Fiduciary Failure? Lessons From the American Airlines ESG Lawsuit

Fiduciary Failure? Lessons From the American Airlines ESG Lawsuit

In this episode, Scott and Marc chat about a recent lawsuit filed by an American Airlines pilot, which challenged the integration of ESG criteria into the company’s 401k plans. This opens up a wider discussion about the importance of transparency and fiduciary responsibility in retirement planning. Listen in as Scott explains the difference between fiduciary and suitability standards and why understanding this could help you make more informed investment choices. Tune in for practical insight...

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Episoder(100)

Inheriting the Nest Egg- What Pilots Need to Know

Inheriting the Nest Egg- What Pilots Need to Know

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Inheriting money can create oppor...

10 Sep 20min

Shiny Object Syndrome: The 401(k) Mistakes That Cost Pilots

Shiny Object Syndrome: The 401(k) Mistakes That Cost Pilots

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ It’s easy to get distracted by th...

3 Sep 16min

The 5 D’s of Retirement

The 5 D’s of Retirement

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ According to a recent Kiplinger a...

27 Aug 17min

Why Politics (and the Midterms) Are Bad Investment Policy

Why Politics (and the Midterms) Are Bad Investment Policy

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Politics and portfolios don’t alw...

20 Aug 15min

3 Key Money Moves for New Major Airline Pilots

3 Key Money Moves for New Major Airline Pilots

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Making it to a major airline can ...

6 Aug 14min

3 Key Moves for Pilots Over 50

3 Key Moves for Pilots Over 50

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Hitting age 50 in the cockpit? Th...

30 Jul 15min

Trump Accounts Are Live: Should You Open One?

Trump Accounts Are Live: Should You Open One?

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ Wondering if these new “Trump acc...

23 Jul 17min

"The Market Is Expensive" - So What Do You Actually Do?

"The Market Is Expensive" - So What Do You Actually Do?

📱 Get your customized planning started by booking a call: http://callosborn.com/ ✈️ Order your no-cost Pilot Money Toolkit today: https://pilotmoneyguy.com/toolkit/ When the market keeps hitting new...

16 Jul 17min

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