Best Advice Podcast Guys

BestAdvicePodcastGuys
  • 5.0 (11)
  • Investing
  • Updated Weekly

Welcome to the BestAdvicePodcastGuys, 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 BestAdvicePodcastGuys – where expertise meets inspiration!

  1. 6d ago

    Master Your Trade: 5 Nuggets

    Advisors Michael Allen and Stephen Young share memorable advice from a retired Lockheed VP. Join Best Advice Podcast Guys as we break down practical tips on productivity, planning, and mastering your trade to increase effectiveness in work and investing. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast... 🔹 Spotify: https://open.spotify.com/show/2xscesU... 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinanc... 🔔 Subscribe for More Expert Insights:    / @bapodrob   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Related Phrases: Financial advice from industry experts, smart investing strategies for beginners, market updates and economic insights, how to grow wealth and manage money, the best financial podcast for investors, breaking down stock market trends, expert tips for financial freedom, understanding taxes tariffs and trade policies, wealth-building secrets from financial advisors, how to protect your investments in a volatile market Related Hashtags: #financepodcast #investingtips #marketnews #401k #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  2. Aug 5

    When Retirement Goes Off Script: Hidden Risks That Can Sink Your Plan

    This episode uncovers the non-market dangers that can quietly derail retirement plans—longevity, inflation, healthcare and long-term care costs, insurance gaps, estate mistakes, and behavior-driven decisions—highlighted for Lockheed and aerospace employees. Senior advisors Michael Allen,CFP® and Steve Young explain sequence-of-returns risk, beneficiary and estate planning, liability and umbrella coverage, and the need to protect income with disability insurance. They stress stress-testing plans, pre-planned behavior during market swings, and practical steps to keep your retirement resilient so you don’t outlive your savings. 📈 Welcome to Best Advice Podcast Guys! We bring you expert financial advice, success stories, and insights from top industry leaders. Hosted by Rob Lovaglio and a panel of experienced financial professionals—including Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMS®, Austen Jacks, CFP®, and Mitch Allen, CFP®—we break down the strategies that drive wealth, success, and financial freedom. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast... 🔹 Spotify: https://open.spotify.com/show/2xscesU... 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinanc... 🔔 Subscribe for More Expert Insights:    / @bapodrob   ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Related Phrases: Financial advice from industry experts, smart investing strategies for beginners, market updates and economic insights, how to grow wealth and manage money, the best financial podcast for investors, breaking down stock market trends, expert tips for financial freedom, understanding taxes tariffs and trade policies, wealth-building secrets from financial advisors, how to protect your investments in a volatile market Related Hashtags: #financepodcast #investingtips #marketnews #401k #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  3. Jul 29

    Financial Mistakes Young Professionals Should Avoid

    The Biggest Financial Mistakes Young Professionals Should Avoid Starting your financial journey early can make a real difference—but knowing where to begin isn’t always easy. In this episode of BA Podcast Guys, Rob sits down with Senior Advisors Mitch Allen, CFP®, and Steve Young to share practical financial planning advice for young professionals. They discuss how to maximize workplace benefits, employer 401(k) matching and Health Savings Accounts while protecting your income through appropriate insurance. The conversation also explores estate planning, marriage, divorce, managing old retirement accounts and building a tax-efficient strategy for the future. Whether you’re receiving your first paycheck or preparing to accelerate your retirement savings, this episode offers straightforward guidance to help you organize your finances and move forward with confidence. Subscribe to BA Podcast Guys for more honest, practical conversations about money and your financial future. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Timestamps: 00:00 – Taking Advantage of Great Benefits 00:09 – Welcome to Best Advice Podcast 00:22 – Financial Planning for Young Professionals 01:20 – Protecting Income and Future Earnings 02:06 – Advice for New Lockheed Employees 03:05 – Marriage as a Planning Event 04:10 – Financial Planning After Divorce 04:51 – Turbocharging Savings Before Retirement 06:03 – Start Early and Simplify Accounts 07:04 – Final Advice and Closing ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📈 Welcome to Best Advice Podcast Guys! We bring you expert financial advice, success stories, and insights from top industry leaders. Hosted by Rob Lovaglio and a panel of experienced financial professionals—including Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMS®, Austen Jacks, CFP®, and Mitch Allen, CFP®—we break down the strategies that drive wealth, success, and financial freedom. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📅 Want to build your own plan? Talk to Mitch & Steve  →https://connect.securityfinancialmanagementinc.com/widget/bookings/discoverycallsecurityfinancialmanagementgcfad4 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/   📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinanc...   🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast... 🔹 Spotify: https://open.spotify.com/show/2xscesU... 🔹 All Platforms: https://bestadvicepodcastguys.com 🔔 Subscribe for More Expert Insights:    / @bapodrob     ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Related Phrases Financial advice from industry experts, smart investing strategies for beginners, market updates and economic insights, how to grow wealth and manage money, the best financial podcast for investors, breaking down stock market trends, expert tips for financial freedom, understanding taxes tariffs and trade policies, wealth-building secrets from financial advisors, how to protect your investments in a volatile market   Related Hashtags #financepodcast #investingtips ##financialplanning #personalfinance #wealthmanagement #retirementplanning #investing #money #finance #podcast #moneymatters #securityfinancialmanagement ——

