan, coffee lover, or curious investor, there’s something for you. Tune in ...

08/05/2026

Most people think financial independence and retirement are the same thing. They're not.

Retirement is one option. Financial independence is having the freedom to decide what your future looks like.

Whether you want to keep working, consult, travel, volunteer, or retire completely, a financial plan can help you build the flexibility to make that choice.

Check out the to learn more: https://www.sglfinancial.com/blog/do-you-need-financial-independence-or-full-retirement/

Financial independence isn't always the same as retirement. Discover how a personalized roadmap to retirement can help you live life on your terms.