Our 2 Cents – Episode #041 Two Classic Planning Blunders to Avoid – Confusing Tax Preparation vs. Tax Planning & Taking Extra Risk to Makeup For Lost Time There are two classic planning blunders to avoid at all costs. The first blunder is confusing tax preparation with tax planning. You may think that your CPA is providing “tax planning” for you, but the reality is he/she is probably not! The second blunder is taking on too much risk to make […]

Our 2 Cents – Episode #040 Election-Year Investing Ideas, “Corona Purchases” & Getting to Know Steve & Gabriel We’ve got a really fun show lined up for you this week! With the upcoming November election just four months away, what “money-moves” should you be making today to best be prepared? Also, what in the world is a “Corona Purchase?” On today’s show we discuss a range of great topics, and even more importantly, we give you, our listeners, an opportunity […]

Our 2 Cents – Episode #039 If You Meet These 5 Milestones You Might Be Ready to Retire There’s a formula for everything, even knowing when you’re ready to retire. Here are five questions to ask yourself before you retire: Are you confident in your budget? Can you control your spending? Do you have a solid emergency fund? Have you paid off all of your debts? Do you have “enough” to retire? Setting your retirement date can be exciting, but […]

Our 2 Cents – Episode #038 Tax Free Income & Curious Investor Behavior Everyone loves the idea of tax-free income… what could be better? However, it seems that most people still don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. More importantly, why do people who say they want tax-free income, avoid taking action to achieve it? We look to investigate these curiosities and discuss the best strategies to get your money […]

Our 2 Cents – Episode #037 Financial Terms You Should Know During the Pandemic The Coronavirus pandemic has likely led you to hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them. Here’s what was covered in this episode: What to Call What Happened: Bear Market, Downturn, Bubble, Meltdown? Recession vs. […]

Our 2 Cents – Episode #036 Coronavirus Update and What You Should Be Doing Now It’s been quite the ride in the stock market. Gabriel and Steve are back to discuss the market during the COVID-19 pandemic and what you should be doing today with your investments. Here’s what was covered in this episode: What’s happened in the stock market recently? Will volatility continue? Have we reached the bottom of the bear-market? What is SGL recommending to clients? Should you […]

Our 2 Cents – Episode #035 The Coronavirus, The Market, & Tips for Finding the Right Advisor There is no doubt that we live in a world with an economy that relies on supply chains, people working, airports open, and tourism to continue. When the economy is disrupted and the Stock Market follows suit, it leaves investors with a sense and feeling of uncertainty. After we discuss the fears and woes of the coronavirus, we answer Max and Scott’s questions […]

Our 2 Cents – Episode #034 Affordability Crisis in America and the National Debt Wages are no longer keeping up with the high cost of living. With the costs of home, healthcare, and childcare expenses, how can you stay ahead of the curve while maintaining your standard of living? The national debt certainly plays a large part in your cost of living so we can’t underestimate how interest on debt, is a silent killer. Here’s what was covered in this […]

Our 2 Cents – Episode #033 February “Deep Dive” – Your Budget is the Key to Your Financial Success Do you like to make money? Because if you do, it all starts with a budget. On today’s episode we’re back with another “Deep Dive” into the world of budgeting and how it can protect you from losing more than you think. Don’t worry, you’ll enjoy this one, even if you don’t enjoy budgeting! Here’s what was covered in this episode: […]