SGL Financial

07/14/2026

A first for Our 2 Cents!

For the first time ever, we brought cameras into the studio! Here's a behind-the-scenes look of Episode 254: Can AI Build a Confident Portfolio?

Artificial intelligence is changing nearly every industry, but should it play a role in managing your investments?

This is just a short clip from the conversation. If you'd like to see us start recording and sharing full video podcast episodes in the future, let us know in the comments!

We'd love to hear what you think!

In the meantime, you can listen to the full audio episode on our website:
https://www.sglfinancial.com/radio/can-ai-build-a-confident-portfolio/

🎧 Available on Spotify and Apple Podcasts

07/12/2026

To infinity... and beyond your finances! 🚀
What can Toy Story teach us about money? More than you might think.

Apple: https://podcasts.apple.com/us/podcast/episode-259-youve-got-a-financial-friend-in-me/id1451656956?i=1000776278509

Spotify: https://open.spotify.com/episode/3cfVRqpGyGX9mMknH2NWvo?si=966c0b9e9e7d422e

Podcast Episode · Our 2 Cents · July 10 · 33m

07/10/2026

Inflation quietly shapes retirement over time, often more than people realize. Even small shifts in assumptions can change long-term outcomes.

If you want a simple breakdown of what to watch for, check out our quick guide here: https://www.sglfinancial.com/is-inflation-quietly-disrupting-your-retirement-plan/

SGL Financial, located in Buffalo Grove, IL., provides full-service tax planning and preparation for individuals and families in the Chicagoland Area.

07/09/2026

Happy Birthday to our receptionist, Alaina! 🥳

Thank you for everything you do to keep our office running smoothly and for always greeting everyone with a smile. We hope you have a fantastic birthday and a wonderful year ahead!

07/06/2026

Inflation doesn’t just raise prices; it can quietly reshape retirement plans over time. The key isn’t only understanding inflation, but planning for it realistically.

Discover why small inflation assumptions can make a big difference in the : https://www.sglfinancial.com/blog/how-do-1-2-inflation-errors-impact-retirement/

A 1–2% inflation miscalculation can reshape your retirement over time. Learn how small errors affect income, spending, and long-term financial stability.

07/04/2026

Happy 4th of July from SGL Financial! 🔴⚪🔵

As we gather with family and friends this 4th of July, we're reminded that some of life's greatest treasures aren't found in a portfolio statement.

They're found around the dinner table, at backyard barbecues, and in the moments we share with the people who matter most.

Wishing you a safe, joyful, and memorable Independence Day.

07/02/2026

Thinking about using AI for investing? Our very own Steve Lewit shares where it can help and where financial advice from a professional is essential.

Watch him on WGN 9 News: https://www.sglfinancial.com/in-the-news/sgl-live-on-wgn-9-news-ai-and-your-finances/

07/01/2026

Happy Financial Freedom Day!

For many, financial freedom is having the confidence to make choices about how you live, work, and retire. It’s the ability to align your money with your goals so you can focus more on what matters most and less on financial uncertainty.

Financial freedom isn’t built overnight; it comes from consistent planning, intentional decisions, and a long-term mindset.

06/28/2026

What do retirement planning and a championship basketball team have in common? 🏀 Tune in as Steve and Gabriel share investing lessons, retirement tips, and listener questions on the latest episode of Our 2 Cents!

Apple: https://podcasts.apple.com/us/podcast/episode-258-what-the-knicks-can-teach-investors/id1451656956?i=1000774379142

Spotify: https://open.spotify.com/episode/3rHHENIYHokBtNgAymtXZF

Podcast Episode · Our 2 Cents · June 26 · 35m

06/25/2026

Inflation doesn’t retire when you do.

As prices rise, retirement income strategies must protect purchasing power, not just provide stability. Fixed income still matters, but positioning is key.

Learn more in the : https://www.sglfinancial.com/blog/how-do-fixed-income-strategies-adjust-to-inflation/

Learn how fixed income strategies adjust to inflation, including duration risk, bond laddering, diversification, and income planning for retirement.