Best Retirement Flight Plan Podcasts (2024)

1
Achieving a Meaningful Retirement 45:58

4h ago45:58

45:58

Labor Day reminds us of the American dream and the ultimate goal of retirement. Whether you’re already retired or have five years, ten years or longer to go, we have plenty of tips in store for you on this week’s episode. We’re also joined by tax guru Ben Hake for a discussion on tax advantages when it comes to your retirement plan.…

1
Tax Planning: 401k Vs Roth 401k 12:01

1h ago12:01

12:01

Tax planning might not be the most exciting topic, but it's certainly an important one. In this week’s episode, Scott and Marc chat about the differences between traditional 401ks and the increasingly popular Roth 401k when it comes to taxes. For pilots, the 401k is often the largest wealth-building tool, so it’s very important to understand how to…

1
Your Guide to Medicare's Open Enrollment Plan 21:55

6h ago21:55

21:55

The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…

1
Paving Your Road to Retirement 5:38

3h ago5:38

5:38

Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients thr…

1
68. The Biggest Risk in Life is Not Taking One 34:19

6h ago34:19

34:19

Sometimes we let fear get in the way of what we really want. But as we exercise the muscle of making tough choices and doing something new or scary, we get better at jumping into the unknown. We don't always know how a big decision will turn out, but we do know that we can't sit back and do nothing - life is happening now!…

1
#74 - The Inside Track: Mastering Real Estate Syndications for Long-Term Success 56:10

8m ago56:10

56:10

Welcome to another episode of Passive Income Pilots! This week, Tait and Ryan dive deep into the world of real estate syndications—a game-changing investment strategy for busy professionals, especially pilots. They break down what syndications are, how they work, and the pros and cons of this passive income stream. From navigating the complexities …

1
Joe Simonetta: The Ethical Compass: Navigating Life's Journey 42:23

1h ago42:23

42:23

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of…

1
Navigating Roth Conversions: the Good, the Bad and the Ugly 48:12

7d ago48:12

48:12

On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.By Jesse Reed, Creative Planning, John Hagensen

1
EP:218 Straight to the Point - A Guide to Veterans Survivor Benefits and Planning 10:04

10h ago10:04

10:04

Discover the crucial steps to take after the passing of a veteran loved one as Tyler and Paul engage in a conversation offering a compassionate guide through the complexities of veteran benefits. This episode is a beacon for those grappling with loss, shedding light on the cessation of disability compensation and introducing paths to potential bene…

1
EP:178 Straight To The Point ~ Other Than Honorable Discharge 10:57

4d ago10:57

10:57

Today Tyler and Paul discuss OTH, Other Than Honorable Discharge and how a Veteran can gain benefits if they were not honorably discharged from service. There is different gradation of dishonorable discharges but in this episode Tyler and Paul will discuss only OTH. If you are disabled and have an injury, apply for disability compensation. Once the…

1
EP:165 Straight To The Point ~ VR&E Veteran Readiness and Employment 12:53

10h ago12:53

12:53

VR&E Veteran Readiness and Employment, formerly known as Vocational Rehabilitation and Employment, helps with job training, education, employment accommodations, resume development, and job seeking skills coaching. In today's episode, Paul and Tyler discuss the perks of utilizing VR&E and the interaction between the veteran and the counselor to det…

1
EP:132 Straight To The Point ~ Housing Adaptation Grants for Disabled Veterans 18:24

5d ago18:24

18:24

Oftentimes a veteran with disabilities such as wheelchair bound, loss of limb, blindness or severe burns may require modifications to their home or to temporary housing. This is where the VA can step in to help with the changes needed. In this episode of Straight to the Point, Tyler and Paul talk about three different grants available through the V…

1
EP:125 Straight To The Point ~ Incarcerated Veteran Benefits & Options 15:07

10h ago15:07

15:07

What happens if you are incarcerated and you are a veteran? How does this affect your benefits and the needs of your family? In today's episode, Paul and Tyler discuss what happens to veteran benefits when incarcerated and the options available to help both veterans and their family. It is important to notify the VA if a veteran is incarcerated and…

1
EP:87 Straight to the Point ~ Do You Really Need An Attorney? 25:42

10h ago25:42

25:42

In this mini series podcast, airing in January/February/March 2022, Tyler and Dr. Paul Lawrence, the former Under Secretary to the Veteran Benefits Administration get straight to the point on commonly asked questions within the veteran community. Episode 1 - Tyler and Paul address utilizing the free resources available for veterans verses hiring an…

1
EP:221 Straight to the Point - VA Home Loan for Veterans 18:23

10h ago18:23

18:23

Tyler and Paul talk about the Home Loan Guarantee with the VA with no money down and no private mortgage insurance. Get your pad of paper and pen ready so you can get your ducks in a row to purchase your own home. Call 877 827 3702 to learn more. Support the Show. Tune into our CHW Streaming Radio and the full lineup at cominghomewell.com Download …

1
EP:227 Straight to the Point ~ Streamlining your Claim Process 13:52

10h ago13:52

13:52

In this episode Dr. Paul Lawrence and Dr. Tyler Pieron explore the intricacies of Veteran Benefits, focusing on disability compensation. Dr. Lawrence, the former Undersecretary for Benefits at Veterans Affairs, shares valuable insights on how Veterans can streamline their claims process. From organizing documentation to understanding lay evidence, …

