The Pilot’s Advisor Podcast

Should An Advisor Tailor A Plan To Fit Your Personality?

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Should I Pay Off The House?

For many people, their house is the largest asset they own. Many people wonder if they should pay off their house before they go into retirement, or if it's okay to still carry a mortgage in this phase of life. Ryan will give us some considerations when making this important decision and some common situations he sees with his clients.
Show Notes & Info:
Home Equity PDF: https://bit.ly/42PZJo2
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Pilot Tax Tips: Moves To Make for 2023 and Beyond

It’s tax season once again and that means Zach Smith of Pilot Tax is back for another episode to help break down some of the tax moves we should be considering for this year and beyond. Join Zach and Ryan as they analyze what future tax rates might look like, how the Secure Act 2.0 legislation could impact your bottom line, and whether it’s wise to over fund a 529 plan.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Moving Your Retirement Goalposts: Is It Worth The Risk?

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

What’s Your Biggest Financial Fear?

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

2023 Edition: 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. In a non-financial topic, Ryan shares his thoughts as a former football player on what it was like to watch Buffalo Bills player Damar Hamlin suffer cardiac arrest on the field.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

New Year Musings: What Financial ”Stuff” Should Capture Your Attention In 2023

As we turn the page to a new year, Ryan looks back at lessons learned from 2022 and analyzes predictions for what 2023 will bring. We'll touch on taxes, inflation, the stock market and topics specific to the airline industry.
Show Notes & Info:
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/

Level Up Your Financial Knowledge: Stock Market Topics To Know

If you’ve ever wanted to just learn a little more about investing in the stock market, this episode is for you. We’re going to cover some of those terms you’ve probably heard before, but perhaps never truly knew what they meant.
Show Notes & Info:
Webinar linkhttps://retirepilots.com/2022/11/how-to-survive-a-bear-attack/?inf_contact_key=374777225ed5fcfe65812a763a9df2cf
Link to NASDAQ, DOW and S&P 500:https://www.nasdaq.com/
https://www.dowjones.com/
https://www.spglobal.com/en/
Retire Pilots Website - https://retirepilots.com/
Retirement Toolkit - https://retirepilots.com/toolkit-2/
Pilot Tax - https://pilot-tax.com/