In the inaugural episode of Cleared Direct, Captain Steve Lofgren and Laura McKnight, Director of Practice Development, discuss why it can be hard for pilots to undertake the financial planning process with a wealth manager. Steve shares his personal story as a former financial do-it-yourselfer who came to realize the value of professional fiduciary advice as his career advanced.
Cleared Direct is a monthly Aviation Financial Freedom podcast. Hosted by pilot Steve Lofgren and a featured guest, the podcast focuses on financial topics and information relevant to aviation professionals.
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