Security Financial Management, Inc.

09/02/2026

Ready to build a financially secure and fulfilling life after a demanding career?
Catch the latest BA Podcast Guys episode for practical advice from a CFP® and real-world early retirement lessons from a former tech director.

Watch it here: https://linktr.ee/sfmmedia

09/02/2026

🛠️ Our offices will be closed on Monday, September 7, 2026, in observance of Labor Day.

💼 We will reopen and resume normal business hours on Tuesday, September 8, 2026.

09/01/2026

Your budget isn’t failing because you’re bad with money.

It might be failing because you were taught to budget the wrong way.

Most budgets rely on constant willpower—tracking every transaction, saying “no” to yourself, and expecting perfect behavior every single month.

A better approach? Treat saving and investing like a bill. Pay yourself first and make it part of your budget automatically.

Stop relying on willpower. Start building a system that works for you.

Full Podcast Link: https://youtu.be/pfXZUOwTJfI

08/27/2026

💡 Did you know your income isn’t the only thing that determines your health insurance costs? The number of people on your tax return matters too.

Understanding these income limits could help you plan smarter and avoid surprises.

Watch the full episode ➡️ https://youtu.be/u-Tm-9I5yiw

Learn more about the SFM process: www.SFMadvisorgroup.com

08/26/2026

Clocking out at 55 or pushing to 65? See what those extra years actually cost your Lockheed Martin pension, taxes, and lifestyle.

Watch the full episode now here: https://linktr.ee/sfmmedia

08/26/2026

💡 If you have an HSA, it can be a really useful tool for saving on healthcare costs. In 2026, eligible individuals can contribute up to $4,000 and use that money tax-free for qualified expenses like copays and deductibles.

Watch the full episode ➡️ https://youtu.be/u-Tm-9I5yiw

Learn more about the SFM process: www.SFMadvisorgroup.com

08/24/2026

💰 What if your stocks could generate income in TWO ways?

With dividend-paying stocks, a covered call strategy can potentially add premium income on top of your dividends—while you continue to own the stock.

For larger portfolios, that extra income can become significant. 📈

Would you consider using covered calls to boost your portfolio income?

Full Video Captions: https://youtu.be/KvBvDPMbNNE

08/21/2026

🫧 From the dot-com boom to the housing crisis, market bubbles have come and gone.

🔍 In this week's Money with Murphy, see what happened to diversified portfolios when those bubbles burst and why the same lessons matter in today's AI-driven market.

Learn more by clicking below ⬇️

From the dot-com boom to the housing crisis, explore how diversified portfolios weathered market bubbles and why those lessons still matter in today's AI-driven market.

08/19/2026

Heading into retirement at Lockheed Martin? Don't leave your pension, 401(k), and Medicare to guesswork.

Watch our latest episode to unlock your step-by-step checklist for ages 55, 60, and 65+: https://linktr.ee/sfmmedia

08/13/2026

📊 In this edition of 'A Minute With Mitch,' Mitch breaks down the latest wholesale price data and what it means for the Federal Reserve's next move.

⚖️ July's numbers came in mixed, with wholesale prices cooling from June but running a bit hotter than expected, adding to signs the Fed may hold rates steady in September.

🔍 Staying on top of these trends helps make sense of where the economy and markets may be headed next.



Learn more about the SFM process: www.SFMadvisorgroup.com