FedEx Pension, Windfalls, and the Pilot’s Legacy Playbook

By |2026-02-02T19:56:48+00:00February 12th, 2026|Podcasts|

In this episode, Ryan and Dave Befort talk through the money moments FedEx pilots face when contracts, pensions, and career milestones converge.

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Southwest’s New NEC Roth Option: What Pilots Must Know

By |2026-01-05T16:42:15+00:00January 5th, 2026|Podcasts|

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.

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Planning for Retirement When You Marry Later in Life

By |2025-11-21T15:15:39+00:00December 4th, 2025|Podcasts|

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?

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