The Pilot Money Guys

Leading Edge Financial Planning•www.pilotmoneyguyspodcast.com

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

Last refreshed: July 25th, 2025 at 2:10 AM ⓘ

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Episodes

Flight #21: The QRC (Quick Reaction Checklist) of Savings Priorities

Emergency Fund - 1 months savings in the bank, cd, money market etc. (FDIC insured) Contribute to matching 401k Set aside savings for Health Deductibles and perhaps max out of pocket if a lot of healthcare needs. If you are in an HSA plan, contribute. $3,600, $7,200 per couple, if over 55, $1,000 catchup contribution. Set aside savings for Life Insurance Premiums (10x Income per year) and Disability Insurance Payoff all credit card and high interest debt. Emergency Fund (6 months to a year) If i...

Dec 08, 2021•43 min

Flight #20: What’s Important About Money to You?

Thanksgiving is right around the corner it’s a great time to evaluate what is truly important to you. For us, we want you to understand what is important about money to you. In this podcast we discuss how you can think about money to use it to accomplish the things that are important to you. We are talking about: Generosity versus scarcity - fear Be generous and have a mindset of abundance. Understand your higher purpose and get involved in contributing to something larger than yourself. Know wh...

Nov 24, 2021•37 min

Flight #19: Financial Newsletters

“There’s a lot of money to be made from financial newsletters that give investment advice. But the money comes from selling the newsletters, not from taking the advice.” ~Paul Merriman Investment newsletters are getting more popular every year and the returns they promote are extremely tempting. So, should you ditch your financial plan and subscribe? We’re diving into newsletters to give you our honest opinion and concerns. Unfortunately, anyone can create an investing newsletter, and because th...

Nov 13, 2021•46 min

Flight #18: Kids and Money

This podcast is all about helping your kids take the first steps to financial freedom and independence. We discuss some of the steps we all wish we would have taken when we were first starting out as new savers and investors. We believe we should help our kids learn from other's successes and mistakes - We do not have time to make them all ourselves! In fact, life is a series of building off the successes and failures we all experience. Sharing those lessons with our kids is easy in some areas b...

Oct 22, 2021•46 min

Flight #17: New Tax Changes

In this episode of the Pilot Money Guys, we are joined by the Professor, Kevin Gormley CPA & CERTIFIED FINANCIAL PLANNER, to discuss the latest proposed tax changes. Although these are subject to change, there are things that you need to know to be prepared. Some changes we discuss: 1. Capital Gains tax increases. 2. Roth Conversion changes 3. Child Tax Credit Changes We would love to discuss these tax changes with you! If you have any questions for us, please send them to info@leadingedgepl...

Oct 16, 2021•40 min

Flight #16: The 4% Rule

In this podcast, we are talking about a commonly used rule-of-thumb for taking retirement income distributions. The 4% rule is meant to help you easily determine how much you can withdrawal from your retirement accounts each year, without running out of money in retirement. The 4% rule goes like this: The year you retire, add up all of your retirement accounts, and withdrawal 4% of the total. Each subsequent year, take out only the 4% (of the total balance at time of retirement) + adjustments fo...

Oct 06, 2021•42 min

Flight #15: Changing Your Domicile to Avoid State Taxes

Your domicile is defined as your permanent home where you pay your state income taxes. For most people, your domicile is straightforward, however, for those with multiple residences domicile can be hard to establish. And maybe even a little tempting to lean toward the lower tax state. Our goal in this podcast is to help you understand how to have multiple homes and stay out of trouble with Uncle Sam! Furthermore, the IRS says your domicile is based on your intent, which can be tricky to prove. A...

Sep 23, 2021•30 min

Flight #14: Winter Is Coming

I’ll admit I’m a sucker for survival reality shows, particularly shows about people living in Alaska and the Arctic. It’s always amazing to watch as spring starts, these folks must jump right into preparing for the next long winter. With months of darkness, freezing weather, and almost no food available to catch, these folks need to be proactive to have a chance of making it through a successful winter. There’s a winter coming in our financial lives too. Indeed, there is a chill in the air! It’s...

Sep 10, 2021•48 min

Flight #13: I'm Disabled, Now What?

1 in 3 airline pilots will experience 90 days or more of disability at some point during their career! (Disability Insurance Statistics Bank) Luckily, most airlines have good disability benefits available to help provide some relief and income. However, it doesn’t mean 100% of your income will be replaced if something happens. In most circumstances, even if you are able to pay bills and put food on the table, many people will NOT be able to continue saving for retirement once disabled without ex...

Aug 23, 2021•37 min

Flight #12: I'm Dead, Now What?

In part 2 of our Estate Planning Series "I'm Dead, Now What?" we go over 3 steps to make sure you're estate is prepared. If you are unsure whether you have a good plan for the unexpected, this is the podcast for you. We discuss what documents you need to have in place, why getting organized is important, and how beneficiaries and trusts go together to protect your family. You heard us right! We are giving away copies of our Estate Planning tool "I'm Dead, Now What?" to the first 10 people to ema...

Aug 16, 2021•39 min

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