By Gabriel Lewit
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"Building wealth for life" with the team at SGL Financial. Join hosts Gabriel & Steve Lewit for weekly financial and retirement planning guidance.
||CleanSales Pitch Vs Planning||It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.||8/16/2018||Free||View in iTunes|
||CleanUnique Planning Challenges||Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…||8/2/2018||Free||View in iTunes|
||CleanGetting Started: A Financial Plan's First Steps||For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several th||7/19/2018||Free||View in iTunes|
||CleanMailbag: Life Insurance, Real Estate, Taxes, And Inflation||For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several th||7/5/2018||Free||View in iTunes|
||CleanHis And Her Retirement Planning||If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, als||4/19/2018||Free||View in iTunes|
||CleanThe Silent Killer Of Retirement: Inflation||Have you ever put on a lot of weight at some point in your life? It’s frustrating because you don’t really notice it at first. Even the people you see every day might not notice for a while. Then all the sudden someone you haven’t seen in several||4/5/2018||Free||View in iTunes|
||CleanReducing Stress In Retirement||Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. After all, you go through a lot of changes in retirement in terms of daily schedule, lifestyle, relationships, and more. Let’s look at the||3/8/2018||Free||View in iTunes|
||CleanHow To Respond To Market Ups And Downs||You've heard of the buzzword "volatility". We've seen a lot of it so far in 2018. How should you react to this market volatility? Should you expose yourself to any of it if you're thinking about retirement in the near future? We'll answer those question||2/21/2018||Free||View in iTunes|
||CleanQuiz Your Advisor Part 2||We resume our conversation about why it's important to quiz a potential (or current) financial advisor. This time we cover communication, trust & values.||11/16/2017||Free||View in iTunes|
||CleanQuiz Your Advisor Part 1||There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).||11/9/2017||Free||View in iTunes|
||CleanAre You Ready For Retirement?||Looking at how the conversation about retirement readiness typically takes shape.||11/2/2017||Free||View in iTunes|
||CleanWho Is SGL?||We give you an introduction to SGL Financial and the reasons behind our tagline, "Building Wealth for Life."||9/28/2017||Free||View in iTunes|