The Pilot’s Advisor Podcast

Mailbag Edition: Retiring Early - Moving To Cash - DIY Investing - Too Much Company Stock

We have a myriad of questions to answer on this episode from listeners. From retiring early to having way too much invested in company stock, we'll cover a lot of ground.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Ryan's Recent Travels & Accounting For Recency Bias In Investing

Ryan has done a lot of traveling lately and catches us up on where he's been and the lessons he's learned. Speaking of "recent" items, we'll also dive into a conversation about recency bias in investing and how it impacts many savers and puts financial plans at risk.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Mailbag Edition: Answering Some Of Your Pressing Questions To Kick Off 2020

On the first show of 2020, we're spending the whole show answering your questions from the "mailbag". We'll touch on how frequently your financial advisor should communicate with you, whether it's smart to move out of a paid-off house at the start of retirement, and retiring early at the age of 57.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Retirement Constants That Affect You

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?
Show Notes & Info:
Power Of Zero: https://www.amazon.com/Power-Zero-Revised-Updated-Retirement/dp/1984823078/ref=sr_1_1?keywords=power+of+zero&qid=1574796906&sr=8-1
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Will You Avoid These Critical Estate Planning Mistakes?

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Healthcare Solutions & Identity Theft From Space

Ryan takes a look at the political healthcare debate. We also explore a how a recent case of identify theft involves a space station. And a listener is tired of the market roller coaster. Ryan will take a look to see if it's time for her to get off the ride.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

How The 2020 Election Will Influence Investor Behavior

Have you ever wondered how elections impact the stock market? We'll take a look at what past data tells us about the volatility of the market during election cycles. We'll also explore whether or not the impending 2020 presidential election is impacting current investor psyche and behavior. Plus, in completely unrelated news, Ryan escorts some important items for the Backstreet Boys.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

What Makes Fleming Financial Different?

There are a lot of financial advising firms out there - so many that it can be easy to think that they're all the same. That idea could not be further from the truth. Choosing a financial advising firm can have a tremendous impact in how your portfolio is structured and invested. Let's take a look at how Fleming Financial Group stands out from the crowd.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Roth vs. Traditional Investment Options

If you don't know what a Roth IRA is or if your employer plan offers a Roth option, then this is the podcast for you. Despite its flexibility, tax savings and other benefits, Roth investment options are commonly overlooked by many savers and investors. On today's show, Ryan breaks down the comparison between Roth and traditional IRAs, 401(k)s, etc... and gives you some reasons to consider why paying tax on your money now might be better than deferring it to the future.
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038

Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Call: (843) 475-3038