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The Pilot Money Guys
44 minutes | Jul 27, 2021
Flight #10: I've Inherited Money, Now What?
Hello folks! We are excited because this is the first podcast in a 3-part series called “I’m Dead, Now What?”. That’s right, we are covering the exciting topic of death! I've Inherited Money, Now What? – Should you spend it, save it, tax implications, your family legacy? I’m Dead, Now What? – A discussion on estate planning. How can you pass on money to your heirs in the most tax-efficient manner possible? I’m Disabled, Now What? – A discussion on becoming disabled during your career. What if you lose your medical? How much income will you have to live on? For how long? Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled. We’re thankful for the feedback we have received on the Pilot Money Guys podcast. We are striving to bring useful insight on important financial topics to you. If you have suggested topics, questions, or comments for us, please email us at firstname.lastname@example.org. See you next time!
41 minutes | Jun 25, 2021
Flight #9: Can I Get Rich With Options Trading?
You are on a trip and your fellow pilot says they have a new investment strategy that’s getting amazing returns. You are skeptical at first, but after talking about it for the next five hours on the way to LaGuardia you become convinced you must be missing out. We hear these stories often; we even experience it ourselves! That’s why we are starting a new podcast segment where we discuss some hot topics circulating the pilot lounges, crew vans, and cockpits. We are calling these episodes the Pilot’s Crew Lounge! In this episode, we are taking on the hot topic of Options Trading. We’ve had a few pilots come to us with questions about Option Trading after hearing about them on trips. We are here to address these questions and give our thoughts! Are you missing out by not using options? In this podcast we discuss our Top Five Considerations Before Trading Options. If you have questions, comments, or topics that you would like us to cover, send them to us at email@example.com. Get your peace of mind back this summer with a comprehensive financial plan! Give us a call at 865-240-2292!
51 minutes | Jun 11, 2021
Flight #8: Should you invest in Real Estate Now?
Are you thinking about investing in Real Estate? In our 8th podcast, we discuss the major challenges and considerations to look out for when you are deciding if rental real estate is right for you. We discuss: Tax advantages Using leverage for your rental Becoming a landlord Costs of owning rental properties Owning rental property in your self-directed IRA If you are considering investing in rental real estate and have questions or concerns, please reach out. We are happy to review and discuss how your rental property affects your financial plan! LeadingEdgePlanning.com firstname.lastname@example.org
46 minutes | May 13, 2021
Flight #7: Highway to the Financial Danger Zone
The Danger Zone is not a specific place (I checked on Google Maps), but rather in the song "Danger Zone", Kenny Loggins describes a state of mind. In the movie Top Gun, Maverick is always in the Danger Zone. That’s what makes him one of the best pilots in his class and arguably the most epic movie character of all time. Always being in the Danger Zone, however, is also what is keeping Maverick from actually becoming the best pilot in the class. Eventually, he understands this and realizes his subconscious desire to always ‘push the limits’ is indeed holding him back. Unfortunately, this behavior leads to the death of his best friend and navigator, Goose, before he ever realizes it. We all have behavioral biases which are defined by irrational beliefs or behaviors that influence our decision-making process. As with Maverick, these biases can be extremely hard for us to recognize and can lead us to make decisions that can have devastating negative consequences. This is especially true when it comes to our financial lives. In this podcast “Highway to the Financial Danger Zone”, we talk about behavioral biases we face as investors. We discuss what these behavioral biases tend to be, how we can recognize them, and what we can do as investors to avoid allowing them to drive our decision making. “I’m not going to blow sunshine up your ass... A good pilot is compelled to always evaluate what’s happened, so he can apply what he’s learned.”
43 minutes | May 6, 2021
Flight 6: 737 MAX Update, The Top 5 Government Debt & Inflation Myths Busted!
In this episode of the Pilot Money Guys, we are talking about what its like to fly the Boeing 737 MAX in 2021. We also take on the top 5 Government Debt and Inflation Myths. Rob has returned from the Sim and recaps his experience flying the highly scrutinized 737 Max. After 9 days of training, here is what Rob has to say about the plane. For the financial topic today, we are talking about INFLATION. What can we do as investors to prepare for the possibility of rising inflation? Do we expect hyperinflation to crash the dollar? Will government debt ruin our economy? Does China ‘own’ the US? How much should we worry about inflation if at all? Thank you for listening! Let us know what you think! We are happy to discuss this topic more with you. Give us a call or shoot an email with your thoughts and questions! – email@example.com Find out more about Rob, Charlie, and Ben at LeadingEdgePlanning.com
39 minutes | Apr 27, 2021
Flight 5: Pilot Proof Bitcoin and Crypto Investing
Folks, we have a good one for you today. In this Pilot Money Guys episode we take on the topic of Bitcoin. Our token millennial and office wonderboy Ben, faces off with Charlie and Rob. Will he convince them to get rid of US Dollars and join the Crypto Revolution? We hope to provide insight on these questions: How do we view Bitcoin as an investment? Should you make bitcoin apart of your portfolio? How should we think of Bitcoin as long-term investors? We hope you enjoy our discussion. Please subscribe, share this podcast with friends, and let us know what topics you would like us to cover next!
38 minutes | Apr 24, 2021
Flight 4: Are we in a Bubble, Investment Envy and Why Diversification Sucks
This is podcast #4. We discuss what investment bubbles are, are we in a bubble? How would it affect us as investors, why being an envious investor causes one to continuously buy high and sell low, thus underperforming the actual investment we're invested in. Finally, we discuss how diversification can help but is the least "sexy", the most boring ways of investing thus the attention-getting title "diversification sucks." We finish up discussing the potential gotchas of index investing and warn investors to use caution with new, complex, and unnecessarily expensive index funds.
35 minutes | Mar 29, 2021
Flight 3: Is a Roth 401(k) or Health Saving Account right for you?
In this episode, we dive into the intricacies of 401ks, HSAs and more. We cover the differences between Roth vs non-Roth 401(k) and what might be right for you. We cover the Health Savings Account and the top things to consider when creating your investment gameplan. Let us know any topics you would like us to cover, firstname.lastname@example.org.
44 minutes | Mar 18, 2021
Flight 2: Kobe Crash and the Biden Tax Plan
Featuring Special Guest Shane Rosenthal! Now the new administration is in, do you want to know more about the Biden tax proposals? In this episode, we talk about the Kobe Bryant helicopter crash with a guest helicopter pilot (Shane Rosenthal) and the potential Biden tax proposals. The discussion delves into spatial disorientation, VFR flying, donut hole Social Security taxes, long-term capital gains, and more!
34 minutes | Mar 8, 2021
Flight 1: The Dollar Ride
In this inaugural episode, our financial planner pilots talk about the American Airlines and JetBlue agreement and why all financial planners are not the same. If you are looking to hire a financial advisor and want to know the differences between the various types, this episode is for you.
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