Planning for Retirement When You Marry Later in Life

By |2025-11-21T15:15:39+00:00December 4th, 2025|Podcasts|

Getting married in your 50s often means you’re combining lives, but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own?

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American Airlines Market-Based Cash Balance Plan: Should AA Pilots Opt-In?

By |2025-11-19T19:59:57+00:00November 19th, 2025|Podcasts|

If you’re an American Airlines pilot, you’re facing a major decision: whether to participate in the newly announced Mar-ket-Based Cash Balance Plan.

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The Airline Pilot’s Hidden Tax Problem: Avoid a Massive RMD Shock

By |2025-11-13T19:23:07+00:00November 13th, 2025|Podcasts|

This Veterans Day episode of The Pilot’s Advisor features Zach Smith from Pilot Tax for a deep dive into one of the biggest challenges facing airline professionals: retirement tax planning

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Flying Through Inflation: What Pilots Should Know About Mortgages and Interest Rates

By |2025-10-21T17:41:55+00:00October 30th, 2025|Podcasts|

In this episode, Ryan sits down with Christopher Zarnik, a fellow FedEx pilot and mortgage broker, to unpack today’s housing and lending landscape.

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If I Won’t Live to 90, Should I Claim Social Security Early?

By |2025-10-07T16:11:33+00:00October 16th, 2025|Podcasts|

In this episode, Ryan discusses how life expectancy, health, pensions, and even your trust in the system can shape the right Social Security decision.

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What To Know About The “First Year Rule” Of Retirement

By |2025-09-25T16:37:40+00:00September 25th, 2025|Podcasts|

Today, Ryan explores how to navigate this critical phase, offering practical insights to help you create a strong foundation for a retirement that’s rewarding, balanced, and full of purpose.

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