Episode 43
Information about today's podcast:
Dimensional Fund Advisors (DFA) - https://us.dimensional.com/
"The assets we(DFA)manage represent more than shares in a portfolio. That money represents the savings…
Published on 3 years, 1 month ago
Episode 42
Q&A: Most common client questions lately: Headline of the day! (See slide...)
https://www.jpmorgan.com/wealth-management/wealth-partners/insights/the-case-for-always-staying-invested#infograph…
Published on 3 years, 2 months ago
Season 1 Episode 41
15 Lessons Aviation Can Teach You About Life:
1. You are responsible.
2. Attention is life. Inattention will be at least minimally harmful if not deadly.
3. There is always a curriculum. Preparation…
Published on 3 years, 3 months ago
Season 1 Episode 40
Financial Q&A: Most common client questions lately:
1. How to get some sort of return/interest for short-term goals? 1-5 years?
a. I-Bonds: Currently paying an annualized 9.62% for the next six mon…
Published on 3 years, 3 months ago
Season 1 Episode 39
The Basics of Roth Conversions
1. In General, young, lower income (e.g., new First Officer) expect a higher tax bracket in retirement...Roth can be a no-brainer.
a. But there are other very important…
Published on 3 years, 4 months ago
Season 1
In this podcast, we discuss steps to maintain a high-performance, high-energy lifestyle as we get older. More specifically, creating a life where you feel great, more fulfilled, and more joyful as we…
Published on 3 years, 4 months ago
Season 1
Leading Edge's own, co-founder and CFO, Kevin "The Professor" Gormley, CPA, PFS, CFP® is our special guest today.
We think of a 5-year runway to take off for retirement. It can take that long to me…
Published on 3 years, 4 months ago
Season 1
In this episode, the Pilot Money Guys are talking about Value investing. We describe what value investing is, and talk about lessons learned as investors in value companies.
Value Investing and Lesso…
Published on 3 years, 5 months ago
Season 1
In this episode of the Pilot Money Guys we sit down with Peachez, aka Micah Porter. Micah is a former Top Gun Navy fighter pilot turned Air Force fighter pilot and current UPS pilot who sheds light o…
Published on 3 years, 5 months ago
Season 1
We're calling this episode of the pilot money guys "Forever in Blue Jeans" because as the famous song goes:
"Money talks
But it don't sing and dance and it don't walk
And long as I can have y…
Published on 3 years, 6 months ago
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