The Pilot’s Advisor Podcast

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Advice If You Feel Panic About The Current Stock Market & Economy

Are you feeling worried or experiencing any sense of panic as you watch the stock market go up and (mostly) down these days? Does the state of the economy add to your personal stress? These could all be signs you don't have a great financial plan in place that's built to weather the kinds of storms we're in at this moment. On this episode, Ryan shares a helpful perspective aimed to limit any anxiety you feel during market downturns and times of uncertainty.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success…

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan And What To Do If The Balance Is Out Of Whack

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Market Update From A Cruise

We have a bit of a different show for you today. Ryan is currently on a cruise in the Mediterranean and Walter is on a beach in South Carolina, but they carved out some time to provide an update on what's going on in the market.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Do You Concur? Picking Sides In Important Financial Debates

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. 

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Bear Market Council

On this episode, Ryan will discuss the bear market we have been experiencing this year and why now is not the time to panic.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Two Cow

Ryan brings on a special guest, Jesse "Two Cow" Barnes, to swap some flight stories and to share Two Cow's weight loss journey.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Two Cow on Instagram - https://www.instagram.com/fatsalmon123/

A Random Walk Down Wall Street With Lee Hyder

Times are turbulent in the market right now and many people feel panicked about their portfolios. We bring on Lee Hyder to discuss why volatile times are not as big of a deal as they seem and the importance of thinking logically in these rough patches.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Keeping Perspective In A Bear Market

Ryan breaks down the recent downturn in the stock market to look historically at bear markets, when they lead to recessions, and how to digest all of this as it relates to your own financial plan.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Should Investing Be Boring?

Let's face it. Nobody wants to be boring. We all want a little excitement in our lives. But what about when it comes to investing? In this episode, Ryan ponders if this is the one area where it's OK to be bored.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Market Timing: Is It A Legitimate Strategy For Pilots To Build Wealth?

The prospect of timing the market is so tempting. But so many people forget that you have to be right twice to do it properly. And being right twice is harder to accomplish than you think. On this episode, Ryan takes a hard look at timing the stock market to analyze whether it's a legitimate strategy for pilots to build wealth.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

The Retirement Diet: Fixing Unhealthy Financial Habits

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Common Housing Questions From Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Reasons You SHOULD Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Article Breakdown: Murky Issues That Make Retirement Planning Harder

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.

Show Notes & Info:

USA Today Article: https://bit.ly/3tdWyqs

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://retirepilots.com/toolkit-2/

Pilot Tax - https://pilot-tax.com/

Here We Go Again… More 1st Quarter Turbulence

We've been here before. For the third straight year, the first quarter of the year is seeing all sorts of market turbulence. We'll catch up with Ryan to find out how he's helping clients navigate through the market volatility, dealing with inflation, and what else he has his eye on in 2022.

Show Notes & Info:

Retire Pilots Website - https://retirepilots.com/

Retirement Toolkit - https://3mvamj4f.pages.infusionsoft.net/

Pilot Tax - https://pilot-tax.com/

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