SGL Financial

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SGL Financial We provide comprehensive & holistic retirement, investment, tax planning, & estate planning services.

Our Mission is to help you build wealth, preserve it, and live your life with financial freedom.

The SGL Financial team had a wonderful time volunteering at Feed My Starving Children and making a difference in the liv...
10/26/2026

The SGL Financial team had a wonderful time volunteering at Feed My Starving Children and making a difference in the lives of children around the world!

And the impact speaks for itself!

📦 Boxes Packed: 104
🍽️ Meals Provided: 22,464
💙 Total Cost: $6,514.56
🌟 Children Fed a Daily Meal for a Year: 61

We’re grateful for the opportunity to come together as a team and help make a meaningful difference, one meal at a time!

Boo! 👻Our 2 Cents is getting into the spooky spirit with a few financial tricks, treats, and surprises! On this show, St...
10/25/2026

Boo! 👻

Our 2 Cents is getting into the spooky spirit with a few financial tricks, treats, and surprises! On this show, Steve and Gabriel cover the latest headlines before shining a light on some of the biggest fears investors face. Tune in now and let the Lewits help you send those financial monsters packing!

Apple: https://podcasts.apple.com/us/podcast/episode-270-financial-fears-that-go-bump-in-the-night/id1451656956?i=1000797518083

Spotify: https://open.spotify.com/episode/0H3xuPLDgvXt1eVvyuB0N7?si=e2cd28276785430e

Our 2 Cents · Episode

Whether through employer stock, market growth, or overlapping funds, concentration risk can quietly creep into your port...
10/21/2026

Whether through employer stock, market growth, or overlapping funds, concentration risk can quietly creep into your portfolio over time.

Are your assets truly diversified to handle an unexpected market shift without impacting your retirement timeline?

Learn more in the : https://www.sglfinancial.com/blog/how-does-a-portfolio-become-too-concentrated/

Is your retirement portfolio too concentrated? Learn how employer stock, overlapping funds, and market growth can create hidden investment risk.

10/19/2026

Toy Story may be a childhood classic, but its most memorable quotes can teach us a thing or two about money, too.

Check out this clip from Episode 259, “You’ve Got a Financial Friend in Me,” for a little Toy Story nostalgia and some out-of-this-world wisdom about your finances!

https://www.sglfinancial.com/radio/youve-got-a-financial-friend-in-me/

A new episode of Our 2 Cents is here, and this one is packed with plenty to talk about! Steve and Gabriel are diving int...
10/18/2026

A new episode of Our 2 Cents is here, and this one is packed with plenty to talk about!

Steve and Gabriel are diving into quick financial hits, October’s financial planning must-knows, the Medicare surcharge that could catch you by surprise, and end with a great listener question.

Press play and get in the know. Your next financial insight starts here.

Apple: https://podcasts.apple.com/us/podcast/episode-269-irmaa-mia-not-another-bill/id1451656956?i=1000796552736

Spotify: https://open.spotify.com/episode/2e57nE4aGIExldciv9wtkL?si=4584e808882043e9

Our 2 Cents · Episode

You’ve worked hard to build your wealth, but is too much of it riding on one stock?Balancing potential taxes, investment...
10/15/2026

You’ve worked hard to build your wealth, but is too much of it riding on one stock?

Balancing potential taxes, investment risk, and long-term goals can make the next move complicated.

Learn more in the : https://www.sglfinancial.com/blog/why-is-diversifying-concentrated-stock-so-difficult/

Diversifying a concentrated stock position can be difficult because selling highly appreciated shares may trigger capital gains taxes, while continuing to hold them leaves more of your wealth tied to a single investment. A diversification strategy can take into account taxes, timing, retirement inco...

Today and every day, we recognize and honor the history, wisdom, and cultural heritage of Indigenous peoples that contin...
10/12/2026

Today and every day, we recognize and honor the history, wisdom, and cultural heritage of Indigenous peoples that continue to enrich our communities.

Wishing you a meaningful Indigenous Peoples Day from all of us at SGL Financial.

Batter up! It's Our 2 Cents back with a grand-slam episode. ⚾Today's show, we’re talking fall travel, the latest economi...
10/11/2026

Batter up! It's Our 2 Cents back with a grand-slam episode. ⚾

Today's show, we’re talking fall travel, the latest economic headlines, and the financial lessons we can learn from America’s favorite pastime, baseball. Don’t strike out on this one. Listen in now!

Apple: https://podcasts.apple.com/us/podcast/episode-268-stepping-up-to-the-financial-plate/id1451656956?i=1000793924700

Spotify: https://open.spotify.com/episode/7FWwnZIy7YnQY9UT03FkTY?si=a69cbd2e2de3453d

Podcast Episode · Our 2 Cents · October 8 · 32m

We’re asking the big question: What would you trade for a longer life? (No spoilers, but people are willing to give up a...
09/20/2026

We’re asking the big question: What would you trade for a longer life? (No spoilers, but people are willing to give up a lot.)

Plus, we’re breaking down our September planning calendar, why sports betting is quickly growing, and getting a little personal with Steve and Gabriel.

Grab your coffee, plug in your earbuds, and dive in!

Apple: https://podcasts.apple.com/us/podcast/episode-266-your-future-is-showing-its-age/id1451656956?i=1000790527634

Spotify: https://open.spotify.com/episode/4aekSz3DeiRVMd2n7sTfUf?si=ae0aa6edd1624a7b

Our 2 Cents · Episode

Address

1130 W. Lake Cook Road, Suite 150
Buffalo Grove, IL
60089

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

Telephone

+18474993330

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