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
Welcome back to the Best Advice Podcast, brought to you by Security Financial Management. Join host Rob Lovaglio and co-hosts Austin Fats-Jacks, and Michael Allen as they dive into the latest updates in financial management and small business regulations.
This episode kicks off with a celebration of Michael Allen's recent recognition as one of the top 100 advisors managing over a billion dollars in assets. Following the celebration, the hosts tackle a pressing question from Austin in Orlando regarding the Corporate Transparency Act.
Michael Allen explains the new requirements for small businesses and LLCs to report their beneficial owners, highlighting the penalties for non-compliance. The discussion also covers the purpose of this regulation as a measure against money laundering, and offers practical advice for small business owners on how to comply with the new rules.
The episode wraps up with a reminder of the importance of working with reputable business attorneys and financial planners, underscoring the value of professional guidance in navigating complex regulations. Tune in for valuable insights and advice to help secure your financial future.
Wednesday Oct 23, 2024
Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors!
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
In this episode of the Best Advice Podcast, host Rob Lovaglio is joined by financial experts Frank Lovaglio, RFC®, David Allen, CFP®, Mitchell Walk, AAMSC® along with special guest Kara Murphy, CFA® Chief Investment Officer of Kestra Financial. Together, they break down the potential stock market impacts of the 2024 U.S. election, exploring how a win from either Donald Trump or Kamala Harris could affect key sectors. Kara shares her expert insights on the current market dynamics, touching on the influence of major players like NVIDIA and the critical role of maintaining a positive mindset amidst market fluctuations. She also emphasizes the U.S. economy’s resilience, explaining that its strength goes beyond individual leadership. In this thought-provoking discussion, the team delves into long-term investment opportunities, highlighting sectors like value stocks, international markets, and small-cap companies. Kara provides actionable advice on how investors can adjust their portfolios ahead of the election and prepare for the economic shifts leading into 2025. Don’t miss this essential episode for practical strategies and expert tips on building wealth during uncertain times! Subscribe for more expert insights and financial trends from top industry leaders.
Stay informed and follow Market in a Minute with Kara Murphy, Chief Investment Officer of Kestra Investment Management, for quick and insightful updates on the latest market trends and strategies!
https://www.kestrafinancial.com/newsroom/authors/kara-murphy
SFMadvisorgroup.com
Learn more about the SFM process at
https://www.sfmadvisorgroup.com/what-you-can-expect
Consultation with our award-winning team, visit:
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Wednesday Oct 16, 2024
Medicare Enrollment: Key Insights and Strategies
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
Welcome back to the Best Advice Podcast, hosted by Rob Lovaglio, alongside Dan LaFoorest and Trevor Bell. In this special episode, we dive into the intricacies of Medicare as the annual enrollment period kicks off. The team addresses a flurry of questions from listeners, offering guidance on selecting the right Medicare plan, understanding enrollment periods, and the impact of COVID-19 on medical costs.
We explore the differences between Original Medicare and Medicare Advantage plans, breaking down the concept of "pay now" versus "pay later" and how it influences your healthcare decisions. Our hosts emphasize the importance of evaluating your personal health needs, financial situation, and desired access to healthcare providers to make informed choices.
Additionally, the episode covers the significance of the annual notice of change and how rising costs and network changes can affect your current plan. Dan and Trevor provide expert advice on navigating these challenges and ensuring your plan still meets your needs. As always, they remind listeners that the secret to wealth is not what you earn, but what you keep.
For personalized guidance, listeners are encouraged to schedule a consultation with Dan or Trevor. Tune in for an insightful discussion that aims to simplify the complexities of Medicare and empower you to make the best decision for your health and financial future.
Wednesday Oct 09, 2024
Understanding Your 401k: Maximize Your Retirement Savings
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Welcome back to the Best Advice Podcast Guys, hosted by Rob Lovaglio, along with Mitch and Dave Allen. In today's episode, the team kicks off with some 🎉 Exciting news! Security Financial Management is in the running for Best Financial Planner of Winter Park for the 6th year in a row! Show your support and please vote at: vote.winterpark.org Having also won Best Financial Firm in Best of Orlando and Best Financial Firm in Central Florida, we’re proud to continue delivering top-notch financial advice. Join Rob Lovaglio in this informative video as he breaks down the basics of 401(k) plans! Featuring insights from financial advisors David and Mitch Allen, this guide covers everything you need to know about 401(k) accounts, including how they work, the benefits of contributing, and tips for maximizing your retirement savings. Whether you're new to investing or just looking to brush up on your knowledge, this video is your go-to resource for understanding how a 401(k) can help secure your financial future. Don't miss out on expert advice that can make a real difference in your retirement planning! If you'd like a consultation with our award-winning team, visit
https://www.sfmadvisorgroup.com/what-you-can-expect
Wednesday Oct 02, 2024
Most Common Mistakes for New Investors: Unlocking Brain Power
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
Today's episode is brought to you by Security Financial Management. Welcome back to the Best Advice Podcast! I'm your host, Rob Lovaglio, here with Austen "Fatz" Jacks. We're excited to kick things off with a segment called "Give Me Something Good."
In this episode, we share a simple yet powerful brain-strengthening technique: brushing your teeth with your non-dominant hand. This small change in your morning routine can help enhance focus, memory, and creativity by engaging the opposite hemisphere of your brain.
We also address a listener question from Bruce in Clearwater, who is looking to start investing at the age of 35. Fatz dives into a commonly overlooked mistake by new investors: carrying a credit card balance and the impact of high-interest rates. Learn why it's crucial to pay off your credit card debt monthly to avoid unnecessary interest payments.
Finally, we wrap up with a quick market update from Mitch, reporting from the SEI 2024 Summit in Scottsdale, Arizona. Mitch discusses the importance of diversification in asset allocation with Brian Huff, a certified financial analyst.
