Best Advice Podcast Guys

Join Rob Lovaglio and financial experts Frank Lovaglio and Dave Allen on the latest episode of the Best Advice Podcast, where they discuss strategies for starting the new year off right. Whether you're looking at rebalancing your portfolio or exploring fresh investment ideas, this episode is packed with insights to help you plan for 2025 with confidence.
The episode kicks off with a light-hearted discussion about sports, leading into a unique anxiety-reducing technique known as the Vision Quest Method. Rob, Frank, and Dave engage their audience with this intriguing practice, aimed at enhancing your mental calmness as you prepare to make important financial decisions.
Listener Marvin from Thornton Park prompts an enlightening conversation about the importance of reviewing your investment portfolio and understanding risk tolerance. The hosts share valuable tips on assessing your financial situation, adjusting your strategies, and aligning your investments with your life changes.
Concluding with an accessible takeaway, this episode emphasizes the significance of financial planning and encourages listeners to keep a close eye on their portfolios. Tune in for expert advice on turning this year's financial challenges into opportunities for growth!

Welcome to this episode of the Best Advice Podcast Guys, where hosts Rob Lovaglio, Frank Lovaglio, Dave Allen, and Mitchell Walk dive into the art of positive thinking and effective financial planning. In a world full of uncertainties, understanding what you can control is key to maintaining happiness and reducing stress. Explore practical advice on controlling your reactions and setting the right expectations.
This episode also tackles proactive tax strategies, shedding light on how to take charge rather than merely reacting to tax season challenges. Listeners are introduced to beneficial practices such as contributing to various retirement plans and the advantages of Roth 401(k) conversions. With valuable tips on maximizing contributions and understanding the tax implications for retirement funds, this discussion serves as a vital resource as tax season approaches.
Additionally, the podcast covers upcoming tax law changes, estate planning, and advanced financial strategies like bonus depreciation and qualified charitable distributions. Tune in for a comprehensive look at safeguarding your future wealth and optimizing your financial well-being.

Welcome to a captivating episode of the Best Advice Podcast Guys, where financial wisdom merges with inspirational stories. This week, we're joined by the legendary UCF basketball star, BJ Taylor, as he takes us through his incredible journey from being a high school prodigy to a prominent figure in college basketball.
BJ shares his insights on the challenges and triumphs he faced on and off the court. We dive into his transition from playing with the Orlando Magic organization to pursuing new opportunities, including becoming one of the youngest analysts for ESPN. Gain valuable perspectives on believing in yourself, handling adversity, and the crucial role of family support in his journey.
Our financial experts provide key market insights for the upcoming year, discussing the impact of interest rates, the importance of patience in investment, and strategies for building long-term wealth. Discover how the election year and global events might influence financial markets.
Tune in for a dynamic exploration of personal growth, financial strategies, and the inspiring advice that has fueled BJ Taylor's success both on the court and beyond.

Welcome back to the Best Advice Podcast! In this episode, host Rob Lovaglio is joined by Mitchell Allen and first-time guest Daniel Corson, an advisor at Security Financial Management, to tackle the subtle art of managing ego for personal growth.
The team dives deep into practical advice on business tax deductions, especially useful for new business owners. From vehicle deductions to home office expenses, marketing strategies, and even hiring family—all are discussed in detail to help you manage your business finances smartly. Daniel and Mitchell share insightful tips that aim to maximize your profit by minimizing unnecessary tax burdens.
Don't miss this episode if you're looking to keep more of what you earn and take informed steps toward financial freedom. Engage with us by emailing your questions or feedback, and let us guide you on the path to business success.

Join us in this episode of the Best Advice Podcast as Rob Lovaglio, along with Mitchell Walk and Keith Moore, dive into the world of gold investments. From personal anecdotes to in-depth analysis, we explore whether gold is truly a safe haven or just a glittering illusion. Why do people turn to gold in uncertain times, and how does it stack up against stocks over the long term?
Our hosts share valuable insights on the hidden costs and taxes associated with investing in gold, contrasting it with the more practical investment in stocks. Find out if gold’s allure is based more on emotional appeal than financial prudence and why understanding market trends is crucial before making any investment decision.
Tune in as we unpack the myths, provide the facts, and help you make informed decisions in your financial journey. Whether you're a seasoned investor or new to the game, there's something for everyone in today's discussion.

