The Pilot Money Guys

Leading Edge Financial Planning
  • 4.8 (44)
  • INVESTING
  • UPDATED WEEKLY

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. NOV 7

    Flight #117: Public vs Private: Where Should You Really Be Investing?

    Are private equity and alternative investments really the secret weapon of the wealthy or are public markets still your best bet? In this episode, we tackle one of the most common questions we hear: should you look beyond the stock market? We'll break down what private equity really is, who it's for, and why some companies stay private instead of going public. You'll learn how these investments work, why they're not always the golden ticket they appear to be, and how to think critically about diversifying your portfolio.  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/2eyuv9n8

    48 min

  2. OCT 24

    Flight #116: Inside the Economics of the Airline Industry with Volodymyr Bilotkach

    Why do airlines struggle to make money even when planes are full? In this episode, we unpack the surprising economics behind one of the world's most essential yet fragile industries. From razor-thin profit margins to the ripple effects of global shocks like COVID-19, you'll learn why airlines operate on such precarious financial ground and what it takes for them to stay in the air. 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/ypwpywzf

    58 min

  3. OCT 10

    Flight #115: Roth Catch-Ups and the Secure Act 2.0

    What do the new Secure Act 2.0 rules mean for Roth contributions and retirement planning in 2025? In this episode, we explore what pilots and high-income earners need to know about Roth catch-up contributions, required Roth designations, and the risks of in-plan Roth conversions. You'll also learn how these changes may impact your taxes, your long-term retirement savings, and the best ways to prepare now.  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/2f6srj8e

    33 min

  4. SEP 26

    Flight #114: The Science of a Happy Retirement with Dr. Michael Finke

    What actually makes for a happy, fulfilling retirement? Is it all about the numbers, or is there more to the story? In this episode, Dr. Michael Finke—professor, researcher, and one of the most respected voices in retirement planning—shares his groundbreaking research on what truly drives satisfaction in retirement. Drawing from decades of data, interviews, and insights from retirees themselves, Dr. Finke uncovers the three essential pillars of a rewarding life after work. 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/bwvxsd69

    58 min

  5. SEP 12

    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

    30 min

  6. AUG 29

    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

    50 min

  7. AUG 15

    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

    50 min

  8. JUL 25

    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

    33 min
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4.8
out of 5
44 Ratings

About

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

Information

  • Creator
    Leading Edge Financial Planning
  • Years Active
    2021 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Show Website
    The Pilot Money Guys

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