All Episodes
Best Advice Podcast Guys — 118 episodes
Passing the Keys: How Intra‑Family Loans Can Build Generational Wealth
Beat the Golden Handcuffs: Retire Early, Live Fully
When Should Lockheed Martin/Aerospace Employees Retire? 55, 60, or 65 — Which Wins?
From Engineer to Retiree: Stages, Medicare, and Social Security for Lockheed Employees
Master Your Trade: 5 Nuggets
When Retirement Goes Off Script: Hidden Risks That Can Sink Your Plan
Financial Mistakes Young Professionals Should Avoid
Estate Planning for Aerospace Employees: Why Your Professionals Must Talk
12 Retirement Mistakes Aerospace Employees Keep Making | CFP® Pros Break Them Down
Aerospace Employees: The 401(k) Match Most Never Max Out
Aerospace Investors: The 3-Bucket Rule for Bad News.
Why Lockheed Martin (and Aerospace) Employees Are Quietly Over-Invested
86% Don't Have a Revocable Trust — Are You One of Them?
Don't Leave It to Chance: Estate Planning Essentials Everyone Needs
Sequence of Returns: How Timing Can Make or Break Your Retirement
Protect Your Income: Disability, Overhead Insurance & Succession Planning
Lockheed Martin's Bonus Overhaul: 100% RSUs — What You Must Know
Avoiding Regret: Start Estate Conversations Now
Why Age 50 Is the Critical Retirement Wake-Up Call
Fund the Trust—or Risk Probate: Estate Planning Mistakes Exposed
How to Own SpaceX: Pre-IPO Options Explained
Navigating the 6-Month Retirement Countdown
The Truth About Annuities: Variable, Fixed Index & RILAs Explained
Left Your 401(k) Behind? How to Reclaim and Supercharge It
Maximize Your Tax Savings: QCDs, Backdoor Roths & Donor Funds
How a $1,000 Seed Can Grow into a Lifetime Nest Egg
Leave the House, Not the Headache: Estate Tips to Avoid Family Wars
Protecting Your New Liquidity
Your Retirement: Build Habit, Not Hype
The Hidden 3.8% That Can Blindside Successful Earners
2026 Forecast: The Only Prediction That Matters — Investor Behavior
No 401(k)? Start Investing Today — Simple Steps
How Time Makes You Rich: The Simple Math Behind a $3M Retirement
Don't Let 'Do Nothing' Cost You: How Inflation Silently Erodes Wealth
Automate Your Budget: Pay Yourself First, Not Later
When the Market's Up, Risk Hides: Is Your Portfolio Too Aggressive?
You're Investing — But Still Behind: The Missing Steps Most Advisors Skip
How College Athletes Are Really Managing NIL Money (Joshua Raymond, FSU Football)
Target-Date vs Self-Managed Explained: Your 401(k)
How Sequence of Return Risk Can Ruin Retirement — And How to Stop It
Year-End Money Moves: Tax Loss Harvesting, RMDs & IRA Tips
2026 ACA Shock: 18% Rate Hikes and the Subsidy Cliff Revealed
When Gains Mask Risk: Do You Really Know Your Risk Tolerance?
Tax Alpha: Harvesting Losses with Direct Indexing
AI’s Market Moment: Hype, Risk, and Reality (feat. Kara Murphy, CIO of Kestra Financial)
Your 401(k)? Here's How It Really Works
Small Business Owners: Retirement Options for Employees — SEP vs SIMPLE vs 401(k)
Sole Proprietor? Unlock Hundreds of Thousands in Retirement Without Raising Your Salary
After the 401(k): The Real Playbook for Your Next Dollars
Turn Summer Cash into $1.3M: Roth IRA Strategy for Kids
Mega Backdoor Roth: Turn $7K into $70K Tax-Free
Backdoor Roth IRA: How High Earners Get Tax-Free Retirement
How the 'Step-Up' Saves Heirs Hundreds of Thousands
Fiduciary vs. Rep: Who’s Really Looking Out for Your Money?
