Security Financial Management, Inc.

06/18/2026

He was given two paths: go to war or teach children.

A friend told him, “If those children keep you out of war, you'd better become a great teacher.” Those words changed everything.

Full Video Link: https://youtu.be/hy_mF1f0-fA

06/16/2026

Had a great year financially?

A donor-advised fund can help you lock in a tax deduction today while giving you time to decide which causes you want to support. Smart giving isn't just about generosity—it's about strategy too.

Full Podcast Link: https://youtu.be/WFxqkiMwKxs

06/16/2026

🇺🇸 Our offices will be closed on Friday, June 19, 2026, in observance of Juneteenth.

🔔 We will reopen and resume normal business hours on Monday, June 22, 2026.

06/15/2026

Your money may be safe in the bank, but is its buying power safe?

Inflation quietly reduces what your savings can buy over time. That's why a retirement plan needs to account for more than just today's expenses.

Full Podcast Link: https://youtu.be/STGgm4xFRls

06/15/2026

📊 In this edition of 'A Minute With Mitch,' Mitch outlines a practical strategy for managing assets in uncertain economic times.

🎯 He emphasizes a disciplined approach focused on protection, liquidity, and selective growth to navigate high rates and geopolitical risks.

📝 Diversification, defensive positioning, and avoiding speculative risks are key themes for resilience and flexibility.



Learn more about the SFM process: www.SFMadvisorgroup.com

06/15/2026

🏠 Investing in your home and building equity can create valuable cash flow once your mortgage is paid off.

🔑 At the same time, contributing to retirement accounts such as 401(k)s and IRAs remains essential for funding your future lifestyle.

⚖️ Balancing debt reduction with retirement investing is important and can be tailored to your unique financial situation.

Watch the full episode ➡️ https://youtu.be/mGibAaYTEN4

Learn more about the SFM process: www.SFMadvisorgroup.com

06/14/2026

Most people think losing money happens only in a market crash… but that’s not true.
Inflation, inaction, and indecision are quietly eating your wealth every single day.
Sometimes the biggest financial mistake is simply doing nothing.

Don’t let “waiting” cost you your future.

Full Podcast Link: https://youtu.be/STGgm4xFRls

06/13/2026

A smarter savings strategy isn't always about chasing higher rates.

CD laddering can help increase flexibility, manage risk, and maximize FDIC coverage across multiple banks.

Full Podcast Link: https://youtu.be/STGgm4xFRls

06/13/2026

🔄 Big changes could be on the way at the Federal Reserve as Kevin Warsh takes over as Chair. But one rule remains: don't fight the Fed.

🏦 In this week's Money with Murphy, Kara explains three ways that the new Chair may change how policy is communicated, measured, and applied and how it will shape the way markets respond to the central bank.

Learn more by clicking below ⬇️

Big changes may be coming to the Fed under new Chair Kevin Warsh. KIM President and CIO Kara Murphy breaks down what it means for policy, markets, and why you never fight the Fed.

06/12/2026

🏠 A home can be an important long-term asset, but it plays a different role than traditional investments.

📊 Historically, the stock market has generally outpaced primary residential real estate in long-term returns, while homeownership may provide stability and equity growth.

🎯 The right approach depends on your goals, risk tolerance, and overall financial plan.

Watch the full episode ➡️ https://youtu.be/mGibAaYTEN4

Learn more about the SFM process: www.SFMadvisorgroup.com