What To Know About The “First Year Rule” Of Retirement

By |2025-09-25T16:37:40+00:00September 25th, 2025|Podcasts|

Today, Ryan explores how to navigate this critical phase, offering practical insights to help you create a strong foundation for a retirement that’s rewarding, balanced, and full of purpose.

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Infinite Banking & Other Pilot Strategies with the Wealth Warehouse

By |2024-07-17T14:25:55+00:00July 18th, 2024|Podcasts|

The ​episode ​tackles ​financial ​strategies ​tailored ​specifically ​for ​pilots, ​covering ​everything ​from ​best ​practices ​in ​managing ​a ​pilot's ​401k ​to ​the ​principles ​of ​infinite ​banking.

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Mastering the Art of Simple Retirement Planning for Airline Pilots

By |2024-05-22T13:32:19+00:00June 6th, 2024|Podcasts|

Retirement planning doesn’t have to be overwhelmingly complicated. In fact, it doesn’t have to be as complicated as most people tend to make it. In this episode, we’re going to unravel some of the unnecessary complexities that are often woven into the fabric of retirement advice.

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Breaking Down the Details & Financial Impact of the New Southwest Airlines TA

By |2024-01-17T20:25:56+00:00January 17th, 2024|Podcasts|

This episode is going to delve into the significant new Tentative Agreement for Southwest Airlines pilots and break it all down so you know the most important details. By the end of the show, you should be up-to-date on the impact and the implications of the TA.

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Should You Take the New Delta GVUL Option?

By |2023-10-30T19:15:01+00:00October 30th, 2023|Podcasts|

Today we’re joined again by Dave Befort, our insurance expert, to talk specifically about some of the benefits that new Delta pilots are being offered in their new contract. This show isn’t exclusive to Delta pilots so there will be information that every pilot can benefit from, but we want to focus on the Group Variable Universal Life (GVUL) insurance option being offered.

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Rethinking Your Survivor Benefit Options with Dave Befort

By |2023-09-27T20:28:23+00:00September 28th, 2023|Podcasts|

Many of the FedEx and UPS pilots still have a pension and they often ask what to do about the survivor benefits. Many of them are inclined to lean towards the 50% survivor benefit, but that’s not typically the best option.

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