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The Pilot Money Guys Podcast

The Pilot Money Guys discuss financial topics that are important for every aviation professional, along with airline news and aviation stories. It’s brought to you by former and current airline professionals and financial planners. You can listen to the Pilot Money Guys on Apple Podcasts, Spotify, and Stitcher Radio.

Flight #77: Credit Card Points

by leadingedgedev

Mar 29, 2024

Today we’re diving deep into credit card points, sharing highlights for both seasoned collectors and newcomers alike. Joining us is Mary Graves, who shares her journey into the world of point collection and how it can pave the way for a fulfilling retirement. Discover the strategic moves necessary to accumulate points without depleting your savings, […]

Flight #76: To Roth or Not to Roth?

by leadingedgedev

Mar 8, 2024

With airlines finalizing new contracts and increased 401(k) contributions, the question of whether to invest in a Roth IRA has become a hot topic among pilots. In this episode, we aim to provide clarity on this complex decision and offer guidance tailored to various scenarios and limitations. From understanding who can contribute to a Roth […]

Flight #75: The Power of Legacy Planning

by leadingedgedev

Feb 23, 2024

Did you know that you’re leaving a legacy, whether you realize it or not? Join us for an eye-opening discussion on legacy planning with Jon Cremer, Financial Advisor. In this episode, we dive into the impact of intentional legacy planning and why it’s crucial to start thinking about it sooner rather than later. From understanding […]

Flight #74: Navigating Real Estate Investment Trusts (REITs)

by leadingedgedev

Feb 9, 2024

Are you ready to explore the dynamic world of Real Estate Investment Trusts (REITs)? Dr. John Worth is an expert in economics and the Executive Vice President of Research and Investment Outreach in a REIT, and he joins us to share his deep understanding of REITs, their crucial role in a diversified portfolio, and how […]

Flight #73: The Tax Man Cometh – Do Not Be Afraid!

by leadingedgedev

Jan 19, 2024

Join us for a deep dive into the complex world of taxes, where we’ll dissect the mysteries of what’s fraudulent, what’s a gray area, and what’s not only legal, but also incredibly smart. Discover why the allure of complexity may not be in your best interest and why trying to outsmart the tax man is […]

Flight #72: Seven Lessons Learned from Markets in 2023

by leadingedgedev

Jan 5, 2024

Kevin Gormley, CFP, CPA, PFS, and Lead Financial Planner at Leading Edge Financial Planning LLC., joins the show to help us explain the seven critical lessons learned in the tumultuous financial landscape of the past year. Brace yourself for a journey through bank failures, crypto turmoil, and market fluctuations that led to the collapse of […]

Flight #71: A Tribute to Munger

by leadingedgedev

Dec 15, 2023

Unlock the secrets of successful investing as we pay tribute to the legendary Charlie Munger. A titan in the business world, Munger’s principles for both investing and life are timeless lessons that can shape your journey to prosperity. Delve into the wisdom of a man who, alongside Warren Buffett, navigated the complex world of finance […]

Flight #70: Marines Eat Glass and Love Bonds

by leadingedgedev

Dec 1, 2023

Explore the world of bonds with Jim Jackson, Co-Chief Investment Officer at Victory Capital. In this episode, Jim delves into the role bonds play in a diverse portfolio and the predictability of their performance compared to stocks. He also simplifies the complexities of bonds, emphasizing their mathematical nature in contrast to stocks, and challenges the […]

Flight #69: Do You Have a Wealthy Mindset?

by leadingedgedev

Nov 17, 2023

When it comes to creating a positive environment for success, it’s not just about investment returns—it’s about your mental framework and decision-making. In today’s episode, we explore how to identify whether you have a wealthy mindset, as well as what it means to embrace the KISS principle. You’ll find out why being a lifelong learner is […]
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