PODCAST
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
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
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.
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