54 episodes

"Building wealth for life" with the team at SGL Financial. Join hosts Gabriel & Steve Lewit for all the latest in financial news, trends, strategies & more!

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"Building wealth for life" with the team at SGL Financial. Join hosts Gabriel & Steve Lewit for all the latest in financial news, trends, strategies & more!

    Episode 54: Variable Annuities-Are They Worth it? Plus Estate Planning Essentials

    Episode 54: Variable Annuities-Are They Worth it? Plus Estate Planning Essentials

    Today we put variable annuities under a microscope. When someone wants to gain the advantages of the stock market yet still have some guarantees, is a variable annuity the route to go?

    Next we cover some estate planning essentials. Can you keep your assets out of the courts and away from probate? Estate planning is one of the items that should be definitely be on your list of planning areas to review!

    Plus, Join Us for a Listener Question:
    "My long term care policy says it will pay out a maximum of $250,000 during my lifetime. Is that enough coverage?" (Robert from Deerfield)

    Tune in now to join us for this discussion!

    • 33 min
    Episode 53: Post-Election Commentary and 15 Top Places to Retire

    Episode 53: Post-Election Commentary and 15 Top Places to Retire

    It's been quite the rollercoaster this last week and a half! With apparent President-elect Joe Biden winning both the electoral and popular votes, we talk about what that can mean, as well as discuss what lawmakers are proposing in their emergency bill to raise 2021's Social Security COLA adjustment.

    After that discussion, we move to our next topic and have a little fun. What are the top 15 destinations for retirees to move to? This list of best locations to move to considers happiness, tax rates, affordability, and access to healthcare.

    Finally, we wrap-up with some more fun-filled facts about Steve and Gabriel-quite uncanny how similar their answers are!



    Tune in now to join us for this discussion!

    • 32 min
    Episode 52: Five Questions - Self-Health Financial Assessment

    Episode 52: Five Questions - Self-Health Financial Assessment

    There's a lot of uncertainty in today's world with COVID, high unemployment numbers, the Presidential election, and the constant turmoil 2020 has brought us thus far. So how can you really know if you're ready to retire? Take our self-health financial assessment and see if you are ready today!

    1. How much money do you have in assets?
    2. Do you know how much you spend?
    3. What's in your investment portfolio and how much risk are you taking?
    4. Do you know what you pay in taxes? Where will you get your income today, the next 5 years and so on?

    Tune in now to join us for this discussion!

    • 33 min
    Episode 51: COVID-19 Resurgence & The Upcoming Election

    Episode 51: COVID-19 Resurgence & The Upcoming Election

    The uncertainty of both Coronavirus and the 2020 presidential election are casting an uneasy shroud across the nation.

    On today's show, we discuss the state of the economy and the stock market-and what impact the COVID-19 resurgence and the upcoming presidential election may have on both.

    For many, questions are lingering... Who will win the election? Will more jobs be lost due to COVID-19? What tax impositions will be enforced if either President Trump or former Vice President Joe Biden are elected?

    Tune in now to join us for this discussion!

    • 35 min
    Episode 50: 50th Episode Special & 5 Financial No-No's

    Episode 50: 50th Episode Special & 5 Financial No-No's

    On our special 50th episode-anniversary, we want to send a big THANK YOU to all our loyal listeners for staying by our side. We truly enjoy your questions, comments, and continuous feedback of our show, and we look forward to the next 50 episodes together!

    ON THIS EXTRA-AWESOME 50th EPISODE:

    Today we start off with some FUN retirement quotes and some clarifications of our last show based on comments from you, our listeners! For our 'main course' of the show, we then cover five financial and retirement no-no's.

    •Should you compare your investments to the stock market?
    •Have you ever given up on a new financial strategy before you've given it enough time to play out?
    •Are you an investor who is chasing big returns too late in life?
    •Are you paying attention to investing costs and fees?
    •Have you procrastinated on making important financial changes?

    Once again, thanks for joining us!

    • 35 min
    Episode 49: October "Deep Dive"- 401(k) FAQ's and Your Retirement

    Episode 49: October "Deep Dive"- 401(k) FAQ's and Your Retirement

    There are many questions surrounding the inner workings of a 401(k) and the best approach to the 'do's and don'ts during your working and retirement years. On this month's 'Deep Dive' we answer questions such as;

    1. What is dollar cost averaging?
    2. How much can one contribute on an annual basis?
    3. What is a target date fund and how can it benefit your retirement?
    4. Should one rebalance their 401(k), and if so, when?
    5. What should you invest in, within your 401(k)?

    After our deep-dive, we come up for a bit of fun! Steve and Gabriel answer more personal questions and fun facts! Discover some cool things you didn't know about your show hosts!

    Tune in now to join us for this discussion!

    • 34 min

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