Stocks vs. Houses: The Real Long-Term Winner
Inherited an IRA? Beware the SECURE Act’s 10-Year Tax Bomb
Little Bites of the Big Bill
Hidden Tax Secrets: How NUA Can Save You Thousands
"Maximize Your Giving: The Donor Advised Fund Advantage"
"Navigating Market Downturns: How the Wealthy Secure Their Retirement Income"
Unlocking the Trump Savings Account: A New Era for Children's Finances
How to Protect Your 4% Withdrawal Plan to Last a Lifetime
Navigating Required Minimum Distributions: Essential Tips for Retirees
Dr. Pat McGreevy's Mission: Children with Severe Disabilities
Strategies for Highly Appreciated Stocks: Safeguarding Your Investments
How to Build a Resilient Portfolio
Wealth & Retirement: Opportunity Risk
How Much Do You Really Need to Retire Comfortably?
Mastering Debt: Snowball vs. Avalanche Strategies
Surprising Ways to Gift College Funding
Unveiling Warren Buffett's Timeless Investment Wisdom
Frank St. John: Leading Innovation as Lockheed Martin COO
Investing in Turbulent Markets
Relationship of Market Volatility & Tariffs
Navigating Divorce After 50: Financial Insights and Strategies
Understanding DRIPs: Maximize Your Investments
Buying the Dip: Mastering Market Volatility
Unlocking the Secrets of Roth vs Traditional IRAs
Weathering Market Storms: Timeless Investment Strategies
Guarding Your Finances: Essential Cybersecurity Practices for 2025
56 Emmys! The Ross Greenberg Journey
Rising Phenomenon, GRAY DIVORCE: 3 Devastating Mistakes You Must Dodge!
Navigating Tariff Turbulence: Impact on Global Markets
"Track These 3 Key Numbers for Financial Freedom in 2025"
Navigating Tax Changes in 2025! Prepare Your Budget for the Expiry of the Tax Cuts and Jobs Act!
The Bitcoin Buzz: Balancing Risk and Reward
"Unlocking Financial Success in 2025: Expert Advice from Best Advice Podcast"
Financial Strategies Mindset & Tax Tips with the Best Advice Crew
From the Court: BJ Taylor's Journey
Business Tax Deductions: Maximize Your Profit By Minimizing Unnecessary Tax!
Is Gold Really Worth the Hype?
Lowering Taxable Income | Tax Bracket Management
10 Important Birthdays! Crucial to Transform Your Financial World
Unwrapping the Santa Claus Rally: Myths, Facts, and Holiday Cheer
The Power of Investing $5: The Financial Planning Process with SFM
Navigating Retirement: Prudent Withdrawal Strategies and Financial Flexibility
New Corporate Transparency Act: What Small Business Owners Need to Know
Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors!
Medicare Enrollment: Key Insights and Strategies
Understanding Your 401k: Maximize Your Retirement Savings
Most Common Mistakes for New Investors: Unlocking Brain Power
Tax Harvesting 101: Turn Losses into Future Gains!
529 College Savings Hacks: Funding Dreams Beyond (or Instead) of College
🎙️✨ Miss Universe Peru 2023. The Inspiring Journey of Camila Escribens ✨🎙️
Navigating Interest Rate Changes: Best Advice Podcast Guys
The Truth Behind the Stock Market’s Crash📉& Surge 📈!
Investing During Election Years?? Historic Market Returns and Strategies
Navigating Market Volatility: Insights and Strategies
Trump Sunset Laws in 2025: Preparing for Financial Changes in Capital Gains and Tax Rates
Unlocking NIL: The John Walker Story
Unlocking the Housing Market: Buy Now or Wait?
This Time It's Different: The Truth Behind the Fed's New Hinted Rate Cut
What is "SPAVING"? The Hidden Financial Trap of Spending Money to Save Money
Unpacking the Rule of 72: Your Path to Financial Freedom
Get More Benefits By Pausing SOCIAL SECURITY...
Roth IRA or traditional IRA investment? Best Advice Podcast Guys
Getting Taxed on Mutual Funds Without Selling? Here's Why! Best Advice Podcast Guys
Effective Strategies for Withdrawing Money