In this engaging episode of the Best Advice Podcast, hosts Rob Lovaglio and Austin Fatz Jacks are joined by Keith Moore, partner and COO of Security Financial Management, for an insightful discussion on tax bracket management. Discover how a strategic 401k contribution can lower your taxable income while boosting your retirement savings.
Listen as the team answers a listener's question about handling year-end bonuses to avoid higher tax brackets and explore the benefits of "double-dipping" for tax savings and long-term wealth growth. Learn practical advice for managing your finances and better understand how wealthy individuals optimize their tax strategies.
Don't miss out on expert tips to maximize your financial well-being and secure your future with effective tax reduction methods. Tune in now for invaluable insights and take control of your financial destiny!

Welcome back to another exciting episode of the Best Advice Podcast, where hosts Rob Lovaglio, Austin Fatz Jacks, and Mitchell Walk dive into the holiday spirit of Thanksgiving. In this special episode, they share what they’re thankful for, which includes family, health, and culinary talents.
The discussion then transitions into crucial financial and health milestones associated with aging. As listeners embark on the journey toward their 40s and beyond, the hosts break down 'important birthdays' that can significantly impact financial planning and benefits. Topics include IRS catch-up contributions starting at age 50, accessing retirement funds penalty-free at age 59½, Medicare benefits at age 65, and much more.
Stay informed with insights from Security Financial Management experts and discover how to make the most out of these pivotal moments to ensure financial security and peace of mind. Whether you’re curious about the perks of being a great cook during the holidays or managing your retirement plan efficiently, this episode is packed with valuable information.

In this festive episode of the Best Advice Podcast, join hosts Rob LaVaglio, Frank LaVaglio, and Mitchell Walk as they dive into the holiday spirit and discuss the much-talked-about Santa Claus Rally. As the holiday season approaches, the hosts share their love for Thanksgiving and the joy of family gatherings, while also exploring the intriguing concept of a sustained increase in the stock market during the Christmas period.The episode kicks off with a celebration of Security Financial Management's sixth consecutive year being voted Best Financial Planning in Winter Park, Florida, highlighting the importance of teamwork and client trust.Listeners are treated to a detailed explanation of the Santa Claus Rally, with insights into its origins, potential causes, and historical performance. Discover how consumer spending, holiday bonuses, and institutional investments may contribute to this seasonal market phenomenon. The hosts also provide a historical perspective on stock market performance, emphasizing the potential for a strong fourth quarter.Tune in for an engaging discussion filled with holiday cheer and valuable financial insights, perfect for both seasoned investors and those new to the world of finance. Remember, the secret to wealth is not just what you earn, but what you keep. Happy holidays and happy investing!

In this insightful episode of the Best Advice Podcast, host Rob Lovaglio is joined by the dynamic father-son duo, Dave and Mitchell Allen, to dive into the fundamentals of financial planning. Sponsored by Security Financial Management, the discussion centers around the transformative power of consistent saving and investing, even with as little as $5 a day. The team explores the concept of compound interest, famously dubbed the "eighth wonder of the world" by Albert Einstein, and how it can significantly impact your financial future.
Listeners are encouraged to consider the potential of redirecting small daily expenses towards investments in an S&P 500 fund, demonstrating how these modest contributions can accumulate to substantial wealth by retirement age. The episode also features a question from Bill in Gainesville, seeking advice on starting a financial plan with SFM, prompting an in-depth discussion on the importance of personalized financial planning tailored to individual goals and circumstances.
With a blend of practical advice and engaging anecdotes, this episode offers valuable insights into how early and consistent financial planning can pave the way for a secure and prosperous future. Tune in to learn more about the significance of starting your financial journey today, and take advantage of a no-cost consultation offered to listeners.

In this episode of the Best Advice Podcast, hosts Rob Lovaglio, Frank Lovaglio, and Austen Jacks dive deep into the topic of retirement planning, focusing on the often-debated "4% rule" for safe withdrawals. Frank shares his four decades of experience to provide insight into how much you can safely withdraw from your retirement savings, while Austin emphasizes the importance of flexibility and strategic planning. The conversation also touches on tax considerations, with a timely reminder about potential changes in capital gains taxes in 2025, especially if you're considering selling highly appreciated assets. Plus, the team discusses the power of positive thinking with a thought-provoking quote: "The magic you're looking for is in the work you're avoiding." Whether you're getting ready for retirement or just starting to plan, this episode is packed with actionable tips to help you make smart financial decisions. Tune in for practical advice on securing your financial future!
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