Afleveringen
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Are you a young professional pilot looking to build a solid financial foundation? In this episode, we sit down with Lisa Rosenthal, COO, Nolan Clark, Associate Financial Planner, and Jon Schultz, Paraplanner, to discuss strategies tailored for young professionals aiming for long-term success. From understanding your unique financial behaviors to establishing savings priorities, you'll learn about the steps you need to take to secure your future.
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/btpycmpt
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Is the market overvalued and on the brink of an implosion? Join us as we dive into the intricacies of market valuation and investment strategies. In this replay episode, we’re tackling some of the pressing questions about whether the market is currently overvalued, what market valuation metrics mean, and how investors can navigate these uncertain times.
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/ytbnkpss
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Zijn er afleveringen die ontbreken?
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Are you contemplating whether to enlist the expertise of a financial advisor as your income rises? In this replay episode, we dive into the pivotal question: Should you hire a financial advisor? We discuss how to evaluate and question potential advisors, shedding light on the crucial questions you must ask before making a decision.
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/39cpj3s4
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What truly makes for a fulfilling and happy retirement? In this episode, we explore the key pillars of health, relationships, and finances to help you create a retirement plan that aligns with your values. From understanding how deliberate planning impacts retirement satisfaction to practical tips on managing health, maintaining relationships, and navigating retirement finances, this discussion offers a comprehensive roadmap to prepare for a purposeful and joyful retirement.
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/55pctj3a
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Have you received an inheritance recently? Or have you been thinking about how to leave one? In this episode, Kevin and Charlie tackle key questions about inheritance, covering everything you need to know—whether you're inheriting or passing on assets. From new legislation to strategies that help both you and your beneficiaries maximize your wealth, this episode will give you a powerful roadmap for navigating the process today and in the future.
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/mtuc9zev
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Curious about strategies pilots can use to maximize tax efficiency? In this episode, we’re tackling hard-hitting tax numbers, future-focused savings strategies, and essential tax changes on the horizon, especially for those over 60. You’ll learn the ins and outs of tax deductions, even on W-2 income, and tips for maximizing tax-efficient retirement income. We’ll also cover the benefits of backdoor Roth contributions, health savings accounts (HSAs), and charitable donations to reduce taxable income.
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/3aedvek6
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Should you get into real estate investing? In this episode, we sit down with former Top Gun Navy and Air Force fighter pilot—and current UPS pilot—Micah Porter, aka Peachez. He joins us today to discuss his transition into real estate investing, sharing his motivation for entering the real estate market and why real estate became his side gig.
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/uv43zupa -
What does it really take to be successful with money? In this episode, we dive into key insights from The Psychology of Money by Morgan Housel, discussing principles that can help transform your relationship with money. Whether you're preparing for retirement or simply trying to make smarter financial decisions, these lessons apply to everyone. You'll learn why discipline is crucial, how to face the reality of your financial choices, and why success can sometimes be your worst teacher.
You can find show notes, resources and more at: https://tinyurl.com/y5besksw
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How much influence does a president truly have over the stock market? In this episode, we dive deep into the relationship between presidential powers and market performance, examining how different administrations impact the economy. While many believe the president has significant control over the markets, we explore whether the data backs that up, and how much external factors really shape the financial landscape.
You can find show notes, resources and more at: https://tinyurl.com/3ehxpejd
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How does the Federal Reserve shape the economy, and what should you really know about its role? In this episode, Seema Sheth, Senior Vice President and Regional Executive of the Federal Reserve Bank of St. Louis, joins the conversation to share insights on how the Fed looks beyond the data to understand the bigger picture. She discusses her unique path to success and the importance of focusing on what you truly want to achieve rather than conforming to others' expectations.
You can find show notes, resources and more at: https://tinyurl.com/2vn2t69b
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How can you become the multi-millionaire pilot next door? In this episode, we discuss the principles of wealth building, inspired by the timeless lessons from the book The Millionaire Next Door. We’ll explore how pilots, with our unique income trajectories and financial challenges, can apply these principles to build substantial wealth over time.
