Best Advice Podcast Guys

In this episode of the Best Advice Podcast, join host Rob Lovaglio and the founders of Security Financial Management, Frank Lovaglio and Dave Allen, as they discuss how to stay calm and make informed financial decisions during volatile market periods. They share insights on setting up a portfolio that aligns with your personality and risk tolerance, the importance of staying invested, and why avoiding emotional moves in the market ...

Join host Rob Lovaglio and special guest Dan LaForest from Security Financial Management as they unravel the secret to accumulating significant wealth before hitting retirement age. In this episode, they explore the concept of 'opportunity risk' and emphasize the importance of starting early in the investment journey. Discover how one strategic financial decision can transform your financial future, especially for young people faci...

In this enlightening episode of the Best Advice Podcast, host Rob Lovaglio unravels the elusive answer to a question many of us ponder: How much money is enough to retire? With a focus on the 4% rule, Rob delves into the strategies behind sustainable retirement withdrawals, exploring how investments, social security, and part-time jobs can impact your financial future. Learn the importance of withdrawal rates, inflation adjustments...

In this episode of the Best Advice Podcast, hosts Rob and Frank Lovaglio share heartfelt Mother's Day memories while diving into innovative strategies for funding a college education. Discover the benefits of 529 plans, including the lesser-known five times gifting rule, and learn about making direct tuition payments to schools without gift tax limits. Explore the potential for unlimited gifts towards medical expenses, all under th...

In this episode of the Best Advice Podcast, hosts Rob Lovaglio and Austin Fatz-Jacks return from the Bahamas and dive into a discussion sparked by a question from Clark in Atlanta. The focus is on Warren Buffett and his enduring impact on the investment world. With news of Buffett's upcoming retirement after a legendary career at Berkshire Hathaway, the hosts share insights into his investment philosophy, highlighting how the compa...

In this enlightening episode of the Best Advice Podcast, hosts Rob Lovaglio and Michael Allen welcome Frank St. John, Chief Operating Officer of Lockheed Martin, to share his inspiring journey from a humble intern to a top executive at one of the world's leading aerospace and defense companies.

Frank delves into Lockheed Martin's commitment to innovation, exploring how the company integrates big data, cloud computing, and artificia...

In this episode, our hosts delve into the complexities of investing in a volatile market, offering valuable insights for managing risk and building a resilient investment portfolio. With rising tariffs and global uncertainties shaking investor confidence, the discussion focuses on understanding risk tolerance, the significance of sector rotation, and the importance of building a strong investment strategy before market storms hit. ...

Join host Rob Lovaglio and his co-hosts Mitchell Walk and Dan LaForest on this episode of the Best Advice Podcast as they delve into the chaotic world of market investing amid uncertainty fueled by global tariffs. The trio discusses the challenges investors face in navigating short-term and long-term investment strategies as markets swing wildly in response to international trade tensions.

Throughout the episode, they explore how r...

In this episode, Rob introduces a spin-off of the Best Advice Podcast with a sneak peek of Suzanne's Lifestyle Series. We delve into the unique challenges and considerations of going through a divorce at 50 and above. With increasing separation rates among older couples, understanding the financial implications is crucial. Suzanne discusses key strategies to manage your assets and liabilities effectively, ensuring financial stabili...

In this episode of the Best Advice Podcast, host Rob Lovaglio and certified financial planners Austin Fatz-Jacks and Mitchell Allen delve into the Dividend Reinvestment Plans (DRIPs) concept. Responding to a listener's question, they explore how DRIPs work, highlighting their potential as a robust strategy for wealth accumulation during your pre-retirement phase.

The discussion offers insights on leveraging dividends to reinvest in...

In this episode of the Best Advice Podcast, hosts Rob Lovaglio and Dan LaForest explore the complexities of financial planning amid market volatility. They discuss 'buying the dip,' a strategy for purchasing stocks when prices are low, and how it can benefit both pre-retirement and post-retirement portfolios. They also discuss the importance of strategic planning in navigating unpredictable markets and ensuring a stable future.

Rob...

Welcome to the Best Advice Podcast, where hosts Rob Lovaglio, Austin Fats, Jax, Frank Lovaglio, and Dave Allen dive into the nuances of financial management and living life to the fullest. This episode kicks off with a thought-provoking discussion about making the most of our limited time on Earth, highlighting how often people chase financial goals only to miss out on what truly matters.

The team explores the wisdom of work-life b...

In this episode of the Best Advice Podcast, hosts Rob Lovaglio, Austin Fats Jacks, and Mitchell Walk dive into the complexities of navigating volatile markets as an average day investor. With insights from historical market swings and expert advice, they discuss strategies for maintaining composure and making informed decisions during uncertain times. Learn about the importance of staying the course, potential tax implications of h...

In this episode of the Best Advice Podcast, host Rob Lovaglio discusses the importance of cybersecurity with Frank Lovaglio and Dave Allen from Security Financial Management. As financial threats continue to grow with the rapid expansion of AI, the team underscores the necessity of protecting personal data from cybercriminals.

The discussion includes strategies for safeguarding financial information, recognizing phishing scams, and...

In this captivating episode, join hosts Rob Lovaglio and Mitchell Walk as they sit down with Ross Greenberg, the legendary former HBO Sports President, to uncover his illustrious career. Renowned for producing iconic sports documentaries, Greenberg shares his remarkable journey, from his beginnings at HBO in 1978 to amassing 56 Emmy Awards. Dive into fascinating stories behind groundbreaking documentaries such as 'Miracle,' 'Hard K...

In this episode of the Best Device Podcast, hosted by Rob Lovaglio and featuring financial expert Suzanne M. Breitwieser-Stopa, RFC®. Delve into the growing phenomenon of gray divorce—where couples over 50 decide to part ways. With divorce rates doubling since the 1990s for women over 50 and tripling for those over 65, this discussion comes at a crucial time.

Suzanne offers invaluable advice on financial planning for those experien...

In this episode of the Best Advice Podcast, hosts Rob Lovaglio and Mitchell Walk from Security Financial Management unravel the complexities of international tariffs and their impact on the global economy. Discover insights on how tariffs affect major retailers like Walmart and Target, and the potential ripple effects across various markets.

Learn about the latest tariff announcements targeting China, Mexico, and Canada, and their ...

In today's episode of the Best Advice Podcast, Rob Lovaglio, Dave Allen, and Mitchell Wall share expert insights on personal finance, focusing on three essential numbers to track in 2025: expenses, savings rate, and net worth. They delve into the significance of managing fixed and discretionary expenses, maintaining healthy saving habits, and understanding net worth as a measure for retiring comfortably.

The hosts discuss common bu...