PODCAST
Why Better Questions Build Better Retirements
Most people think the key to better retirement planning is getting better answers, but Ryan argues it really starts with ask-ing better questions.
Planning for Retirement When You Marry Later in Life
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?
Turkey, Touchdowns, and Tax Planning?
This week, Thanksgiving takes center stage and your finances get a seat at the table!
American Airlines Market-Based Cash Balance Plan: Should AA Pilots Opt-In?
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.
The Airline Pilot’s Hidden Tax Problem: Avoid a Massive RMD Shock
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
Flying Through Inflation: What Pilots Should Know About Mortgages and Interest Rates
In this episode, Ryan sits down with Christopher Zarnik, a fellow FedEx pilot and mortgage broker, to unpack today’s housing and lending landscape.
Fuzzy Math Is Sabotaging Your Financial Future
You’ve probably said it before: “I ran the numbers; I should be fine.” But what if your math is lying to you
If I Won’t Live to 90, Should I Claim Social Security Early?
In this episode, Ryan discusses how life expectancy, health, pensions, and even your trust in the system can shape the right Social Security decision.
PODCAST
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.
2025 Year In Review: What Actually Mattered for Your Money
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.
Cash Balance Plan or HRA? A Tough Call for United Pilots
The election window for 2027 Pilot Contributions is open until December 31 for the proposed United Airlines Pilot Cash Balance Plan (the ‘CBP’).
The 5 Retirement Questions Smart People Ask
In this episode, Ryan continues last week’s discussion on elevating the retirement planning conversation for pilots
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