The Pilot Money Guys
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 #132: Blessing or Curse? How to Ensure Your Financial Gifts Help Without Hurting
<p >How 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://tinyurl.com/5n8bafs3</p>
Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained
<p>What 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd</p>
Flight #130: Help Looks Different for Everyone with Danielle Lewis
<p >What 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You...
Flight #129: What's Really Moving the Markets Right Now
<p >What'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. </p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://tinyurl.com/msjck2fp</p>
Flight #128: Master Your Money Mindset for Long-Term Wealth with Jason Moore
<p>What 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. </p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, r...
Flight #127: Cutting Through the Financial Noise: Inflation, Energy, Bitcoin, and the Global Economy with James Angel
<p >There 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.</p> <p >Take The Pilot Wealth Index...
Flight #126: The Art and Science of Early Retirement for Pilots
<p>What 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://ti...
Flight #125: What the Mind the Gap Study Reveals
<p >If 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at...
Flight #124: Advanced Roth Strategies and New Changes
<p >Are 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.</p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://tinyurl.com/3hr2psac</p>
Flight #123: Roth Catch-Ups, NECs, and Smarter Airline Retirement Planning
<p >Recent 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. </p> <p >Take The Pilot Wealth Index to find out if you are on track for retirement!</p> <p >You can find show notes, resources and more at: https://tinyurl.com/y7bncn35 </p>
