GVUL Experiment October 2024 Update (Part 5)

Did you notice that I forgot to check my balances and obsess over my GVUL investments on September 1st? I did, but not until nearly the end of the month. I’m proud of myself for that.

GVUL Experiment August 2024 Update (Part 4)

Part 4 in our series about GVUL investing experiment. I also discuss some of things I did in July that were more valuable than picking stocks.

GVUL Experiment July 2024 Update (Part 3)

The first monthly update in our GVUL Investing Experiment uncovers some interesting points!

GVUL Investing Experiment Initial Conditions (Part 2)

Our GVUL experiment is finally started with $1000 invested in each of four funds. Two are within the MetLife GVUL, and two are in passive, low-fee, index funds at traditional brokerages.

Widget Pilots’ GVUL – Part 2

Part 2 for Delta pilots’ GVUL discusses the investing option. This comes with some heavy fees, offset in many cases by some amazing tax advantages. We run some actual numbers to decide if (when) using the GVUL might be a good choice.

Widget MBCBP Final Update

One last update on the MBCBP before the deadline for deciding whether you want to participate or not.

MBCBP Participants Get a $330K Control Loophole

I just realized we’ve always had a loophole that gives us significant control over how much money goes into our MBCBP each year. This should relieve you.

MBCBP – Detailed Update w/ Zoom Links

Important MBCBP updates, including links to two upcoming zoom discussions.

PMTB on White Coat Investor

I just had the privilege of appearing on Episode 186 of the White Coat Investors podcast. Check out yours truly spreading the message of Pilot Math with someone who’s been helping high income professionals fill their own Treasure Baths for years! Jim Dahle, the WCI, has a truly impressive ecosystem of content aimed at helpingContinue reading “PMTB on White Coat Investor”