Podcasts2025-09-16T17:06:48+00:00

PODCAST

Markets & War: What Investors Should Know

March 3rd, 2026|Tags: , , , , , , , , , , , , |

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.

Financial Lessons from a Snow Day

February 19th, 2026|Tags: , , , , , , , , , , |

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

February 12th, 2026|Tags: , , , , , , , , , |

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

February 5th, 2026|Tags: , , , , , , , , |

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?

January 29th, 2026|Tags: , , , , , , , , , , |

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

January 22nd, 2026|Tags: , , , , , , , , , , , |

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?

January 15th, 2026|Tags: , , , , , , , , , , , |

Having two financial advisors might seem like you’re getting twice the wisdom, but it often creates confusion instead of clarity.

PODCAST

Life Insurance For Pilots: Term, Whole, or Universal Life?

April 2nd, 2026|Tags: , , , , , , , , , |

In this episode, Ryan walks through how life insurance decisions evolve over time and why what worked earlier in your career may not hold up as retirement approaches. Tune in to hear the key differences between term, whole, and universal life, and how it may impact your retirement.

War with Iran, Energy Prices, and Your Money: What You Need to Know

March 26th, 2026|Tags: , , , , , , , , , , |

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

March 19th, 2026|Tags: , , , , , , , , , , , , , , , |

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

March 12th, 2026|Tags: , , , , , , , , , , , , |

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.

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