The Pilot’s Advisor Podcast

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/

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/