Best Flight Plan Finance Podcasts (2024)

1
The Most Important Routine for Your Financial Success 46:32

2h ago46:32

46:32

In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an intervie…

1
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing 32:43

38m ago32:43

32:43

Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course and created a written financial plan before he finished training. The first six months out of training he focused on paying off his car, credit card debt and and a loan from family. Then he aggressively w…

1
74. Unlocking Sweet Spot Awards: Scoring Amazing Flight Deals with Allison Tackette 1:10:47

2h ago1:10:47

1:10:47

One of the most rewarding ways to get the most value from your points is booking sweet spot awards. These awards represent unique opportunities to book incredible flights at points prices that are a steal, but in order to take advantage of these sweet spots, you have to know what you're looking for. That's where award travel expert Allison Tackette…

1
Is This 'Retire on $42/month' Article Clickbait? 18:50

3h ago18:50

18:50

Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg. Article: https://www.fool.com/the-ascent/buying-sto…

1
WCI #377: Tax Payments and Savings 49:30

5d ago49:30

49:30

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with…

1
#69 - Sky-High Returns: Discover Off-Market Real Estate Gems with Sean O'Toole 40:39

25m ago40:39

40:39

Welcome aboard another episode of Passive Income Pilots! This week, Tait and Ryan are joined by Sean O'Toole, PropertyRadar.com founder, to discuss how pilots can find and invest in off-market rental properties. Sean shares his insights on leveraging public records, innovative strategies for contacting property owners, and the benefits of seller fi…

1
Love, Money and Index Funds 46:31

7d ago46:31

46:31

Index funds continue to dominate and appear to only be strengthening their case, so this week we’re talking indexing — an innovation pioneered by the late, great John Bogle. We also dive into some financial considerations when navigating divorce and one simple task that addresses the $473 billion Americans waste every year.…

1
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment 26:03

28m ago26:03

26:03

Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency she was $600,000 in debt. 5 years later she has received PSLF, reached a net worth of $500,000 and paid off $120,000 in student loans. Once she realiz…

1
73. The Secret to Booking Your Dream Safari: Budget, Locations, and Luxury (If You Want It) with Dr. Niki Topp 57:46

1h ago57:46

57:46

Dr. Niki Topp is a board-certified OB/GYN who is now retired from clinical practice. After moving to South Africa 8 years ago, her career focus switched toward philanthropy and opening her own small business. She is also the founder and director of a non-profit called Ithemba Ngemfundo, which focuses on improving early education in the townships of…

1
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts 48:43

17m ago48:43

48:43

We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means and if it is worth doing. We discuss high yield savings accounts and CDs and bonds. We close out the episode with Dr. Dahle sharing how his views and v…

1
#68 - Cruising to Success: Optimizing Your Short-Term Rentals with Airbnb Insider Daniel Rusteen 55:18

7d ago55:18

55:18

Welcome to another exciting episode of Passive Income Pilots! This week, Tait and Ryan are joined by Daniel Rusteen, a former Airbnb employee turned short-term rental expert. Daniel shares his insider knowledge on optimizing Airbnb listings to maximize revenue. From selecting the perfect market to managing properties remotely, Daniel’s unique persp…

1
There’s No Such Thing as Summer Vacation for Investing 47:29

15d ago47:29

47:29

Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning …

1
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School 30:04

26m ago30:04

30:04

This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3) institution when choosing a job. He feels so much freedom now that his loans are gone. After the interview we will talk about money and med school for Finance 101. This podcast is sponsored by Bob Bh…

1
72. Horses, Zebras, and Unicorns: Business Class Award Flight Edition (Part 2) 39:04

5h ago39:04

39:04

Is it possible to book four or more business class award tickets on the same flight? You might think it's outright impossible to get a deal like this, but in my experience, you have more options than you think. When you know what you're looking for and you have a strategy for getting it, you increase your chances of finding what you want. That's ex…

1
WCI #375: More Than Enough with Mike Piper 54:15

2d ago54:15

54:15

Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discussion today ranges widely and includes topics like what is going to happen with social security, what you should do after you have accumulated more money than you need, how to identify the right spendin…

1
#67 - Protecting Your Wings: What Pilots Need to Know with Dr. Dan Monlux 44:16

4d ago44:16

44:16

Welcome back to Passive Income Pilots! In this special "Friday for Flyers" episode, we're diving into a critical topic for every pilot – medical certifications and aeromedical issues. Today, we have the honor of hosting Dr. Dan Monlux, an experienced AME, former F-18 pilot, and founder of Wingman Med. Dr. Monlux brings a wealth of knowledge and exp…

1
#65 - Cashing In on Convenience: The Secret Economy of Vending Machines 50:49

5d ago50:49

50:49

Welcome to another exciting episode of Passive Income Pilots! We're diving into a fascinating and often overlooked passive income stream: vending machines. Our guest, Mike Hoffmann, also known as "Mr. Passive," shares his journey of creating a vending machine empire and how this low-barrier investment can yield significant returns. Whether you're a…

