Global tensions have escalated following the conflict in Iran, and investors are feeling the ripple effects. In this timely conversation, Ryan shares perspective on how markets typically respond to war, why uncertainty creates volatility, and why emotional decision-making can be costly. While headlines quickly shift from one crisis to the next, the core principles of investing remain the same: discipline, patience, and long-term thinking.
On the surface, Trump Accounts look like a win: free money for newborns, long-term investing, and a built-in head start toward adulthood.
Ryan connects familiar winter moments to smarter long-term thinking, reminding us why preparation matters before the storm hits.
In this episode, Ryan and Dave Befort talk through the money moments FedEx pilots face when contracts, pensions, and career milestones converge.
Ryan is joined by Zach Smith of Pilot Tax to discuss why many high-income pilots run into Roth limitations and what that means for long-term planning.
Filing now could put money in your pocket sooner, or it could quietly cost you tens of thousands over a lifetime.
Ryan unpacks why comparison is not a retirement plan, and how it can distort what “behind” really means.
Having two financial advisors might seem like you’re getting twice the wisdom, but it often creates confusion instead of clarity.
With little advance notice, Southwest rolled out a new NEC Roth option that allows company contributions to flow into a Roth 401(k), creating a powerful opportunity for long-term tax-free growth. Here's what you need to know.
2025 was loud… tariffs, market swings, tax headlines, and nonstop uncertainty. But not everything that made the news actually mattered for your long-term plan.
Check the background of your financial professional on FINRA’s BrokerCheck.
The Pilot’s Advisor” LLC is a registered investment advisor with the United States Securities and Exchange Commission and only conducts advisory business in states where it is properly notice-filed or otherwise excluded or exempted from notice-filing requirements. To get our most updated registration details, please click this link. Registration as an investment adviser does not imply a certain level of skill or training.
Podcasts and other materials made available on this site may contain opinions of the speaker, which are made as of the date of publication and are subject to change. These materials are provided for informational and educational purposes only and should not be construed as individualized advice. All visitors should consult with the professional(s) of their choosing regarding the appropriateness of the discussed topics and methods to their personal situation.
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, retirement savings, employer contribution rates, retirement plan investment options, coordination with the client and the client’s other engaged professionals, market conditions, and other factors.
The corporate logos featured on our website are used to indicate that we have assisted numerous employees from these companies. These logos and other protected marks are owned by and used with the permission of their respective owners. Our use of these logos does not imply endorsement, affiliation, or sponsorship by the respective companies.
There can be no guarantee that future clients will have the same experience or outcomes as prior or current clients. Past performance and clients results do not guarantee future outcomes. All investing comes with risk, including risk of loss.
**32,000 equity positions across 42 countries measured as of May, 2025 across all investment portfolios made available through The Pilot’s Advisor. These totals include equity and geographic exposure obtained through pooled investment vehicles.
Copyright 2021 – 2026 | All Rights Reserved | Powered by Sharp Digital Marketing
Check the background of your financial professional on FINRA’s BrokerCheck.
The Pilot’s Advisor” LLC is a registered investment advisor with the United States Securities and Exchange Commission and only conducts advisory business in states where it is properly notice-filed or otherwise excluded or exempted from notice-filing requirements. To get our most updated registration details, please click this link. Registration as an investment adviser does not imply a certain level of skill or training.
Podcasts and other materials made available on this site may contain opinions of the speaker, which are made as of the date of publication and are subject to change. These materials are provided for informational and educational purposes only and should not be construed as individualized advice. All visitors should consult with the professional(s) of their choosing regarding the appropriateness of the discussed topics and methods to their personal situation.
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, retirement savings, employer contribution rates, retirement plan investment options, coordination with the client and the client’s other engaged professionals, market conditions, and other factors.
The corporate logos featured on our website are used to indicate that we have assisted numerous employees from these companies. These logos and other protected marks are owned by and used with the permission of their respective owners. Our use of these logos does not imply endorsement, affiliation, or sponsorship by the respective companies.
There can be no guarantee that future clients will have the same experience or outcomes as prior or current clients. Past performance and clients results do not guarantee future outcomes. All investing comes with risk, including risk of loss.
**32,000 equity positions across 42 countries measured as of May, 2025 across all investment portfolios made available through The Pilot’s Advisor. These totals include equity and geographic exposure obtained through pooled investment vehicles.
Copyright 2021 – 2026 | All Rights Reserved | Powered by Sharp Digital Marketing
