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
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.
PODCAST
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.
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.
YouTube
Apple Podcasts
Spotify
Amazon Music
iHeartRadio
TuneIn