Remember, the secret to wealth is not what you earn; it's what you keep. Happy days, everyone!
Wednesday Sep 25, 2024
Tax Harvesting 101: Turn Losses into Future Gains!
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
Welcome back to the Best Advice Podcast! In today's episode, hosts Rob Lovaglio, Austin Fatz Jacks, and Frank Lovaglio dive into the science-backed benefits of self-reflection. Discover how looking within can enhance your life satisfaction and even improve sleep quality.
Rob presents a thought-provoking challenge: answering four key questions to gain clarity and peace. These questions help you evaluate your true desires, confront hidden emotions, and redefine success beyond money and status.
In the latter part of the episode, the team tackles a listener's question about reducing tax implications after selling a property for a profit. Learn about tax harvesting and how to offset gains with losses, plus the advantages of carrying forward losses to future years.
Join us for insightful discussions that blend personal growth with practical financial advice!
Wednesday Sep 18, 2024
529 College Savings Hacks: Funding Dreams Beyond (or Instead) of College
Wednesday Sep 18, 2024
Wednesday Sep 18, 2024
Join Rob Lovaglio, Frank Lovaglio and Austen Jacks in this informative video as they dive into the critical topic of what to do if your child decides not to attend college, despite having a paid 529 college savings plan. Frank and Austen will explore alternative options for utilizing those funds, including technical training or instead attending a higher end university.
They’ll also discuss the potential tax implications and strategies for making the most of your 529 plan if college isn’t in the cards. Whether you're a parent, guardian, or a beneficiary yourself, this video is packed with practical advice and insights to ensure you maximize your savings and make informed choices.
Tune in to discover how to pivot your educational investments and find the right path for your future!
Wednesday Sep 11, 2024
🎙️✨ Miss Universe Peru 2023. The Inspiring Journey of Camila Escribens ✨🎙️
Wednesday Sep 11, 2024
Wednesday Sep 11, 2024
Welcome back to the Best Advice Podcast! In this episode, hosts Rob Lovaglio and Austen Fatz Jacks sit down with a truly inspiring guest: Miss Universe Peru 2023. Camila Escribens shares her incredible journey from top-ranked athlete to beauty queen and the challenges she overcame along the way.
Camila opens up about her early dreams of representing Peru in sports, her battle with a life-threatening medical condition, and how she transitioned into the world of beauty pageants. She discusses the importance of mental health, the pressures of the pageant industry, and her philanthropic efforts with her nonprofit organization, AMA, which focuses on building sports fields and parks in impoverished areas of Peru.
Throughout the conversation, Camila emphasizes the value of never giving up, no matter the obstacles. She also touches on the differences between modeling and beauty pageants, the significance of confidence, and the support she received from her mentors. Tune in to hear Camila's story of resilience, determination, and her unwavering commitment to making a positive impact.
Today's episode is brought to you by Nobu Hotel Miami Beach, and Security Financial Management. Camila Escribens
Wednesday Sep 04, 2024
Navigating Interest Rate Changes: Best Advice Podcast Guys
Wednesday Sep 04, 2024
Wednesday Sep 04, 2024
Welcome back to the Best Advice Podcast Guys, brought to you by Security Financial Management! Join your hosts, Rob Lovaglio, Mitchell Walk, and Austin Jacks, as they delve into the latest financial trends and insights. In this episode, they discuss the potential impact of the Federal Reserve's upcoming decision on interest rates and what it means for the average consumer.
Starting with a motivational segment, "Give Me Something Good," the hosts share practical advice on self-discipline and habit formation inspired by Kobe Bryant. They emphasize the importance of committing to your goals without negotiating with yourself.
Next, they tackle a listener question from Ross in Minnesota about how to prepare for potential interest rate cuts. The discussion covers various aspects such as mortgages, credit card debt, and investment opportunities, offering valuable tips for both consumers and small business owners.
Tune in for expert insights on navigating these financial changes and making informed decisions to secure your financial future. Don't miss out on this episode, filled with actionable advice and strategies!
Remember, the secret to wealth is not what you earn; it's what you keep. Happy days, everybody!
Wednesday Aug 28, 2024
The Truth Behind the Stock Market’s Crash📉& Surge 📈!
Wednesday Aug 28, 2024
Wednesday Aug 28, 2024
Welcome back to another episode of the Best Advice Podcast! Your host, Rob Lovaglio, Dave Allen and Frank Lovaglio, dive into the power of productivity and how lists can skyrocket your efficiency by 500%. Learn about the technique of "single handling" to boost your daily accomplishments.
In this episode's "Give Me Something Good" segment, the team discusses making your bed every morning as a simple yet effective productivity hack.
Later, the podcast tackles a listener's question about the recent market fluctuations. Discover why the market took a hit, how it bounced back, and the significance of focusing on long-term gains over short-term volatility.
Join us for practical advice, engaging stories, and financial insights to help you confidently navigate your day and the market. Don't miss out on the free consultation offer for our listeners!
Stock market, recent crash, market recovery, rapid rebound, Fortune 5 CEO, financial insights, market surge, insider secrets, economic trends, investment strategy, market analysis, market volatility, financial markets, stock trading, Wall Street, economic forecast, market manipulation, trading tips, market predictions, market trends, financial news, market crash, economic recovery, market bounce-back, CEO interview, economic downturn, stock analysis, market fluctuation, investment opportunities, financial growth, wealth management, market correction, financial planning, stock surge, market insights, market dynamics, economic shifts, stock market trends, financial strategy, corporate finance, economic outlook, market strategy, stock performance, business news, market reversal, economic indicators, financial advice, stock market secrets, investment insights.
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.