Shows / The Pilot’s Advisor Podcast
The Pilot’s Advisor Podcast
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
Episodes
- The Pilot’s Advisor Podcast
The Infinite Banking Concept: A More Flexible Approach To College Savings
Today we are back with David Befort, the CEO of Max Performance Financial. We find that many of our clients are using 529 plans to prepare for their children's…
- The Pilot’s Advisor Podcast
The Secret Banks Don’t Want Pilots To Know: How To Create YOUR OWN Banking System
David Befort joins us on today's show. David is the CEO of Max Performance Financial where his mission is to help his clients control their own money. We will…
- 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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
Is There Greener Grass On The Other Side?
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the…
- The Pilot’s Advisor Podcast
The Retirement Marathon: Finishing The Race
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities between getting to the finish line in racing and…
- The Pilot’s Advisor Podcast
How Money Ads Catch Your Attention
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads…
- The Pilot’s Advisor Podcast
Retirement Planning From A Psychologist’s Point Of View
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an…
- The Pilot’s Advisor Podcast
Tough Topic: Retirement & Divorce
Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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?…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- 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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- 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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
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…
- The Pilot’s Advisor Podcast
Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their…
- The Pilot’s Advisor Podcast
The Double-Edged Sword
Many financial circumstances that you’ll find yourself in have both positive and negative aspects. Decisions that you can make have both good and bad…
- The Pilot’s Advisor Podcast
Financial Fact Or Fiction
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play…
- The Pilot’s Advisor Podcast
Revealing The Financial World’s Dirty Little Secrets
If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most…
- The Pilot’s Advisor Podcast
Where Crisis & Opportunity Meet
To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means…
- The Pilot’s Advisor Podcast
The Status Of The American Pension Plan
Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you…
- The Pilot’s Advisor Podcast
Kids Playing For Kids Charity
On this week's show, we invite Jan "Tav" Tavrytzky to talk about his organization, Kids Playing For Kids. He initially started this organization to be more…
- The Pilot’s Advisor Podcast
How I Lost My Retirement
In March of 2020, the market took a huge downturn with the news of the Coronavirus. Since the massive drop, the market has been performing very well since that…
- The Pilot’s Advisor Podcast
Money Lessons From The Richest Musicians
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning…
- The Pilot’s Advisor Podcast
2021 Tax Tips With Zach Smith
After his introduction last week, Zach Smith joins us again to answer some common questions people have about their taxes this year. Show Notes & Info: Fleming…
- The Pilot’s Advisor Podcast
Introducing Zach Smith & Pilot-Tax
Ryan introduces his new partnership with Zach Smith and his firm, Pilot-Tax. They discuss their new partnership together, and Zach gives insight into how his…
- The Pilot’s Advisor Podcast
This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those. Show Notes & Info: Fleming FG Website…
- The Pilot’s Advisor Podcast
Can We Invest Like Billionaires?
Most billionaires aren’t shy about doling out advice, quipping about what makes them successful, or trying to inspire those who seek to be like them. But with…
- The Pilot’s Advisor Podcast
Lessons From The Market Crash Hall Of Fame
Let’s see what lessons can be learned from the most famous market crashes in United States history. From Black Tuesday to the Coronavirus pandemic, we'll take…
- The Pilot’s Advisor Podcast
The Outlandish Things That Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why… Show Notes & Info…