Book an appoinment

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 #47: Charlie and Rob’s Top 5 (Personal) Lesson’s Learned from 2022

by leadingedgedev

Dec 30, 2022

Pilot Money Guys: Flight #47: Charlie and Rob’s Top 5 (Personal) Lesson’s Learned from 2022 Q&A: Most common client questions lately: The whole world is going into a recession! What is a recession? Schwab “dominoes” diagram…there’s only a few things missing to be in a recession – Labor market weakness, EPS growth falls, NBER (Nat’l […]

Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of Mind

by leadingedgedev

Dec 16, 2022

Pilot Money Guys: Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of Mind Resources: https://awealthofcommonsense.com/2013/08/ignore-noise/ https://podcasts.apple.com/us/podcast/stay-wealthy-retirement-show/id1260181429?i=1000470057040   The Narrative There’s a lot going on…in the past few years; Covid, Stock Market stress, impending recession, inflation, politics…crypto collapse??? Our audience is especially vulnerable to information (news) overload: Traveling; […]

Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In Retirement

by leadingedgedev

Dec 2, 2022

Pilot Money Guys: Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In Retirement Q&A: Most common client questions lately: Election Lessons Learned: “Vote with your ballot not yourlife savings.” ~Dimensional founder David Booth https://my.dimensional.com/elect-to-leave-your-portfolio-alone Will the stock market do worse now that xxx […]

Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl

by leadingedgedev

Nov 18, 2022

Pilot Money Guys: Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl Q&A: Most common client questions lately: Will I have to change my retirement goals or retirement income due to the down market? • Short-term risk versus long-term risk, taxes, inflation, overspending ○ Sequence of return risk… ○ https://www.schwab.com/learn/story/timing-matters-understanding-sequence-returns-risk • Worst […]

Flight #43: With Dimensional Fund Advisors, Vice President Apollo Lupescu

by leadingedgedev

Nov 4, 2022

Pilot Money Guys: Flight #43: With Dimensional Fund Advisors, Vice President Apollo Lupescu   Information about today’s podcast: Dimensional Fund Advisors (DFA) – https://us.dimensional.com/ “The assets we(DFA)manage represent more than shares in a portfolio.  That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously. Founded in 1981, […]

Flight #42: Why is the Fed Driving Us into a Recession and What is Deep Risk?

by leadingedgedev

Oct 21, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

Flight #41: What’s the Best Path for Young Pilots: Commercial, Cargo, Military, Fractional?

by leadingedgedev

Sep 23, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

Flight #40 – Lessons Learned from Captain Darren Ellisor and Southwest Flight #1380

by leadingedgedev

Sep 9, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

Flight #39: Roth 401k Contributions, Roth IRA Conversions, Mega Back Door Roth and more!

by leadingedgedev

Aug 26, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.
1 … 4 5 6 7 8 … 11