BA Podcast Guys

Quint Tatro Hands High Schoolers $500K to Pick Real Stocks: A Financial Literacy Revolution

446 views · 2w ago · 38:54

Guest: Quint Tatro

On this episode of the BA Podcast Guys, Rob welcomes Quint Tatro, an industry leader known as a frequent guest on CNBC, Bloomberg, Reuters, and Yahoo Finance. Quint is the host of the DIY Money podcast, founder of Joule Financial, and an adjunct professor of finance at the University of Kentucky. He also founded Kentucky Young Investors, a program that teaches high schoolers to research, pitch, and invest in real stocks, with the gains going toward their college scholarships.

Topics: Welcoming Quint Tatro · Quint’s retirement at 48 · McDonald’s stock and financial literacy · Teaching the University of Kentucky class · Taking investing education to high schools · Finance Fridays and student success stories

Biggest Stock Market Crashes in History: How to Invest Without Panic

1.5K views · 4w ago · 11:30

Biggest Stock Market Crashes in History: How to Invest Without Panic What were the worst single-day crashes in S&P 500 history, and how do you keep investing when the market drops? In this episode of the BA Podcast Guys, we rank the biggest stock market crashes ever, from Black Monday 1987 to the Great Crash of 1929 and the COVID-19 crash of 2020.

Topics: Ranking the Worst S&P Crashes · Third and Second Place Crashes · Margin Calls and the Great Depression · Number One: Black Monday 1987 · Staying Invested Through Emotions · Dollar Cost Averaging Explained

Passing the Keys: How Intra‑Family Loans Can Build Generational Wealth

224 views · 1mo ago · 9:13

Guest: Frank Lovaglio

Intrafamily Loans: The Smart Way to Help Your Child Buy a Home

2.3K views · 1mo ago · 9:17

Guests: Intrafamily Loans, Frank Lovaglio

Intrafamily Loans: The Smart Way to Help Your Child Buy a Home How can families help the next generation buy a home while building lasting wealth? Host Robert Lovaglio sits down with Frank Lovaglio, RFC, Founder and Managing Partner of Security Financial Management, to discuss intrafamily loans, gifting strategies, homeownership, and generational wealth planning.

Topics: Creating Generational Wealth · Baby Boomer Financial Advantages · Housing Costs and Income Gap · Passing Wealth Through Homeownership · Understanding Intrafamily Loans · Proper Loan Documentation

Why I Retired Before 60: A Lockheed Martin Director’s Retirement Advice

1.3K views · 1mo ago · 23:26

Guest: Certified Financial Planner

What does it take to retire early and build a fulfilling life after a demanding career? In this episode of BA Podcast Guys, host Rob Lovaglio sits down with Certified Financial Planner® Michael Allen and retired Lockheed Martin Director Mark Hatter. Mark shares his experience working in aerospace leadership, planning for retirement before age 60, managing workplace stress and preparing financially for life after Lockheed Martin.

Topics: Why Retire Before It’s Too Late · Meet the Host and Guests · Life as a Lockheed Director · Inside Lockheed Martin’s Operations · Planning an Early Retirement · Adjusting to Life After Work

Beat the Golden Handcuffs: Retire Early, Live Fully

166 views · 1mo ago · 23:17

Retired Lockheed director Mark Hatter, shares his journey from a demanding aerospace career to a vibrant retirement focused on health, photography and travel. He explains how careful financial planning, prioritizing work-life balance, and choosing to leave before 60 gave him years of active, fulfilling life.

When Should Lockheed Martin/Aerospace Employees Retire? 55, 60, or 65 — Which Wins?

253 views · 2mo ago · 10:45

Should Aerospace Employees Retire at 55, 60 or 65—and what could those extra working years mean for you? On BA Podcast Guys, host Rob sits down with senior advisors Steve Young and Michael Allen, CFP, to discuss the choices behind that decision. They cover early retirement, healthcare costs before Medicare, retirement savings, taxes, Social Security and pension considerations.

Lockheed Martin Retirement: Is 55 Too Early or 65 Too Late?

1.1K views · 2mo ago · 10:49

Guest: Lockheed Martin Retirement

Planning your Lockheed Martin retirement? Should you retire at 55, 60 or 65—and what could those extra working years mean for you? On BA Podcast Guys, host Robert Lovaglio sits down with senior advisors Steve Young and Michael Allen, CFP, to discuss the choices behind that decision. They cover early retirement, healthcare costs before Medicare, retirement savings, taxes, Social Security and pension considerations.

Topics: Choosing your retirement age · Retiring at 55: goals, expenses and lifestyle · Healthcare costs, taxes and access to savings · Building a flexible retirement plan · Retiring at 60: what five more years can change · Second careers and starting a business

Lockheed Martin Retirement Checklist: What to Do at 55, 60 & 65+

24K views · 2mo ago · 8:48

Guest: Lockheed Martin Retirement Checklist

Lockheed Martin Retirement Checklist: What to Do at 55, 60 & 65+ Planning for retirement as a Lockheed Martin or aerospace employee involves more than choosing a retirement date. Your pension, salary savings plan, Social Security, Medicare, taxes and investment strategy must work together.

Topics: Retirement Requires a Flight Plan · Meet the Podcast Team · Ages 55–59: Retirement Design · Why Financial Planning Matters · Ages 60–64: Coordination Years · Stress-Testing Your Retirement Plan

From Engineer to Retiree: Stages, Medicare, and Social Security for Lockheed Employees

74 views · 2mo ago · 8:35

This episode walks aerospace employees through a simple, stage-based retirement checklist, divided into ages 55–59, 60–64, and 65+.Rob sits down with senior advisor Steve Young, and Mitchell Allen CFP®, explain how to coordinate pension elections, salaried savings plan decisions, Social Security timing, Medicare enrollment (including coordination with VIA), and other benefits that run on different timelines.

4 Success Rules Every Lockheed Martin Employee Should Know

30K views · 2mo ago · 7:16

Guest: Certified Financial Planner

What does it take to build a successful career at Lockheed Martin? In this episode of BA Podcast Guys, host Robert Lovaglio sits down with Certified Financial Planner® Michael Allen and Senior Wealth Advisor Steven Young to share four practical rules for professional and financial success.

Topics: Focus on One Direction · Welcome and Episode Introduction · Rehearse or Repent · Focus and Plow · Clear Your Backpack · Build Velocity With Focus

Master Your Trade: 5 Nuggets

30 views · 2mo ago · 7:10