Shows / Financial Flight Plan Podcast
Financial Flight Plan Podcast
Weekly investing and financial planning guidance with Tim Estes and Brie Reyes, CFP® in Fort Worth, TX
Episodes
- Financial Flight Plan Podcast
What Scares Investors More Than Halloween?
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds…
- Financial Flight Plan Podcast
Why Retiring In 2026 Is Different Than It Used To Be
Retirement planning today doesn't look like it did even a decade ago, let alone the way it looked for our parents. On this episode, we’ll give you 5 realities…
- Financial Flight Plan Podcast
Giving Your Financial Plan a Bird's-Eye View
Every October, hundreds of hot air balloons rise over Albuquerque for the largest balloon festival in the world. No two pilots fly the exact same path, and…
- Financial Flight Plan Podcast
Why People Keep Working In Their Retirement Years
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep…
- Financial Flight Plan Podcast
Keep It or Toss It? A Financial Document Checklist
Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably…
- Financial Flight Plan Podcast
The Financial Worries That Keep People Up at Night
When it comes to financial planning, everybody has something that bothers them. Today we're walking through some of the most common pain points we see and the…
- Financial Flight Plan Podcast
The 5 D's of Retirement Planning
Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same…
- Financial Flight Plan Podcast
What Your 4th of July Traditions Can Teach You About Money
This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot…
- Financial Flight Plan Podcast
OpenAI, SpaceX, and You — Should You Care About the IPO Boom?
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it…
- Financial Flight Plan Podcast
54 Million Workers Had No Retirement Plan. That Just Changed
There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to…
- Financial Flight Plan Podcast
Why Spending in Retirement Is Harder Than It Sounds
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you…
- Financial Flight Plan Podcast
Tax Mistakes New Retirees Make
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and…
- Financial Flight Plan Podcast
Risk Tolerance: Preparing for Market Turbulence
Some people love a thunderstorm. Others panic when the clouds roll in. Today, we’re talking about risk tolerance through the lens of weather. There’s nothing…
- Financial Flight Plan Podcast
What's Changing in 2026 (And Why It Matters to Your Money)
What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates…
- Financial Flight Plan Podcast
What White Christmas Teaches Us About Retirement
Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a…
- Financial Flight Plan Podcast
What Thanksgiving Traditions Teach About Retirement
From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most…
- Financial Flight Plan Podcast
Retirement Health Care Costs Just Jumped Again (2025 Update)
Fidelity just released their 2025 Retiree Health Care Cost Estimate. The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem?…
- Financial Flight Plan Podcast
The Hidden Medicare Penalty You Might Be Paying
Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by…
- Financial Flight Plan Podcast
If I Won’t Live to 90, Should I Claim Social Security Early?
If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that…
- Financial Flight Plan Podcast
Gen X, It's Your Turn to Think About Retirement
Cue the mixtape of Nirvana, Madonna, and Prince… Gen X, it’s your turn to get ready for retirement. And the stakes are high. You were the first 401(k)…
- Financial Flight Plan Podcast
Control the Controllables
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the…
- Financial Flight Plan Podcast
Tactile Management vs Passive Management: What's Right for You?
If you’ve ever felt uncertain about what your investment strategy should look like, especially in today’s rapidly changing economic landscape, you are…
- Financial Flight Plan Podcast
Looking Back at Past Market Meltdowns
It's been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve…
- Financial Flight Plan Podcast
How a Reduction in Force is Impacting Federal Employees
Lately, headlines have been filled with news about federal employees- layoffs, uncertainty, and growing concerns, especially for those nearing retirement. If…
- Financial Flight Plan Podcast
American Airlines Layoffs & Furlows - How to Prepare
In this episode, we welcome back a familiar voice, Tim Estes, CEO of Estes Financial and former American Airlines Captain. It's been a difficult year for the…
- Financial Flight Plan Podcast
Strategies to Claim the Most in Social Security
Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a…
- Financial Flight Plan Podcast
Most Americans Are Forced to Retire Early - Are You Ready?
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force…
- Financial Flight Plan Podcast
5 To-Dos for Year End Planning
We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the…
- Financial Flight Plan Podcast
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released…
- Financial Flight Plan Podcast
For Couples, Retirement Planning is a Team Sport
Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll…
- Financial Flight Plan Podcast
Your Guide to Medicare's Open Enrollment Plan
The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close…
- Financial Flight Plan Podcast
Is This 'Retire on $42/month' Article Clickbait?
Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a…
- Financial Flight Plan Podcast
Adventure Awaits! Retirement Travel Planning
One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of…
- Financial Flight Plan Podcast
Retiree Insurance: The Basics You Must Know
While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance…
- Financial Flight Plan Podcast
Steering Clear of Retirement Stress
Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the…
- Financial Flight Plan Podcast
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps…
- Financial Flight Plan Podcast
The Best Kept Secret in 401(k)s
401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as…