Скачать или смотреть #21 - Flight Plan for Finances: Financial Planning and Strategies for Pilots with Jesse Reed

On this episode of Passive Income Pilots, Tait & Ryan interview Jesse Reed.

CDR Jesse Reed graduated from Olathe East High School in 1998 and went on to graduate from the United States Naval Academy in 2002 with a Bachelor of Science in Political Science. He reported to NAS Pensacola for flight school, then to NAS Lemoore, CA for initial training in the F/A-18C Hornet, then to his first operational tour with the VFA-147 Argonauts and deployed aboard the USS JOHN C STENNIS in support of Operations Enduring and Iraqi Freedom. After graduation, he served as an instructor at the Strike Fighter Weapons School Pacific and was a Navy Subject Matter Expert on F/A-18 Combat Systems. He is currently attached to the Naval Operational Support Center in Kansas City and has accumulated 2,500 flight hours and 300 carrier arrested landings, and has been awarded various personal, unit, and service medals. In his civilian life, CDR Reed has accumulated over 7,000 hours of commercial flight time as a pilot for a major national airline, as well as wealth manager for several prominent financial planning firms. Currently, Reed is a private wealth manager for the local independent advisory firm, Creative Planning.

Jesse shares his personal journey of transitioning from the Navy to the airline industry and the finance industry. He talks about how he helps pilots with their financial planning as a Certified Financial Planner. Jesse explains the vision behind Creative Planning and its role in assisting pilots with incorporating uncorrelated assets into their investment portfolios, among others. He also provides real-life examples of pilots' financial situations, emphasizing understanding their plans and dreams, and the importance of maintaining regular communication with clients.

Enjoy the show!

Show notes:
[0:00] Intro
[2:22] Jesse's life journey from joining the Navy, the airline industry, and the financial planning world
[4:26] The Top Gun movie vs real-life Top Gun
[5:41] Experience as the Top Gun
[9:00] Transition to the airline industry
[16:05] Following Plan B
[18:01] How Jesse helps pilots with financial planning
[23:38] Walkthrough of the process with Creative Planning
[29:16] The vision behind Creative Planning
[30:23] Financial planner and financial advisor
[38:22] Real estate as part of a portfolio
[41:48] Real-life examples of pilots' financial situations
[44:49] Reflection on working with financial advisors
[47:07] How they keep in touch with clients
[53:06] How to connect with Jesse
[54:09] Outro


Connect with Jesse:
LinkedIn:   / jesse-reed-cfp®-bfa™-a265b335  
Email: [email protected]

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Reach out to the hosts:
Tait Duryea
CEO Turbine Capital
https://www.turbinecap.com

Ryan Gibson
CIO Spartan Investment Group
https://www.spartan-investors.com