Best Advice Podcast Guys

By BestAdvicePodcastGuys

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Category: Investing

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Episodes: 100

Description

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!

Episode Date
Aerospace Employees: The 401(k) Match Most Never Max Out
Jul 08, 2026
Aerospace Investors: The 3-Bucket Rule for Bad News.
Jul 01, 2026
Why Lockheed Martin (and Aerospace) Employees Are Quietly Over-Invested
Jun 24, 2026
86% Don't Have a Revocable Trust — Are You One of Them?
Jun 18, 2026
Don't Leave It to Chance: Estate Planning Essentials Everyone Needs
Jun 10, 2026
Sequence of Returns: How Timing Can Make or Break Your Retirement
Jun 03, 2026
Protect Your Income: Disability, Overhead Insurance & Succession Planning
May 20, 2026
Lockheed Martin's Bonus Overhaul: 100% RSUs — What You Must Know
May 13, 2026
Avoiding Regret: Start Estate Conversations Now
May 06, 2026
Why Age 50 Is the Critical Retirement Wake-Up Call
Apr 29, 2026
Fund the Trust—or Risk Probate: Estate Planning Mistakes Exposed
Apr 22, 2026
How to Own SpaceX: Pre-IPO Options Explained
Apr 15, 2026
Navigating the 6-Month Retirement Countdown
Apr 08, 2026
The Truth About Annuities: Variable, Fixed Index & RILAs Explained
Apr 01, 2026
Left Your 401(k) Behind? How to Reclaim and Supercharge It
Mar 25, 2026
Maximize Your Tax Savings: QCDs, Backdoor Roths & Donor Funds
Mar 18, 2026
How a $1,000 Seed Can Grow into a Lifetime Nest Egg
Mar 11, 2026
Leave the House, Not the Headache: Estate Tips to Avoid Family Wars
Mar 04, 2026
Protecting Your New Liquidity
Feb 25, 2026
Your Retirement: Build Habit, Not Hype
Feb 18, 2026
The Hidden 3.8% That Can Blindside Successful Earners
Feb 11, 2026
2026 Forecast: The Only Prediction That Matters — Investor Behavior
Feb 04, 2026
No 401(k)? Start Investing Today — Simple Steps
Jan 28, 2026
How Time Makes You Rich: The Simple Math Behind a $3M Retirement
Jan 21, 2026
Don't Let 'Do Nothing' Cost You: How Inflation Silently Erodes Wealth
Jan 14, 2026
Automate Your Budget: Pay Yourself First, Not Later
Jan 07, 2026
When the Market's Up, Risk Hides: Is Your Portfolio Too Aggressive?
Dec 31, 2025
You're Investing — But Still Behind: The Missing Steps Most Advisors Skip
Dec 31, 2025
How College Athletes Are Really Managing NIL Money (Joshua Raymond, FSU Football)
Dec 29, 2025
Target-Date vs Self-Managed Explained: Your 401(k)
Dec 17, 2025
How Sequence of Return Risk Can Ruin Retirement — And How to Stop It
Dec 10, 2025
Year-End Money Moves: Tax Loss Harvesting, RMDs & IRA Tips
Dec 03, 2025
2026 ACA Shock: 18% Rate Hikes and the Subsidy Cliff Revealed
Nov 26, 2025
When Gains Mask Risk: Do You Really Know Your Risk Tolerance?
Nov 19, 2025
Tax Alpha: Harvesting Losses with Direct Indexing
Nov 12, 2025
AI’s Market Moment: Hype, Risk, and Reality (feat. Kara Murphy, CIO of Kestra Financial)
Nov 05, 2025
Your 401(k)? Here's How It Really Works
Oct 29, 2025
Small Business Owners: Retirement Options for Employees — SEP vs SIMPLE vs 401(k)
Oct 22, 2025
Sole Proprietor? Unlock Hundreds of Thousands in Retirement Without Raising Your Salary
Oct 15, 2025
After the 401(k): The Real Playbook for Your Next Dollars
Oct 08, 2025
Turn Summer Cash into $1.3M: Roth IRA Strategy for Kids
Oct 01, 2025
Mega Backdoor Roth: Turn $7K into $70K Tax-Free
Sep 24, 2025
Backdoor Roth IRA: How High Earners Get Tax-Free Retirement
Sep 17, 2025
How the 'Step-Up' Saves Heirs Hundreds of Thousands
Sep 10, 2025
Fiduciary vs. Rep: Who’s Really Looking Out for Your Money?
Sep 03, 2025
Stocks vs. Houses: The Real Long-Term Winner
Aug 27, 2025
Inherited an IRA? Beware the SECURE Act’s 10-Year Tax Bomb
Aug 20, 2025
Little Bites of the Big Bill
Aug 13, 2025
