CFG Wealth Management, LLC

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CFG Wealth Management, LLC provides sound financial advice utilizing diversification, comprehensive planning techniques, asset protection, and heir legacy protection.

𝐓𝐡𝐞 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐓𝐫𝐞𝐞𝐡𝐨𝐮𝐬𝐞 𝐨𝐟 𝐇𝐨𝐫𝐫𝐨𝐫𝐬 Some of the scariest threats to retirement aren't the ones you see coming. In this H...
10/31/2026

𝐓𝐡𝐞 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐓𝐫𝐞𝐞𝐡𝐨𝐮𝐬𝐞 𝐨𝐟 𝐇𝐨𝐫𝐫𝐨𝐫𝐬

Some of the scariest threats to retirement aren't the ones you see coming. In this Halloween-themed episode, we uncover overlooked financial risks, including supporting adult children, expensive hobbies, aging homes, and the challenges of managing digital assets after death. We discuss how anticipating these hidden expenses and incorporating them into your financial plan can help keep your retirement from becoming a real-life house of horrors.

🎧 Listen Now: https://financially-tuned.s3.us-east-2.amazonaws.com/public/74YniMqaKXa0EbRR5Ud1vMfJFL0OhIGXMBqsTKAc.mp3

𝟓 𝐌𝐨𝐯𝐞𝐬 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐁𝐄𝐅𝐎𝐑𝐄 𝐘𝐨𝐮 𝐑𝐞𝐭𝐢𝐫𝐞The five years leading up to retirement can be some of the most important for securing ...
10/30/2026

𝟓 𝐌𝐨𝐯𝐞𝐬 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐁𝐄𝐅𝐎𝐑𝐄 𝐘𝐨𝐮 𝐑𝐞𝐭𝐢𝐫𝐞

The five years leading up to retirement can be some of the most important for securing your financial future. We discuss five key moves to make before you retire, including maximizing retirement contributions, building cash reserves, preparing for healthcare costs, managing debt, and developing a reliable retirement income plan. We also explore how thoughtful tax planning and strategic financial decisions during this critical window can help create greater flexibility and confidence throughout retirement.

🎧Listen Now: https://financially-tuned.s3.us-east-2.amazonaws.com/public/6ezf87B5DjUgdeHpUlO8nskqhZNMHkbfYtoCE9FX.mp3

10/27/2026

Retirement isn't just about how much you save.

10/20/2026

The ten years that deserve extra attention.

𝐖𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐆𝐨𝐢𝐧𝐠 𝐢𝐭 𝐀𝐥𝐨𝐧𝐞 𝐂𝐨𝐬𝐭 𝐘𝐨𝐮?⁣⁣Managing your investments is one thing, but turning those savings into a sustainabl...
10/17/2026

𝐖𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐆𝐨𝐢𝐧𝐠 𝐢𝐭 𝐀𝐥𝐨𝐧𝐞 𝐂𝐨𝐬𝐭 𝐘𝐨𝐮?⁣
⁣
Managing your investments is one thing, but turning those savings into a sustainable retirement income requires a different approach. We discuss the potential pitfalls of planning for retirement on your own, including Social Security timing, tax-efficient withdrawals, and protecting a surviving spouse. We also explore how a comprehensive financial strategy and professional guidance can help retirees make more informed decisions, maximize their resources, and gain greater peace of mind.

Listen here: https://financially-tuned.s3.us-east-2.amazonaws.com/public/PeG7q6Xaj7yWabFitQrUOpl79wID3fefDbePi5bm.mp3

10/13/2026

Meet the Retirement Red Zone.

𝐌𝐨𝐯𝐞𝐬 𝐄𝐯𝐞𝐫𝐲 𝐑𝐞𝐭𝐢𝐫𝐞𝐞 𝐒𝐡𝐨𝐮𝐥𝐝 𝐌𝐚𝐤𝐞 𝐁𝐞𝐟𝐨𝐫𝐞 𝐭𝐡𝐞 𝐁𝐚𝐥𝐥 𝐃𝐫𝐨𝐩𝐬As the year-end deadline approaches, we walk through key moves reti...
10/10/2026

𝐌𝐨𝐯𝐞𝐬 𝐄𝐯𝐞𝐫𝐲 𝐑𝐞𝐭𝐢𝐫𝐞𝐞 𝐒𝐡𝐨𝐮𝐥𝐝 𝐌𝐚𝐤𝐞 𝐁𝐞𝐟𝐨𝐫𝐞 𝐭𝐡𝐞 𝐁𝐚𝐥𝐥 𝐃𝐫𝐨𝐩𝐬

As the year-end deadline approaches, we walk through key moves retirees should make now rather than waiting until December, including required minimum distributions and charitable giving strategies. We also explore how qualified charitable distributions can potentially reduce taxable income and affect Medicare premiums and Social Security taxation, along with when Roth conversions may make sense as part of a longer-term retirement and legacy strategy. The bottom line: don't let year-end deadlines sneak up on you—proactive planning can help avoid costly mistakes and make the most of your retirement strategy.

Listen now: https://financially-tuned.s3.us-east-2.amazonaws.com/public/hLXABHKODOUilTS8Xr7FmzLIS3iXecweDsDZfmqA.mp3

10/06/2026

Even if they saved the same amount.

𝐖𝐡𝐚𝐭 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐑𝐞𝐚𝐥𝐥𝐲 𝐋𝐞𝐚𝐯𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐊𝐢𝐝𝐬?The greatest wealth transfer in our nation's history has begun. You need to make s...
10/05/2026

𝐖𝐡𝐚𝐭 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐑𝐞𝐚𝐥𝐥𝐲 𝐋𝐞𝐚𝐯𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐊𝐢𝐝𝐬?

The greatest wealth transfer in our nation's history has begun. You need to make sure you are doing what's right for you and your family. We talk about major tax mistakes to avoid and strategies to help you and your family.

Check out this week's podcast to learn more:
https://financially-tuned.s3.us-east-2.amazonaws.com/public/nXOZYVPTzXFuSgvyeZEvVvmolGOCZogU6uFGFIxN.mp3

Freedom is one of our nation’s greatest blessings… one that has been protected through the courage and sacrifice of coun...
07/04/2026

Freedom is one of our nation’s greatest blessings… one that has been protected through the courage and sacrifice of countless men and women who came before us.

This Independence Day, as we celebrate our country’s 250th birthday, we pause to remember those who have served, honor those who continue to protect our freedoms, and celebrate the opportunities we are blessed to enjoy as Americans.

From all of us at CFG Wealth Management, we wish you and your family a safe and meaningful 4th of July.

Happy Independence Day! 🇺🇸

Plan Purposefully. Live Confidently. Leave a Legacy.

Address

1221 Merchant Way, Ste 201
Statesboro, GA
30458

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18772690839

Website

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