The Pilot’s Advisor Podcast

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/

Where Financial Advisors Drop The Ball

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing…
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Pilot-Tax Website: https://pilot-tax.com/
Pilot-Tax Phone Number: 317-984-7666
 
Check out Episode 56 and Episode 57 with Zach Smith, as mentioned on today's episode.

Retirement Is As Easy As A Jigsaw Puzzle

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Living The Dream & ”Noodling” Around In Retirement

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about… Walter will also teach Ryan about the joys of "noodling around" when on vacation.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Analyzing Dave Ramsey‘s Advice

Ryan and Walter discuss a recent article that says listeners of Dave Ramsey should disregard some of his tips and tricks. The two look at each point and Ryan offer his insight into what tips he believes may or may not be beneficial.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Answering Questions From Listeners

Ryan answers questions submitted by listeners on an assortment of financial planning topics.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Spotting Red Flags In Your Finances

Depending on your answers, the questions we cover on today’s show might raise red flags about your finances… Also, Ryan shares with us a big change in his life.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Show Notes & Info:
Website: https://retirepilots.com/
Free Webinar: https://retirepilots.com/videos/
Toolkit: https://3mvamj4f.pages.infusionsoft.net/