The Pilot Money Guys

Leading Edge Financial Planning
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The Pilot Money Guys are a group of financial planners with a passion for bringing together financial planning and the commercial airline industry. Brought to you by a team of financial planners with backgrounds flying for major US airlines and military service. If you have questions about personal finance with an interest in news and interesting stories from the airlines, then we hope you will give us a listen. https://www.leadingedgeplanning.com

  1. HÁ 2 DIAS

    Flight #113: The Pros and Cons of Private Equity

    What exactly is private equity, and why is it suddenly being linked to your 401(k)? In this episode, we break down the recent executive order that directs the Department of Labor to explore ways of including private equity in retirement plans. You’ll learn what sets private equity apart from the public markets you’re familiar with, why it excites some investors, and why others aren’t as enthusiastic.  Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/39xt6s9c

    30min

  2. 29 DE AGO.

    Flight #112: How NOT to Run Out of Money in Retirement

    How can you avoid running out of money in retirement and still live the life you want? In this episode, we break down the most important strategies for sustainable retirement spending. You’ll learn how retirement spending actually works in real life and why your financial plan needs to adjust as your lifestyle and health change over time. Whether you’re a do-it-yourself planner or prefer to delegate, you’ll walk away with practical steps for knowing your expenses, stress-testing your plan, and creating a retirement strategy that helps you spend confidently without fear of running out. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/c2r2hsp9

    50min

  3. 15 DE AGO.

    Flight #111: Social Security Myths, Money, and the Truth

    Is Social Security really running out of money, or is that just a headline meant to scare you? In this episode, we cut through the noise to uncover the truth about its future, its viability, and how it actually works. You’ll learn how to separate political fear tactics from the facts, why the “trust fund bankruptcy” story isn’t the whole picture, and how your claiming strategy could mean hundreds of thousands of dollars gained or lost over your lifetime. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/4cr6bm56

    50min

  4. 25 DE JUL.

    Flight #110: Unpacking the “One Big Beautiful Bill Act”

    Are you wondering what the sweeping changes brought by the recently passed "One Big Beautiful Bill Act" (OBBBA) are? In this episode, we break down the new legislation, providing a clear overview of how it impacts individual income taxes, business provisions, and specific deductions. We'll explain the intricacies of standard deductions, the nuances of phase-outs (and why they're usually bad news!), and the critical updates to the State and Local Tax (SALT) deduction. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/bdfkfk8k

    33min

  5. 11 DE JUL.

    Flight #109: Care Around the Block - Elderly Care Part 2

    What do you do when your aging parent needs care, but you live across the country and don’t know where to start? In this episode, Casey Rausin, RN, CCM, and CEO of HOMECAREceo Forum, joins the show to help answer that question. With decades of experience in advanced aging and lifecare planning, Casey breaks down how her team acts like a “healthcare advisor,” helping families proactively manage aging-related care before it becomes a crisis. You’ll learn why executive functioning is often the first red flag in elderly decline, why it's critical to know your parents’ care team (just like you'd know their financial advisor or attorney), and how to approach care from a preventative, not reactive, mindset. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/mw2j9fyn

    48min

  6. 27 DE JUN.

    Flight #108: Understanding Medicare, Early Retirement & Health Insurance with Cole Craven

    Is Medicare more confusing than it should be? If you're nearing retirement or thinking about leaving your job early, the healthcare piece can feel overwhelming and expensive. In this episode, we sit down with Cole Craven, co-founder of Move Health, to demystify the complexities of Medicare, healthcare costs, and early retirement planning. Listen in to learn how to time your enrollment correctly, what your healthcare options are if you want to retire before 65. and more.  Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/3v67de6s

    1h6min

  7. 13 DE JUN.

    Flight #107: Making Sense of Long-Term Care Insurance Options with Amy Arnett

    Does the phrase “long-term care” make you cringe? If so, you’re not alone, but it’s something we all need to think about eventually. In this episode, we sit down with Amy Arnett, VP of Insurance Solutions at DPL Financial Partners, who brings 36 years of experience in the insurance world to help us understand the evolving landscape of long-term care options. Listen in to learn why insurance isn’t all or nothing anymore and how you can now tailor coverage to your needs and budget. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/k4c9wv6u

    55min

  8. 23 DE MAI.

    Flight #106: Understanding Market-Based Cash Balance Plans

    What is a Market-Based Cash Balance Plan (MBCBP), and why is it becoming the go-to retirement vehicle for pilots at major airlines like Delta? In this episode, we explain what an MBCBP actually is, how it's different from a pension or 401(k), how the investments work, and why pilots need to understand this model to make smart retirement decisions. You’ll hear how funds are pooled, what kind of returns to expect and why the guarantee provided by the airline makes this a powerful planning tool. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/mwk4w2d4

    51min
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Sobre

The Pilot Money Guys are a group of financial planners with a passion for bringing together financial planning and the commercial airline industry. Brought to you by a team of financial planners with backgrounds flying for major US airlines and military service. If you have questions about personal finance with an interest in news and interesting stories from the airlines, then we hope you will give us a listen. https://www.leadingedgeplanning.com

Informações

  • Criado por
    Leading Edge Financial Planning
  • Anos de atividade
    2021 - 2025
  • Episódios
    100
  • Classificação
    Livre
  • Site do podcast
    The Pilot Money Guys

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