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In this episode of the Best Advice Podcast, host Rob Lovaglio and managing partner Michael Allen explore how to protect retirement income during market crashes by using strategies employed by the wealthy. They discuss the bucket strategy, a method that nearly 90% of retirees use for a stress-free approach to market downturns.

Michael shares his weekend adventure on a Missouri farm, where he helped manage cattle with his brother-in-...

In this episode of the Best Advice Podcast, hosts Rob Lovaglio and Sylvia Lenaris-Williams delve into the newly announced Trump savings account, a groundbreaking initiative providing every child born in the U.S. with a $1,000 government-funded investment. Discover how this plan, combined with family contributions and compound interest, has the potential to impact your child's financial future significantly.

The episode provides a d...

In this episode of the Best Advice Podcast, host Rob Lovaglio and Senior Advisor Steven Young explore the complexities of retirement planning.

They discuss the potential pitfalls of relying on the traditional 4% withdrawal rule when not working with a professional team, as well as the impact of market downturns.

With a focus on healthcare inflation and sequence of returns risk, the episode offers insight into strategically navigati...

Welcome to the latest episode of Best Advice Podcast, brought to you by Security Financial Management. Hosted by Rob Lovaglio and featuring insights from Mitchell Walk.

This episode dives into the intricacies of Required Minimum Distributions (RMDs) and how they impact retirees. At age 73, retirees need to start withdrawing from their tax-deferred IRAs, but what if you don't need the money yet?

Explore strategic options, such as ch...

In this episode of the Best Advice Podcast, host Rob Lovaglio welcomes Dr. Pat McGreevy, a pioneering figure in applied behavior analysis and special education. Dr. Pat shares his inspirational journey from being a public school teacher for children with severe disabilities in the 1960s to creating a revolutionary curriculum, Essential for Living. Starting as a teacher determined to find better educational methods for children with...

In this eye-opening episode of Best Advice Podcast, hosts Rob Lovaglio, Dave Allen, and Mitch Allen, from Security Financial Management, dive deep into advanced strategies for managing highly appreciated stocks. Learn how to safeguard your stock positions with options like collars, enhance your income through covered calls, and explore the benefits of direct indexing. Tune in to gain insights that could protect your investments and...

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...