You can find show notes, resources and more at: https://tinyurl.com/bdzxpwwd
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Is the market overvalued and on the brink of an implosion? Join us as we dive into the intricacies of market valuation and investment strategies. In this episode, we’re tackling some of the pressing questions about whether the market is currently overvalued, what market valuation metrics mean, and how investors can navigate these uncertain times.
You can find show notes, resources and more at: https://tinyurl.com/96s6cshy
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As the sun sets on the Tax Cuts and Jobs Act, the financial landscape for many, including our pilot community, is poised for significant changes. Join us as we dive into the upcoming tax reforms set for 2026 and how they may impact your finances.
You can find show notes, resources and more at: https://tinyurl.com/5bd9ndjm
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What exactly is an activist investor, and how do they influence the companies they invest in? In this episode, we are joined by Andy Christopher, CFA, Lead Financial Planner, to explore the world of activist investors. You'll learn about their roles, the impact they have on companies, and whether they typically boost returns or create concerns.
You can find show notes, resources and more at: https://tinyurl.com/2kztm2be
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Are you chasing the right goals and prioritizing what truly makes you happy? In this episode, we discuss the importance of setting goals that align with your joy and fulfillment. Often, we achieve goals only to find that they don't bring the happiness we expected. It's essential to consciously identify what brings you joy rather than blindly following the paths others are on. We'll explore how to avoid the pitfalls of setting the wrong goals and the impact it can have on your overall well-being.
You can find show notes, resources and more at: https://tinyurl.com/5fcsy44y
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How can aviation play a pivotal role in combating human trafficking? In this episode, Jared Miller, CEO and Co-Founder of Freedom Aviation Network (FAN), joins us to share the mission and impact of his organization. FAN is pioneering efforts to transport survivors of human trafficking and their advocates, offering their services completely free of charge. Listen in to learn how pilots volunteer their time and skills, and aircraft owners contribute their resources, to provide essential support for counter-human trafficking efforts, ensuring survivors reach safe shelters.
You can find show notes, resources and more at: https://tinyurl.com/mry253yy
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Are you struggling to gain control of your spending and align it with your true values? In this episode, we explore a complete mindset shift to improve how you think about money. Lisa Rosenthal, Chief Operating Officer at Leading Edge Financial Planning, joins us to discuss how spending can impact marriages, lead to mistakes, and incur opportunity costs—both financial and emotional. Listen in to learn five strategies to align your spending with your mindset, how to align your money with your goals, and more.
You can find show notes, resources and more at: https://tinyurl.com/5n86p3y4
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Have you ever considered buying a plane? In this episode, we dive into the complexities of such a decision and why it can't just be about saving on taxes. Contrary to popular belief, setting up an LLC or another corporation may not provide the tax benefits you expect. We explore the criteria for tax deductions and why expenses must be reasonable and directly related to business purposes. Additionally, we discuss the importance of evaluating your plans for using the plane, frequency of use, and geographical considerations to determine if buying is the best option.
You can find show notes, resources and more at: https://tinyurl.com/mvwvnczs
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How do you navigate the complexities of the economy and stock market? Andy Christopher, CFA, joins the show to shed light on the relationship between the two and provide insights into predicting market entry points with precision. In this episode, we aim to dispel common myths surrounding market dynamics to help you to protect your investments. From clarifying the role of the Fed to debunking misconceptions about presidential influence on markets, Andy offers practical advice on understanding and preparing for market fluctuations.
You can find show notes, resources and more at: https://tinyurl.com/3zbbpas3
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Are you contemplating whether to enlist the expertise of a financial advisor as your income rises? In this episode, we dive into the pivotal question: Should you hire a financial advisor? We discuss how to evaluate and question potential advisors, shedding light on the crucial questions you must ask before making a decision.
You can find show notes, resources and more at: https://tinyurl.com/bd22j86d
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