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Title
1

Spirits Down: How to Survive Tough Times Without Self-Sabotage

2

3 Mistakes Pilots Make with Their 401k

3

The $400K Rule: When Pilots Need To Rethink Their 401(k) Strategy

4

The “ACE Method” for Pilot Investing

5

Your Tax Return Is a Report Card- Are You Passing?

6

Financial Lessons From Artemis Mission

7

What March Madness Teaches About Your Money

8

Is It Better To Be Good or Lucky In Investing?

9

Where to Put Money Other Than A 401K

10

Geopolitical Tension: Invest or Pull Back?

11

The Backdoor Roth: A Powerful Strategy For High-Income Pilots

12

Pilot Taxes: Tax Filing vs Planning (And Why It Matters)

13

What to Expect When You Become A Financial Planning Client

14

Should Geopolitics Drive Your Investing?

15

Should Pilots Listen To Economists In 2026?

16

Trump Accounts: Free Money or Future Headache?

17

401(k) Contribution Limits for 2026: What Pilots Need to Know

18

Year-End Financial Reflection & Planning For 2026

19

United Airlines Cash Balance Plan: Allocating Your Contributions

20

2026 Key Planning Numbers Every Pilot Should Know

21

MBCB Plan for American Airlines: Should You Opt In or Not?

22

Thanksgiving, Gratitude & Growing Wealth: Essential Pilot Financial Strategies

23

Automating Savings Outside of 401k For a Smarter Retirement

24

Delta Pilots: Unlocking the Power of Your NQDC Plan

25

The Market Is Scary Good. What Does That Mean For You?

26

Are Bonds Back? What Pilots Need To Know in 2025

27

401(k) Misconceptions: What Pilots Need to Know About Taxes, Contributions & Strategy

28

Should You Have More Than One Financial Advisor?

29

That Didn’t Age Well: Investment Predictions Gone Wrong

30

The Truth About Downsizing in Retirement

31

Are September & October Really Bad Months to Invest?

32

How To Catch Up If You're Late To The Retirement Party?

33

College or Retirement? Why Many Parents Are Sacrificing Too Much

34

Are You Wealthier Than You Think? 5 Wealth-Building Habits for Pilots

35

Pilots: Can You Pass This Retirement Planning Quiz?

36

Top 3 Rental Property Mistakes Pilots Should Avoid

37

The 7 Deadly Investment Sins (Pt. 2) Fear, Greed & Impatience

38

The 7 Deadly Sins of Investing (Pt. 1) – Market Timing, Diversification Mistakes & More

39

Investing During All-Time Highs: Strategies For Success

40

Financial Advisor Reacts To Dave Ramsey’s 9-Step Retirement Plan

41

The Big Beautiful Bill Breakdown: What It Means For You

42

5 Types of Independence Every Retiree Needs

43

Smarter Estate Planning: Why You Need a Plan Now

44

Retirement Breaking News: The 4% Rule Gets a Makeover?

45

The Lazy Way to Retire? Let’s Talk Target-Date Funds

46

5 Ways Wishful Thinking Can Damage Your Retirement

47

Why Type A Investors Should Probably Do Less

48

Am I Saving Too Much For Retirement?

49

Are We Headed Towards a Recession? How to Prepare Yourself

50

Retirement Lessons From The Masters (Part 2)

51

Retirement Lessons From The Masters (Part 1)

52

Liberation Day: Is 2025 A Bad Time To Retire?

53

Infinite Banking: The Smarter Way to Build Wealth

54

How Side Gigs Impact Your Retirement Portfolio

55

Do Smart Investors Need a Financial Advisor?

56

What Do Proposed Tariffs Mean For Your Portfolio?

57

Money Questions Every Couple Needs To Discuss

58

Need Cash Fast? The Best (and Worst) Ways for Pilots to Borrow Money

59

Should You Own Airline Stock?

60

What Pilots Should Do With Their Profit-Sharing Bonus

61

Fiduciary Failure? Lessons From the American Airlines ESG Lawsuit

62

Additional Places to Save Beyond Your 401(k) in 2025

63

Where Pilots Should Contribute Their Earnings In 2025

64

United Airlines Pilots Reject Their 2024 Contract?

65

What Fed Rate Cuts Could Mean for Your Finances in 2025

66

End of Year Financial Planning for Airline Pilots

67

Protecting Your Finances During Airline Turmoil

68

Got A Side-Hustle? Make Sure You Learn About BOIR E-Filing

69

Post-Election Check In: Talking TCJA, DOGE, Tariffs & More

70

What Elections Mean For Taxes

71

Do Elections Really Impact Your Investments?

72

Career Contingency Strategies for Pilots

73

Disability & Long-Term Care Planning for Pilots

74

Contingency Planning- Creating Your “When I Die” Plan

75

What Is Contingency Planning? (And Why It’s Important!)

76

Tax Prep Vs Tax Planning: What’s The Difference?

77

What You Need To Know About Fed Rate Cuts (Sept 2024 Update!)

78

Dealing with Market Volatility

79

Tax Planning: 401k Vs Roth 401k

80

Understanding Interest Rates and Stock Investments

81

Election Cycles & Your Investments: What Pilots Need to Know

82

Traditional vs. Roth IRA: What You Need To Know!

83

Investing 101 For Pilots!

84

Navigating The Financial Red Zone

85

Welcome To The Wealthy Pilot's Podcast!