Hidden Tax Secrets: How NUA Can Save You Thousands
Aug 06, 2025
"Maximize Your Giving: The Donor Advised Fund Advantage"
Jul 30, 2025
"Navigating Market Downturns: How the Wealthy Secure Their Retirement Income"
Jul 23, 2025
Unlocking the Trump Savings Account: A New Era for Children's Finances
Jul 16, 2025
How to Protect Your 4% Withdrawal Plan to Last a Lifetime
Jul 09, 2025
Navigating Required Minimum Distributions: Essential Tips for Retirees
Jul 02, 2025
Dr. Pat McGreevy's Mission: Children with Severe Disabilities
Jun 25, 2025
Strategies for Highly Appreciated Stocks: Safeguarding Your Investments
Jun 18, 2025
How to Build a Resilient Portfolio
Jun 11, 2025
Wealth & Retirement: Opportunity Risk
Jun 04, 2025
How Much Do You Really Need to Retire Comfortably?
May 28, 2025
Mastering Debt: Snowball vs. Avalanche Strategies
May 21, 2025
Surprising Ways to Gift College Funding
May 14, 2025
Unveiling Warren Buffett's Timeless Investment Wisdom
May 07, 2025
Frank St. John: Leading Innovation as Lockheed Martin COO
Apr 30, 2025
Investing in Turbulent Markets
Apr 23, 2025
Relationship of Market Volatility & Tariffs
Apr 16, 2025
Navigating Divorce After 50: Financial Insights and Strategies
Apr 09, 2025
Understanding DRIPs: Maximize Your Investments
Apr 02, 2025
Buying the Dip: Mastering Market Volatility
Mar 26, 2025
Unlocking the Secrets of Roth vs Traditional IRAs
Mar 19, 2025
Weathering Market Storms: Timeless Investment Strategies
Mar 12, 2025
Guarding Your Finances: Essential Cybersecurity Practices for 2025
Mar 05, 2025
56 Emmys! The Ross Greenberg Journey
Feb 26, 2025
Rising Phenomenon, GRAY DIVORCE: 3 Devastating Mistakes You Must Dodge!
Feb 12, 2025
Navigating Tariff Turbulence: Impact on Global Markets
Feb 05, 2025
"Track These 3 Key Numbers for Financial Freedom in 2025"
Jan 29, 2025
Navigating Tax Changes in 2025! Prepare Your Budget for the Expiry of the Tax Cuts and Jobs Act!
Jan 22, 2025
The Bitcoin Buzz: Balancing Risk and Reward
Jan 15, 2025
"Unlocking Financial Success in 2025: Expert Advice from Best Advice Podcast"
Jan 08, 2025
Financial Strategies Mindset & Tax Tips with the Best Advice Crew
Jan 01, 2025
From the Court: BJ Taylor's Journey
Dec 25, 2024
Business Tax Deductions: Maximize Your Profit By Minimizing Unnecessary Tax!
Dec 18, 2024
Is Gold Really Worth the Hype?
Dec 11, 2024
Lowering Taxable Income | Tax Bracket Management
Dec 04, 2024
10 Important Birthdays! Crucial to Transform Your Financial World
Nov 27, 2024
Unwrapping the Santa Claus Rally: Myths, Facts, and Holiday Cheer
Nov 20, 2024
The Power of Investing $5: The Financial Planning Process with SFM
Nov 13, 2024
Navigating Retirement: Prudent Withdrawal Strategies and Financial Flexibility
Nov 06, 2024
New Corporate Transparency Act: What Small Business Owners Need to Know
Oct 30, 2024
Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors!
Oct 23, 2024
Medicare Enrollment: Key Insights and Strategies
Oct 16, 2024
Understanding Your 401k: Maximize Your Retirement Savings
Oct 09, 2024
Most Common Mistakes for New Investors: Unlocking Brain Power
Oct 02, 2024
Tax Harvesting 101: Turn Losses into Future Gains!
Sep 25, 2024
529 College Savings Hacks: Funding Dreams Beyond (or Instead) of College
Sep 18, 2024
🎙️✨ Miss Universe Peru 2023. The Inspiring Journey of Camila Escribens ✨🎙️
Sep 11, 2024
Navigating Interest Rate Changes: Best Advice Podcast Guys
Sep 04, 2024
The Truth Behind the Stock Market’s Crash📉& Surge 📈!
Aug 28, 2024
Investing During Election Years?? Historic Market Returns and Strategies
Aug 21, 2024
Navigating Market Volatility: Insights and Strategies
Aug 14, 2024
Trump Sunset Laws in 2025: Preparing for Financial Changes in Capital Gains and Tax Rates
Aug 07, 2024