77 episodes

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

The Pilot Money Guys Leading Edge Financial Planning

    • Business
    • 4.8 • 38 Ratings

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

    Flight #75: The Power of Legacy Planning

    Flight #75: The Power of Legacy Planning

    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. 
    You can find show notes, resources and more at: http://tinyurl.com/mryv6ysa 

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

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

    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 they perform in today's economic environment.
    You can find show notes, resources and more at: http://tinyurl.com/mzw84wsh

    • 45 min
    Special Edition: SWA 2020 Contract

    Special Edition: SWA 2020 Contract

    Tune in as The PMG's discuss the following financial aspects of the SWA 2020 Contract:
    Market-Based Cash Balance Plan, Tax withholdings for the Ratification Bonus Pay (RBP), New Life Insurance benefits, One-time SWA Profit Sharing rollover opportunity, and more!

    • 39 min
    Flight #73: The Tax Man Cometh - Do Not Be Afraid!

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

    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 a risky game. 

    You can find show notes, resources and more at: http://tinyurl.com/y74d8at9 

    • 39 min
    Flight #72: Stay in the Fight!: Seven Lessons Learned from Markets in 2023

    Flight #72: Stay in the Fight!: Seven Lessons Learned from Markets in 2023

    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 major financial institutions, sending shockwaves through the industry.
    You can find show notes, resources and more at: http://tinyurl.com/5f9s9zux 

    • 51 min
    Flight #71: A Tribute to Munger

    Flight #71: A Tribute to Munger

    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 with hunger, humility and unmatched intellect.
    You can find show notes, resources and more at: http://tinyurl.com/u4dzk9be 

    • 46 min

Customer Reviews

4.8 out of 5
38 Ratings

38 Ratings

J Stouffer ,

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.

me73p ,

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!

Chris - DFW International ,

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.

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