Cleared Direct®  |  S1:EP1

Pilots – Why Are We So Cheap?

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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This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.