1
Shaping Your Legacy Through Your Finances 47:43

14d ago47:43

47:43

Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my in…

1
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes 21:44

16d ago21:44

21:44

Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first on the podcast two years ago when he got back to broke. He has saved and invested and lived frugally and now is totally debt free and also has a net worth of $275,000. Stick around after the episode f…

1
71. Horses, Zebras, and Unicorns: Business Class Award Flight Edition (Part 1) 30:41

5d ago30:41

30:41

In the world of points travel, you're probably familiar with the concept of a unicorn award. These are flights so rare they might as well be magical, mythical creatures because your chances of seeing one are slim to non-existent. Award flights, especially long-haul business class award flights, are not all created equal in terms of how easy they ar…

1
WCI #374: Asset Protection, 529s and the SAVE Plan 42:34

13d ago42:34

42:34

Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and then a few questions about 529 accounts and how to use them. Finally we discuss the SAVE Plan and the current and extremely generous governmental program…

1
#66 - Frequent Flyer Health Hacks from Special Forces Coach Alex Racey 35:50

22d ago35:50

35:50

In this episode we welcome special guest Alex Racey, a renowned personal performance coach with an extensive background in the military. The discussion focuses on the importance of maintaining physical and mental health, particularly for aviators, frequent flyers, and professionals who sit for long periods. Alex Racey, who served 25 years in the U.…

1
Looking to Create Wealth? Earn It! 46:23

28d ago46:23

46:23

As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share…

1
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors 22:24

13d ago22:24

22:24

Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard work, education and building the life you want. He started paying off his student loans during residency and hit the ground running building wealth directly out of training. After the interview we will …

1
70. From Bills to Boarding Passes: Mastering Expense Buckets for Maximum Points 53:42

12d ago53:42

53:42

Getting value from points comes down to two simple things: earning points (ideally as many as possible for the money you're spending) and using points (ideally as few as possible for any given award), so you can take more trips, save more money, and have more travel options available. It's time to dive deep into a simple approach for part one of th…

1
WCI #373: Getting Paid Fairly 48:26

22d ago48:26

48:26

Today on the podcast we are talking with Kyle Claussen from Resolve. He chats with Dr. Dahle about the importance of really advocating for yourself and your pay when starting a new job and signing a new contract. It is critical to negotiate until you feel confident and happy with any contract you sign. Many doctors are not paid what they are worth …

1
Adventure Awaits! Retirement Travel Planning 27:18

17d ago27:18

27:18

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in…

1
Beyond the Headlines: Taking Charge of Your Financial Future 49:08

1M ago49:08

49:08

Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.…

1
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs 33:55

25d ago33:55

33:55

Today we are talking with an ENT who has paid off $300,000 of student loans. This is a doc who was comfortable paying the loans off over time while he continued to save and invest and build wealth along the way. He and his wife put a lot of money toward their top priority, which was starting a family. Fertility treatments were expensive and came be…

1
69. Dream Travel and the Reverse Bucket List with Dr. Faryal Michaud 31:34

19d ago31:34

31:34

Whether it's sipping champagne in first class, watching the sunset in an overwater bungalow in the Maldives, or enjoying access to the best first-class airport lounges, there are some aspirational redemptions that always seem to get the most attention from points enthusiasts. But before you can turn your travel dreams into reality using points, you…

1
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions 37:22

1M ago37:22

37:22

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 401(k) game. Then we talk about if you can contribute to both a solo 401(k) and the TSP if you are in the military, we discuss 401(k) employer matching, concerns around losing a non-governmental 457b, w…

1
#64 - Shark Tank Pilot Episode: Nick Friedman's College Hunks Hauling Junk 39:39

25d ago39:39

39:39

Welcome back to another episode of Passive Income Pilots! In this episode, Tait Duryea and Ryan Gibson sit down with Nick Friedman, co-founder of College Hunks Hauling Junk, who appeared on the pilot episode of Shark Tank. Nick shares his journey from starting a small moving and junk removal business in college to building a multi-million dollar fr…

1
Trends That Are Changing Retirement 48:59

1M ago48:59

48:59

Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethi…

1
MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer 19:50

1M ago19:50

19:50

This pharmacist has paid off $286,000 of student loans with just over $200,000 of that in the last 15 months. How did he do it? He basically doubled his income by getting a higher paying job and working a side gig in retail pharmacy on the weekends. He said getting that debt off his shoulders has felt incredible and he is loving not having to work …

1
68. Racking Up Points with Chase Spending Offers 21:53

26d ago21:53

21:53

If you have a high monthly credit card spend and want to leverage these expenses to earn even more points, this episode is for you. Signup bonuses are the easiest way to earn a huge points return for every dollar spent, but what I'm sharing today allows you to expand upon this strategy, sometimes with relatively little effort, and earn more points …

1
WCI #371: Which Accounts Will Make Your Kids Rich? 39:04

1M ago39:04

39:04

Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for your kids, how to maximize your 403(b) contributions and how to mimic the US Stock Market index fund if your 403(b) doesn't offer that. Today’s episode…

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