  4. Jul 22

    Estate Planning for Aerospace Employees: Why Your Professionals Must Talk

    A CPA, estate-planning attorney, insurance professional, and financial advisor may all be working for you—but are they actually talking to one another? In this episode, Michael Allen, CFP®, and Mitchell Allen, CFP®, explain why professional coordination is critical for aerospace employees and their families. Using real client examples, they show what can happen when financial professionals fail to communicate—and how proper coordination can connect your: • Estate plan and trusts • Beneficiaries and life insurance • Pension and Social Security • Taxes and investment accounts • RSUs and company benefits • Family and professional team For Lockheed Martin and other aerospace employees, having multiple specialists is not enough. They must understand the complete financial picture and work together before a major life event occurs. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📈 Welcome to Best Advice Podcast Guys! We bring you expert financial advice, success stories, and insights from top industry leaders. Hosted by Rob Lovaglio and a panel of experienced financial professionals—including Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMS®, Austen Jacks, CFP®, and Mitch Allen, CFP®—we break down the strategies that drive wealth, success, and financial freedom. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/best-advice-podcast-guys/id1729063229 🔹 Spotify: https://open.spotify.com/show/2xscesUNvtNlWnhMIUbK2r 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinancialManagement 🔔 Subscribe for More Expert Insights: https://www.youtube.com/@bapodrob #AerospaceEmployees #EstatePlanning #FinancialPlanning #LockheedMartin #RetirementPlanning

  5. Jul 15

    12 Retirement Mistakes Aerospace Employees Keep Making | CFP® Pros Break Them Down

    Certified Financial Planners® Michael Allen and Mitchell Allen walk through 12 common retirement challenges faced by Lockheed Martin and aerospace employees, including too many choices, overreliance on company stock, tax surprises, Social Security timing, healthcare costs, asset allocation, withdrawal strategies, and estate planning. The episode delivers concise, practical advice and actionable steps to simplify decisions, protect savings, coordinate benefits, and build a tax-efficient, long-term retirement strategy so listeners can retire with clarity and confidence. 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/best-advice-podcast-guys/id1729063229 🔹 Spotify: https://open.spotify.com/show/2xscesUNvtNlWnhMIUbK2r 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinancialManagement 🔔 Subscribe for More Expert Insights: https://www.youtube.com/@BApodRob ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖

  6. Jul 8

    Aerospace Employees: The 401(k) Match Most Never Max Out

    Aerospace Employees (Lockheed Martin): You may be leaving 10% free money on the table. Between automatic 6% contribution and the 50% match on your first 8%, the salary savings plan pays you to show up — and most employees never max it. Mike Allen, CFP® and Mitch Allen, CFP® of Security Financial Management break down the 6% + 4% math, why your emergency fund comes first, the Roth "tax insurance" move, RSU over-concentration, and the acronyms (NQSSP, SSP, DMICP, NUA) that actually matter. 📌 Schedule a consultation with our award-winning team: https://go.oncehub.com/SecurityFinancialManagement #LockheedMartin #401k #Retirement #AerospaceCareers #BestAdvicePodcast ➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/best-advice-podcast-guys/id1729063229 🔹 Spotify: https://open.spotify.com/show/2xscesUNvtNlWnhMIUbK2r 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 🔔 Subscribe for more expert insights: www.sfmadvisorgroup.com

  7. Jul 1

    Aerospace Investors: The 3-Bucket Rule for Bad News.

    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 you your retirement. Steven Young, and Mitch Allen, CFP®, of Security Financial Management work with 50+ Lockheed Martin households. They break down which market headlines actually matter (and which don't), the simple 3-bucket system they use to decide when to act, and why staying invested almost always beats reacting. ■ Schedule a consultation with our award-winning team: https://go.oncehub.com/SecurityFinanc.. ■■■■■■■■■■■■ ■ Listen & Subscribe: ■ Apple Podcasts: https://podcasts.apple.com/us/podcast.. ■ Spotify: https: //open.spotify.com/show/2xscesU.. ■ All Platforms: https://bestadvicepodcastguys.com ■■■■■■■■■■■■ ■ Get Personalized Financial Guidance: ■ Learn about the SFM process: https://www.sfmadvisorgroup.com/ ■ Subscribe for more expert insights: / @bapodrob ■■■■■■■■■■■■ Related Phrases Financial advice from industry experts, smart investing strategies for beginners, market updates and economic insights, how to grow wealth and manage money, the best financial podcast for investors, breaking down stock market trends, expert tips for financial freedom, understanding taxes tariffs and trade policies, wealth-building secrets from financial advisors, how to protect your investments in a volatile market Related Hashtags #financepodcast #investingtips #marketnews #stockmarket #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement #AerospaceCareers #DefenseIndustry #401k #Retirement #BestAdvicePodcast

  8. Jun 24

    Why Lockheed Martin (and Aerospace) Employees Are Quietly Over-Invested

    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 Security Financial Management work with 50+ Lockheed Martin households. They break down where and when SpaceX and aerospace names actually fit — and how to keep your upside without betting your retirement on a single industry. Educational only — not personal investment advice. Not affiliated with or endorsed by Lockheed Martin or SpaceX.    📌 Schedule a consultation with our award-winning team: https://go.oncehub.com/SecurityFinanc...   #AerospaceCareers #DefenseIndustry #401k #Retirement #BestAdvicePodcast ➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast... 🔹 Spotify: https://open.spotify.com/show/2xscesU... 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 🔔 Subscribe for more expert insights: / @bapodrob ➖➖➖➖➖➖➖➖➖➖➖➖

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About

Welcome to the BestAdvicePodcastGuys, 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 BestAdvicePodcastGuys – where expertise meets inspiration!

Information

  • Creator
    BestAdvicePodcastGuys
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2026 All Rights Reserved
  • Show Website
    Best Advice Podcast Guys