Our 2 Cents

We are back with another "merry" episode of Our 2 Cents! Steve and Gabriel share an update on the winter solstice, marking the countdown to the holidays. They then share retirement tips that will be sure to spread holiday cheer. Next, as part of our cooking series, they offer expert tips for crafting the perfect sandwich. Finally, they discuss why rebalancing your portfolio is key to your financial well-being. Listen in now using a link below!

1. Embracing the Winter Solstice:
   • On Saturday, December 21st, the winter solstice will mark the shift to colder weather, bringing with it the promise of longer days and a bit more sunlight.
       
2. Financial Facts to Boost Your Holiday Spirit:
   • Discover uplifting financial facts that provide a clearer understanding of the current financial landscape.
       
3. No More Sad Lunches!:
   • Learn the secrets to crafting the perfect sandwich—yes, the right ratios make all the difference!
       
4. Rebalancing Your Portfolio:
   • Dive into the concept of rebalancing your financial portfolio and discover how it can positively impact your long-term financial growth.

Welcome back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts share valuable financial insights tailored for the holiday season, which they refer to as “financial stocking stuffers.” Next, they discuss key updates on the S&P 500 and Google’s advancements in quantum computing. Finally, they examine the importance of time horizons and strategies for balancing risk in your financial portfolio. Listen in now using a link below!

1. What's in Your Financial Stocking?:
   • Uncover helpful financial tips that could be the perfect addition to your "financial stocking," helping you take meaningful steps toward a secure and confident retirement.
       
2. Gabriel's 'Quick Hits':
   • Discover what the 2025 S&P projection could mean for your financial plans and learn about the potential impact of Google's quantum chip.
       
3. Investing for a Defined Timeline:
   • Explore investment strategies across various time horizons to uncover financial solutions through risk-based opportunities.

After a short break, we return bringing you another great episode of Our 2 Cents! In today's episode, Steve and Gabriel explore the challenges of retiring earlier than planned and delve into the dynamics—and potential tensions—when spouses retire at different times. Plus, we tackle an intriguing and detailed listener question you won’t want to miss! Listen in now using a link below!

1. Retiring Unexpectedly?:
   • Explore recent research that underscores the importance of planning for early retirement and highlights potential challenges you may encounter along the way.
       
2. When Spouses Retire at Different Times:
   • Discover how sudden lifestyle changes that accompany retirement can reshape relationship roles and dynamics.
       
3. Listener Question:
   • "What is a mega backdoor Roth 401(k) contribution?" - SGL Client

We are back with another exciting episode of Our 2 Cents! In today's episode, Steve and Gabriel kick things off by answering some of our "Getting to Know Us" questions and explore the financial wisdom hidden in some classic game shows. Then, they unpack insights from David Blanchett, PhD, CFA, CFP®, on reporting differences between investors and financial professionals. Listen in now using a link below!

1. Getting to Know Steve and Gabriel:
   • Did your family ever pressure you to attend a certain school or pursue a certain career path?
   • What physical traits do you share with your relatives?
       
2. Financial Lessons from Game Shows:
   • We reveal the surprising financial insights we found in classic game shows—teaching lessons in strategy, risk, and reward beyond the bright lights!
       
3. The Insights You Didn’t Expect from Blanchett:
   • Through Blanchett's analysis, uncover surprising stats that highlight key disconnects between clients and financial pros.

Welcome back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts share the most recent updates on the Fed, market trends, and key post-election takeaways. Then, they dive into some more top-of-mind financial wishes and review the current landscape of Roth conversions. Listen in now using a link below!

1. Gabriel's 'Quick Hits':
   • Explore the potential market impact of the recent Fed rate cut and what key insights to keep in mind as Trump takes office.
     
     
2. More of Our Financial Advisors' Wishes:
   • We're adding more wishes to the financial pros' wishlist with some fresh perspectives and strategies for listeners.
     
     
3. It's Roth Conversions Season!:
   • Discover if a Roth conversion is still a smart move for your portfolio as we evaluate the trajectory of tax rates.

We are back with another great episode of Our 2 Cents! On today's episode, Steve and Gabriel share a quick update on the latest news and dive into the art of making the perfect scrambled eggs. Then, they explore some of the big wishes that are on our financial advisors' minds. Listen in now using a link below!

1. Mastering the Best Scrambled Eggs:
   • Learn multiple chefs' secrets to preparing the most fluffy scrambled eggs every time, so say goodbye to overcooked eggs and hello to breakfast perfection!
     
     
2. Financial Pros Wishes:
   • Discover our financial advisors' wishlist for savers and investors, designed to pave the way towards financial peace of mind.

Welcome to back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts give Magic 8 Ball responses to top financial questions a chance. Then, they discuss Goldman Sachs's stocks prediction for the decade. Listen in now using a link below!

1. Magic 8 Ball Financial Guidance:
   • In the spirit of Halloween, we're seeking financial advice from a Magic 8 Ball because sometimes, a little mystery leads us to smart decisions.
     
     
2. Are You Afraid of Sachs's Stocks Prediction?:
   • Discover whether stocks are heading toward a "lost decade" and learn what actions you can take to protect your investments.

Welcome to another fantastic episode of Our 2 Cents! On today's episode, Steve and Gabriel explore changes to some familiar financial opportunities and provide a broad overview of how presidential elections do or don’t impact financial markets. Then, they break down more financial wisdom from celebrities. Listen in now using a link below!

1. Gabriel's 'Quick Hits':
   • Learn how much the price of a Mega Millions lottery ticket is going up and what the 2025 Social Security COLA adjustment will be.
     
     
2. The Financial Impact of a Presidential Election:
   • In light of the upcoming election, uncover essential financial insights on U.S. presidential elections and market trends.
     
     
3. More Celebrity Financial Advice:
   • Explore more interesting celebrity quotes that we transform into thoughtful financial takeaways.

Welcome back to Our 2 Cents with Steve and Gabriel Lewit. On today's episode, the hosts discuss some memorable companies that have closed their doors throughout the years. Then, they break down some valuable financial wisdom from the most unlikely of sources. Listen in now using a link below!

1. Gone Out of Business:
   • Uncover which of your favorites companies have gone out of business and the reasons behind their downfall.
     
     
2. Celebrity Financial Advice:
   • Explore some insightful quotes from famous celebrities that we transform into thoughtful financial takeaways.

Steve and Gabriel are back with a new episode of Our 2 Cents where they discuss the impact of the Fed's interest rate cut on your financial outlook and address the key "what ifs" surrounding financial risk-taking. Then, they answer some insightful listener questions. Listen in now using a link below!

1. Fed Interest Rate Cut:
   • For the first time in 4 years, the Federal Reserve cut interest rates, marking a shift from their previous tightening, to help stimulate economic growth.
     
     
2. Financial Risk-Taking:
   • Understand investor perspectives on financial risk-taking and explore effective strategies to address potential concerns.
     
     
3. Listener Questions:
   • "I recently remarried, and we both lost our previous spouses to cancer in the last five years. We’re in our late 60s, each with three kids, and he has more assets than I do. How can we ensure his kids inherit his wealth while also securing my financial future if I outlive him?" - Linda
   • "My 64-year-old husband wants to work another decade, but I think we have enough for him to retire sooner. I'd prefer to travel more. Is it worth debating, or should I just let him keep working?" - Beth