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
27episodes
Episodes
Newest firstAll episodes
Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You
1w ago00:53:20Tap to summarizeWhat if the most "sophisticated" money moves you've been hearing about online are actually the least helpful for building real wealth? In this episode, we break down seven financial strategies that sound impressive on the surface but can range from genuinely useful tools to misleading traps or outright scams. From viral currency schemes to complex products like structured notes and annuities, the conversation is all about cutting through financial noise and focusing on what actually works. 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/bdehcjev
Transcribe →Flight #132: Blessing or Curse? How to Ensure Your Financial Gifts Help Without Hurting
3w ago00:48:10Tap to summarizeHow can high-income professionals and first-generation millionaires support their adult children or grandchildren without creating a sense of entitlement? When does financial help empower the next generation, and when does it accidentally hold them back? In this episode, Charlie Mattingly sits down with Amelie Riendl, an Accredited Financial Counselor (AFC), to tackle the complex emotional and financial dynamics of giving to "adult-ish" kids. 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/5n8bafs3
Transcribe →Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained
May 2900:54:49Tap to summarizeWhat do pilots often get wrong about LLCs, taxes, and starting a business? And when does structure actually start to matter? In this episode, we break down some of the most common misconceptions around business formation, tax savings, and self-employment strategies for high-income professionals. 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/4w4v4xbd
Transcribe →Flight #130: Help Looks Different for Everyone with Danielle Lewis
May 1500:59:47Tap 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
May 100:39:57Tap 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
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