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87 episodes
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The Pilot Money Guys Leading Edge Financial Planning
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- Business
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4.8 • 39 Ratings
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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
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Flight #85: Sunset of the Tax Cuts and Jobs Act
As the sun sets on the Tax Cuts and Jobs Act, the financial landscape for many, including our pilot community, is poised for significant changes. Join us as we dive into the upcoming tax reforms set for 2026 and how they may impact your finances.
You can find show notes, resources and more at: https://tinyurl.com/5bd9ndjm -
Flight #84: Activist Investors
What exactly is an activist investor, and how do they influence the companies they invest in? In this episode, we are joined by Andy Christopher, CFA, Lead Financial Planner, to explore the world of activist investors. You'll learn about their roles, the impact they have on companies, and whether they typically boost returns or create concerns.
You can find show notes, resources and more at: https://tinyurl.com/2kztm2be -
Flight #83: Stop Setting Goals, Instead Embrace the Suck and Find Your Joy
Are you chasing the right goals and prioritizing what truly makes you happy? In this episode, we discuss the importance of setting goals that align with your joy and fulfillment. Often, we achieve goals only to find that they don't bring the happiness we expected. It's essential to consciously identify what brings you joy rather than blindly following the paths others are on. We'll explore how to avoid the pitfalls of setting the wrong goals and the impact it can have on your overall well-being.
You can find show notes, resources and more at: https://tinyurl.com/5fcsy44y -
Flight #82: Freedom Aviation Network
How can aviation play a pivotal role in combating human trafficking? In this episode, Jared Miller, CEO and Co-Founder of Freedom Aviation Network (FAN), joins us to share the mission and impact of his organization. FAN is pioneering efforts to transport survivors of human trafficking and their advocates, offering their services completely free of charge. Listen in to learn how pilots volunteer their time and skills, and aircraft owners contribute their resources, to provide essential support for counter-human trafficking efforts, ensuring survivors reach safe shelters.
You can find show notes, resources and more at: https://tinyurl.com/mry253yy -
Flight #81: Mastering Your Spending: Aligning Money with Values with Lisa Rosenthal
Are you struggling to gain control of your spending and align it with your true values? In this episode, we explore a complete mindset shift to improve how you think about money. Lisa Rosenthal, Chief Operating Officer at Leading Edge Financial Planning, joins us to discuss how spending can impact marriages, lead to mistakes, and incur opportunity costs—both financial and emotional. Listen in to learn five strategies to align your spending with your mindset, how to align your money with your goals, and more.
You can find show notes, resources and more at: https://tinyurl.com/5n86p3y4 -
Flight #80: Should You Purchase an Airplane?
Have you ever considered buying a plane? In this episode, we dive into the complexities of such a decision and why it can't just be about saving on taxes. Contrary to popular belief, setting up an LLC or another corporation may not provide the tax benefits you expect. We explore the criteria for tax deductions and why expenses must be reasonable and directly related to business purposes. Additionally, we discuss the importance of evaluating your plans for using the plane, frequency of use, and geographical considerations to determine if buying is the best option.
You can find show notes, resources and more at: https://tinyurl.com/mvwvnczs
Customer Reviews
Entertaining and meaningful perspectives
I’m definitely enjoying the airline and military pilot perspective on the financial landscape.
As the major airlines and cargo carriers are achieving new contracts, many pilots are realizing the opportunity to use a market based cash balance plan. It’d be great if you all could do a podcast discussing how they work, what the benefits are, and who ought to opt in to a MBCBP.
Thanks for all you do.
Over all podcast review.
What a great source of easily digestible financial information. I have been listening for over a year and thoroughly enjoy this pod cast. The guest speakers bring a wealth of info on specific topics. The hosts are fun and work well together. Keep up the good work LEFP Team!
1 & Done… These guys, they’re a JOKE!
Just listened to my 1st episode. It’ll be my last. These guys share little to no financial knowledge or insight. They have obviously done little to no research on the financial vehicles they discuss. It’s so frustrating, they’re obviously “mailing it in” in an attempt to capture business. I would never in a million years trust their advice.