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. 4d ago

    Passing the Keys: How Intra‑Family Loans Can Build Generational Wealth

    Intrafamily Loans: The Smart Way to Help Your Child Buy a Home How can families help the next generation buy a home while building lasting wealth? Host Robert Lovaglio sits down with Frank Lovaglio, RFC, Founder and Managing Partner of Security Financial Management, to discuss intrafamily loans, gifting strategies, homeownership, and generational wealth planning. Frank explains how a properly structured family loan may help parents support a child’s home purchase, potentially reduce borrowing costs, and keep wealth working within the family. They also discuss documentation, interest rates, annual gifting limits, and why planning early matters. This episode is for educational and entertainment purposes only and is not personal financial, legal, or tax advice. Consult a qualified professional before making financial decisions. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Timestamps: 00:00 – Creating Generational Wealth 00:08 – Introduction to the Topic 01:01 – Baby Boomer Financial Advantages 02:20 – Housing Costs and Income Gap 03:17 – Passing Wealth Through Homeownership 04:00 – Understanding Intrafamily Loans 04:31 – Proper Loan Documentation 05:16 – Loan Rates and Terms 06:44 – Annual Tax-Free Family Gifts 07:21 – Building Wealth for Future Generations ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 📈 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 #stockmarket #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  2. Sep 2

    Beat the Golden Handcuffs: Retire Early, Live Fully

    Retired Lockheed director Mark Hatter, shares his journey from a demanding aerospace career to a vibrant retirement focused on health, photography and travel. He explains how careful financial planning, prioritizing work-life balance, and choosing to leave before 60 gave him years of active, fulfilling life. Mark describes mentoring at Lockheed, the challenges of supply chain and program obsolescence, and the importance of saving early. He also discusses his second career teaching underwater photography, donating his artwork to charity, and urges employees to cultivate passions and plan so retirement becomes a new chapter, not an empty void. 📈 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 #lockheedmartin #investingtips #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  3. Aug 26

    When Should Lockheed Martin/Aerospace Employees Retire? 55, 60, or 65 — Which Wins?

    Should Aerospace Employees Retire at 55, 60 or 65—and what could those extra working years mean for you? On BA Podcast Guys, host Rob sits down with senior advisors Steve Young and Michael Allen, CFP, to discuss the choices behind that decision. They cover early retirement, healthcare costs before Medicare, retirement savings, taxes, Social Security and pension considerations. Beyond the numbers, they ask something worth thinking about: what do you actually want your days to look like when work becomes optional? Whether you’re counting down or exploring your options, join this honest conversation about retirement planning for Lockheed Martin/Aerospace  employees. What age are you aiming for? Tell us below and subscribe for more conversations. Timestamps: 00:00 Choosing your retirement age 00:26 Retiring at 55: goals, expenses and lifestyle 02:18 Healthcare costs, taxes and access to savings 03:30 Building a flexible retirement plan 04:46 Retiring at 60: what five more years can change 05:59 Second careers and starting a business 07:11 Retiring at 65: Medicare and consulting 08:00 Social Security and pension choices 08:48 Is there a perfect retirement age? 10:25 Closing thoughts and disclaimer 📈 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 #lockheedmartin #investingtips #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  4. Aug 19

    From Engineer to Retiree: Stages, Medicare, and Social Security for Lockheed Employees

    This episode walks aerospace employees through a simple, stage-based retirement checklist, divided into ages 55–59, 60–64, and 65+. Rob sits down with senior advisor Steve Young, and Mitchell Allen CFP®, explain how to coordinate pension elections, salaried savings plan decisions, Social Security timing, Medicare enrollment (including coordination with VIA), and other benefits that run on different timelines. They cover practical steps for designing and stress-testing income strategies, when to request retirement packages, handling unused PTO, and executing the plan so you can retire with confidence. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎧 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 #stockmarket #wealthbuilding #financialfreedom #moneymatters #tradingstrategies #economicnews #financialplanning #securityfinancialmanagement

  5. Aug 12

    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

  6. 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

  7. 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 ——

  8. 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

See All (100)

5
out of 5
11 Ratings

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