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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.

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…

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 things…

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 things…

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, also explore how to resolve that conflict to establish a solid financial plan.

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 months notices. And then you all the sudden can tell in the mirror. “Whoa,” you realize, “I need to do something about this.” That slow creep of weight was hard to notice day-to-day, but before you even noticed it, it had already made a significant change in your body. The same thing happens to financial plans exposed to inflation. You might not notice it for a while, but after many years, an illprepared might get ravaged by the subtle, long-term increases of the prices of things all around us. Let’s explore some ways we can guard against that creep of inflation.

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 ways to proactively deal with stress in retirement.

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 questions and more on this week's edition of SGL Radio.

We resume our conversation about why it's important to quiz a potential (or current) financial advisor. This time we cover communication, trust & values.

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).

Looking at how the conversation about retirement readiness typically takes shape.

We give you an introduction to SGL Financial and the reasons behind our tagline, "Building Wealth for Life."