Best Advice Podcast Guys
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!
Episodes

4 days ago
4 days ago
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 impact on stock markets worldwide. As breaking news unfolds, we discuss the importance of remaining calm and not making knee-jerk reactions in response to market fluctuations.
Explore how tariffs act as a double-edged sword in international trade, potentially sparking tariff wars, and how companies adapt to these challenges. Tune in to better understand global trade dynamics and gain valuable advice on managing financial assets during uncertain times.

Wednesday Jan 29, 2025
"Track These 3 Key Numbers for Financial Freedom in 2025"
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
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 budgeting pitfalls people encounter, the importance of living within or even below one's means, and how simple changes can significantly impact financial freedom. They emphasize the crucial role of saving a percentage of one's income, the strategic use of credit cards, and the importance of living intentionally to secure a stable financial future.
Tune in to learn how incremental changes in managing these numbers can lead to a more secure and successful path to achieving financial freedom by 2025.

Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
In today’s episode of the Best Advice Podcast, hosts Rob Lovaglio and his dad, Frank Lovaglio, dive into meaningful discussions inspired by Martin Luther King Jr. Day. Reflecting on the power of surrounding yourself with supportive individuals who genuinely care, they share personal anecdotes and memorable quotes that underscore the value of true friendships.
The hosts pivot to the riveting world of sports, showcasing inspiring stories of athletes like Josh Allen and Michael Jordan, whose journeys are testaments to perseverance and self-belief.
In their financial advice segment, they address listener Bill's concerns about the looming expiration of the 2017 tax cuts and its implications on standard deductions and estate taxes. Engaging in a timely discussion, they offer potential strategies for adapting to these changes, emphasizing the importance of consulting with financial experts.
Tune in for an inspirational episode, insightful sports stories, and practical financial guidance.

Wednesday Jan 15, 2025
The Bitcoin Buzz: Balancing Risk and Reward
Wednesday Jan 15, 2025
Wednesday Jan 15, 2025
In this exciting episode of the Best Advice Podcast, your host, Rob Lovaglio, is joined by Austin Fatz Jacks and Mitchell Allen to dive into the vibrant intersection of sports and finance. Kicking things off, the team discusses the spirit-lifting victory of the Los Angeles Rams after their game was relocated due to wildfires, bringing hope to the city.
The podcast then shifts gears as a listener question from Beth in St. Augustine sparks an insightful discussion on the rise of Bitcoin. Our hosts explore how cryptocurrency, particularly Bitcoin, can be integrated into a diversified investment portfolio while highlighting the importance of cautious investment due to its volatile nature. The episode provides valuable strategies for incorporating Bitcoin responsibly, ensuring you balance the thrill of potential gains with the necessity of preserving wealth.
Join the conversation as the banter flows seamlessly between the latest football highlights and sound financial advice, embodying the essence of building and maintaining wealth. As always, remember the core principle: it's not just about what you earn, but what you keep. Enjoy and learn from this blend of entertainment and expert guidance!

Wednesday Jan 08, 2025
"Unlocking Financial Success in 2025: Expert Advice from Best Advice Podcast"
Wednesday Jan 08, 2025
Wednesday Jan 08, 2025
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!

Wednesday Jan 01, 2025
Financial Strategies Mindset & Tax Tips with the Best Advice Crew
Wednesday Jan 01, 2025
Wednesday Jan 01, 2025
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.

Wednesday Dec 25, 2024
From the Court: BJ Taylor's Journey
Wednesday Dec 25, 2024
Wednesday Dec 25, 2024
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.

Tuesday Dec 17, 2024
Business Tax Deductions: Maximize Your Profit By Minimizing Unnecessary Tax!
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
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.

Tuesday Dec 10, 2024
Is Gold Really Worth the Hype?
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
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.

Wednesday Dec 04, 2024
Lowering Taxable Income | Tax Bracket Management
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
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!
Learn more about our host and the team at Security Financial Management!
www.SFMadvisorgroup.com
securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.