Hosted by BestAdvicePodcastGuys · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
BestAdvicePodcastGuys hosts Best Advice Podcast Guys, a business show with 100 episodes published.
Aerospace and defense employees (Lockheed Martin, Northrop Grumman, and beyond): even the most analytical engineers make emotional money decisions when the market drops. Reacting to every scary headline can quietly cost
Lockheed Martin and aerospace employees: between your 401(k), ESPP, company stock, and aerospace ETFs, you may be far more concentrated in one industry than you ever chose to be. Mitch Allen, CFP® and Mike Allen CFP®, of
This episode explains why estate planning matters for everyone, not just the very wealthy, and reveals how common gaps—like missing revocable trusts, living wills, and POAs—can cause costly, emotional problems. Hosts dis
On this episode, Rob Lovaglio and Austin Jacks sit down with estate attorney Connect with Olivia Share McClanahan to walk through the essentials of wills, trusts, durable powers of attorney, health care surrogates, livin
In this episode, Rob Lovaglio and certified financial planner Austin Jacks discuss sequence of returns risk — how the timing of market gains and losses affects retirement outcomes. They explain with simple examples why s
This episode explains why life insurance alone isn't enough for trade business owners and contractors. Rob and Trevor discuss how a disabling injury can wipe out income and threaten a business within months. They outline
Lockheed Martin changed its executive bonus structure from 75% RSUs and 25% cash to 100% RSUs. That shift reduces liquidity, creates new tax-timing challenges, and increases concentration risk in company stock. This epis
In this episode of the BA Podcast Guys, host Robert Lovaglio sits down with Dan Laforest, Senior Financial Advisor at SFM, to discuss an important but often avoided topic: family conversations around estate planning, ret
In this episode, Rob Lovaglio and Dan LaForse discuss when to start planning for retirement, why age 50 is a pivotal milestone, and how small changes today can lead to big results later. They use everyday examples and an
This episode, join Financial Expert, Frank Lovaglio, Founder of SFM, and Estate Attorney, Regina Rabitaille, Partner of Nelson Mullin, who explains why estate planning is as much about protecting assets while you’re aliv
In this episode, Rob Lovaglio and Dave Allen of SFM break down the buzz around SpaceX and explain how investors can potentially own it before or after an IPO. They cover what SpaceX, Starlink, and XAI are, the rumored su
Navigating the 6-Month Retirement Countdown Feeling the "now what?" jitters as retirement approaches? In this episode, we sit down with the "A-Team" from Security Financial Management: Sylvia Williams (Certified Financia
Are annuities a scam? That's exactly what one of our listeners asked — and the answer might surprise you. In this episode of Best Advice Podcast Guys, host Rob Lovaglio sits down with certified financial planner Trevor B
In this episode Sylvia Williams and Rob discuss common mistakes people make when changing jobs—especially leaving behind multiple 401(k) accounts—and how consolidating those accounts and using an active, personalized inv
In this episode, Michael Allen of Security Financial Management breaks down practical tax-planning strategies for retirees and high-net-worth individuals. Topics include qualified charitable distributions (QCDs), donor-a
Trump Account: Turn $1,000 Into $200,000 for Your Child. In this episode of BA Podcast Guys, host Robert Lovaglio sits down with Michael Allen, CFP, Managing Partner at Security Financial Management, to discuss the conce
In this episode of the BA Podcast Guys, host Robert Lovaglio sits down with David Allen, CFP, Founder and Managing Partner of Security Financial Management, to discuss one of the most important yet often overlooked topic
If you recently had a liquidity event, inherited assets, or your network jumped overnight, this episode with Rob Lovaglio and CFP Trevor Bell explains how to shift from accumulation to preservation after an $8M windfall.
Investors often react to headlines and account swings instead of sticking to a plan. This episode explains why emotion leads to poor decisions and how structure, automation, and dollar-cost averaging help you stay on cou
The 3.8% Tax You Didn’t Plan For (What High Earners Need to Know) In this episode of BA Podcast Guys, host Robert Lovaglio sits down with certified financial planner Austen Jacks, CFP® to break down the 3.8% Net Investme
Michael Allen
former majoritiy staff director for the House Intelligence Committee & former senior director for the National Security Council during the George W. Bush era · US Court of Appeals for Veterans Claims
3 appearances on this show
Stephen Young
Chief Executive Officer · Action Network
1 appearance on this show
Bob Williams
Investment Advisor Representative · Security Financial Management
1 appearance on this show
David Allen
Best-Selling Author and Creator of the Getting Things Done (GTD) Methodology · Drug & Alcohol Solutions Australia
1 appearance on this show
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Best Advice Podcast Guys is hosted by BestAdvicePodcastGuys. The show is categorised under business (investing) and has published 100 episodes.
Best Advice Podcast Guys has published 100 episodes.
Best Advice Podcast Guys regularly covers business, investing, education. It sits in the business category, with a investing focus.
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