Podcast
The Pilot Money Guys
Hosted by Leading Edge Financial Planning · EN
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
24episodes
Episodes
Newest firstAll episodes
Flight #130: Help Looks Different for Everyone with Danielle Lewis
2w ago00:59:47Tap to summarizeWhat happens when you stop judging people by their circumstances and start seeing them as human beings first? In this powerful episode, Danielle Lewis shares her journey from her own upbringing to becoming the founder of Village Hope, serving the unhoused community in downtown Atlanta. Danielle opens up about the moment she realized she wanted to dedicate her life to helping people struggling with homelessness, addiction, and poverty, and why compassion often matters more than having all the answers. 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/4h5ysth2
Transcribe →Flight #129: What's Really Moving the Markets Right Now
4w ago00:39:57Tap to summarizeWhat's really driving the market right now, and are you paying attention to the right signals? In this episode, we break down what happened in the first quarter and unpack some of the global events quietly shaping investor sentiment, including the situation in Iran and how geopolitical tensions can influence market opportunities and risks. 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/msjck2fp
Transcribe →Flight #128: Master Your Money Mindset for Long-Term Wealth with Jason Moore
Apr 1700:51:59Tap to summarizeWhat does it really take to be successful with money? And why do even high-income professionals still struggle? In this episode, you'll learn why financial success has far less to do with knowledge and far more to do with behavior. Jason Moore, Certified Financial Therapist, breaks down the hidden patterns, biases, and emotional triggers that influence how we earn, spend, and invest, as well as how these can quietly derail even the most capable individuals. 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/4k6k56nd
Transcribe →Flight #127: Cutting Through the Financial Noise: Inflation, Energy, Bitcoin, and the Global Economy with James Angel
Apr 401:01:22Tap to summarizeThere is a lot of financial noise right now, but what actually matters? In this episode, James Angel joins the show to cut through the headlines and explain what's really happening with inflation, the strength of the U.S. dollar, global conflict, China's economic impact, Bitcoin, stablecoins, and the future of the global economy. Listen in to learn why energy is the foundation of the entire economy, how money printing leads to inflation, why the global economy is more connected than ever, and what makes today's economic environment different from past recessions. 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/yd5ch94t
Transcribe →Flight #126: The Art and Science of Early Retirement for Pilots
Mar 2000:59:14Tap to summarizeWhat does it really take to retire early as a pilot—and are you truly prepared for what comes next? In this episode, we break down both the financial strategies and emotional realities behind early retirement, specifically for those in aviation careers. You'll learn the essential "science" of early retirement, including how to estimate your true spending needs, manage portfolio risk, plan distributions, and prepare for major costs like healthcare. 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/deuraj9n
Transcribe →Flight #125: What the Mind the Gap Study Reveals
Mar 600:47:15Tap to summarizeIf you bought and held a mutual fund or ETF, what return should you earn—and why do some investors earn less? In this episode, we unpack the fascinating findings from Morningstar's Mind the Gap study and explore the difference between total returns and actual investor returns. You'll learn what the "investor return gap" is, why it exists, and how timing decisions, emotional reactions, and behavioral biases quietly erode performance over time. 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/bdd2tz84
Transcribe →Flight #124: Advanced Roth Strategies and New Changes
Feb 2000:43:24Tap to summarizeAre you missing opportunities to build tax-free retirement income? In Part 2 of this Roth series, we break down the latest changes and advanced strategies that could significantly impact your retirement plan. You'll learn how the new Roth catch-up rules affect those 50 and over, what the Roth NEC means for high earners, and how the mega backdoor Roth works in practice. 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/3hr2psac
Transcribe →Flight #123: Roth Catch-Ups, NECs, and Smarter Airline Retirement Planning
Feb 600:45:01Tap to summarizeRecent changes to airline 401(k) plans—especially the Roth Nonelective Contribution (NEC) option—have created new opportunities and new confusion for pilots and airline professionals. In this episode, we break down what the Roth NEC actually is, how it works at airlines like Southwest, and why simply ignoring your elections could mean missing out on valuable catch-up contributions. 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/y7bncn35
Transcribe →Flight #122: 2025 Market Review and Lessons Learned
Jan 2300:43:39Tap to summarizeWhat can last year's markets actually teach us beyond the headlines and noise? In this episode, we look back at the market lessons from the past year to better understand how markets behave and why short-term movements can be so misleading. Rather than trying to predict what comes next, this conversation focuses on learning from what already happened and why diversification remains one of the most powerful tools for managing risk. 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/38ftvryn
Transcribe →Flight #121: The Biggest Lessons We Learned in 2025
Jan 900:46:24Tap to summarizeWhat if the lessons from 2025 could completely change how you approach the year ahead? In this episode, we reflect on the biggest epiphanies, revelations, and insights gained from our clients, our work, and our own lives last year. You'll learn practical techniques to prioritize what matters most, avoid burnout, and separate your identity from your job. From generosity and communication to asking better questions, this conversation sets the tone for building a meaningful, balanced, and intentional life in 2026. 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/y9r6jf2u
Transcribe →