PODCAST
Gen X Pilots, It’s Your Time To Think About Retirement
If you're a pilot between your mid-40s and early 60s, it’s time to get serious about what retirement will look like for your generation.
Rethink Your Thinking: The Case for Whole Life Insurance
In this special episode, we’re sharing Ryan’s recent appearance on the Wealth Warehouse podcast, where he sat down with David Befort and Paul Fugere to talk about whole life insurance, infinite banking, and why these strategies deserve a second look.
The Truth About Today’s Mortgage Market with Kelly Phillips
Why do today’s mortgage rates feel worse than they really are? When it comes to real estate and mortgages, timing and perspective make all the difference.
Autopilot to Retirement? What Pilots Need to Know About Target-Date Funds
In this episode, Ryan breaks down why target-date funds, despite their popularity, might not be the best fit for pilots navi-gating toward retirement.
Unlock Refunds Using 2025 Solar Credits with Ed Lyon
What if you could get a tax refund from 2022, using a move you make in 2025? In this episode, Ryan sits down with one of the biggest names in tax strategy: Ed Lyon.
What Pilots Miss About Money Discipline
In this episode, Ryan answers a smart listener question about legacy planning, life insurance, and tax-efficient wealth transfer.
What Pilots Miss About Money Discipline
Today, Ryan explores how personal wiring, background, and mindset influence financial behavior. Drawing
Mailbag: Trading Options? Think Again, Captain
Today’s story is all too familiar: a pilot nearing retirement, intrigued by a cockpit conversation about options trading, only to watch his portfolio nosedive.
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.






