PODCAST
The Pros & Cons of the New Trump Savings Accounts
On the surface, Trump Accounts look like a win: free money for newborns, long-term investing, and a built-in head start toward adulthood.
Financial Lessons from a Snow Day
Ryan connects familiar winter moments to smarter long-term thinking, reminding us why preparation matters before the storm hits.
FedEx Pension, Windfalls, and the Pilot’s Legacy Playbook
In this episode, Ryan and Dave Befort talk through the money moments FedEx pilots face when contracts, pensions, and career milestones converge.
Demystifying Backdoor Roth IRAs with Zach Smith
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.
I’m 62: Should I File For Social Security Or Wait?
Filing now could put money in your pocket sooner, or it could quietly cost you tens of thousands over a lifetime.
Am I Behind in My Retirement Savings? Here’s What You Can Do
Ryan unpacks why comparison is not a retirement plan, and how it can distort what “behind” really means.
Should You Have More Than One Financial Advisor?
Having two financial advisors might seem like you’re getting twice the wisdom, but it often creates confusion instead of clarity.
Southwest’s New NEC Roth Option: What Pilots Must Know
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.
PODCAST
War with Iran, Energy Prices, and Your Money: What You Need to Know
In this episode, Ryan breaks down how markets are reacting to the ongoing conflict in Iran and what investors should be paying attention to right now.
Tax Mistakes New Retirees Make
Ryan unpacks some of the most common retirement tax mistakes and how they show up in real life.
And the Oscar Goes To… Your Retirement Strategy
Ryan takes inspiration from Hollywood’s biggest night and hands out a few “Academy Awards” of our own to the strategies and habits that make a retirement plan truly successful.
Markets & War: What Investors Should Know
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.
YouTube
Apple Podcasts
Spotify
Amazon Music
iHeartRadio
TuneIn