1
EP169 Straight To the Point ~ Veterans Benefits Banking Program 10:28

10h ago10:28

10:28

A reliable, safe way to manage your VA monetary benefit. Paul discusses with Tyler the Veterans Benefits Banking Program which consists of banks and credit unions that work with veterans to qualify for a bank account to direct deposit their VA monetary funds. In addition the VBBP offers financial and credit counseling. To learn more visit https://w…

1
EP:104 Straight to the Point ~ Compensation Poachers and Protecting Your Loved Ones 14:54

10h ago14:54

14:54

Pension Poachers is the slang for "pay for profit agents" who show up to help people with their benefits often under situations of duress. Paul chats with Tyler about the importance of preparing loved ones about their veteran's compensation benefits which will help to eliminate a lot of financial confusion once the veteran has passed. There are sev…

1
EP:213 Straight to the Point - Preparing Your Loved Ones 11:09

10h ago11:09

11:09

Dr. Paul Lawrence and Tyler highlight the critical, yet often neglected, practice of veterans discussing their benefits with their loved ones. Paul sheds light on the emotional and financial chaos that can befall a family when a veteran's passing leaves them uninformed and vulnerable, emphasizing the need for open communication to prevent such a cr…

1
EP:155 Straight To The Point ~ Dependency and Indemnity Compensation (DIC) 16:20

10h ago16:20

16:20

Dependency and Indemnity Compensation (DIC) is a tax free monthly benefit paid to eligible survivors of military Servicemembers who died in the line of duty or eligible survivors of Veterans whose death resulted from a service-related injury or disease. This can be a complicated process but well worth the assistance for loved ones especially since …

1
Understanding Interest Rates and Stock Investments 10:56

5h ago10:56

10:56

This week on the Wealthy Pilot’s Podcast, we’re focusing on interest rates and their impact on the stock and bond market. With recent fluctuations in the market and potential rate changes on the horizon, it's crucial to understand how these factors can affect your financial strategy, especially for those nearing retirement. Stay tuned as we break d…

1
10 Years and Counting....6 Tips for those Approaching Retirement! 11:15

6h ago11:15

11:15

This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision i…

1
67. Should We Save for Retirement or just...YOLO! 32:21

6h ago32:21

32:21

Ryan and Shannon talk about being a young family trying to find that balance between enjoying life today while thinking about a comfortable retirement down the road.By Ryan and Shannon Tripp

1
#73 - From Market Cycles to REITs: What Every Pilot Investor Should Know with Glenn R. Mueller, PhD 47:29

26m ago47:29

47:29

Welcome to another insightful episode of Passive Income Pilots! This week, Tait and Ryan are joined by Dr. Glenn Mueller, a seasoned economist and real estate professor with over 40 years of experience. Dr. Mueller explores the current economic landscape, the real estate market, and the fascinating REIT world. Whether you're curious about market cy…

1
The Million-Dollar Question, Answered 47:42

14d ago47:42

47:42

Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six y…

1
Election Cycles & Your Investments: What Pilots Need to Know 10:24

12d ago10:24

10:24

Election years can stir up uncertainty, especially in the financial markets. But how should pilots, with their unique financial situations, navigate this turbulence? Stay tuned as Scott and Marc dive into the effects of election cycles on investing, finance, and retirement planning. Here’s some of what we discuss in this episode: 0:00 – Intro 0:38 …

1
Maximizing Your Retirement Income 5:29

9h ago5:29

5:29

In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management. Cortburg Speaks Retirement - episode #201 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…

1
66. Homeschool or Public School or A Little of Both? 23:15

19d ago23:15

23:15

Ryan and Shannon are back with a juicy new episode talking all about how they plan to school the kids this year and why!By Ryan and Shannon Tripp

1
#72 - Cleared for Takeoff: Updated FAA Mental Health Regulations with Joe LoRusso 24:09

41m ago24:09

24:09

In this week's episode of Passive Income Pilots, Tait and Ryan are thrilled to have Joe LoRusso back on the show for an essential update on the evolving landscape of pilot mental health regulations. Since his last appearance, significant changes have been implemented by the FAA, including new guidelines for mental health treatments and expanded med…

1
Financial Personas 22:10

20d ago22:10

22:10

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, hosts Len Hayduchok and Doug Sandler tackle the intricacies of financial personas and the co…

1
What Do the Olympics and the Stock Market Have in Common? 47:17

21d ago47:17

47:17

On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opi…

1
5 Keys to Family Wealth Meetings 8:02

23d ago8:02

8:02

In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares tips on how family meetings can help preserve wealth and family values for future generations. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm…

1
Important Mid-Year Financial Considerations 38:37

27d ago38:37

38:37

It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could af…

1
#71 - 5 Creative Ways To Find Investment Cash 26:39

7d ago26:39

26:39

Welcome back to another episode of Passive Income Pilots! Today, Tait and Ryan dive into five unconventional ways to unlock cash for your next investment. Whether leveraging home equity, rolling over an old 401k, or borrowing against your stock portfolio, this episode is packed with actionable strategies to help you soar to new financial heights. T…

1
Traditional vs. Roth IRA: What You Need To Know! 10:38

1M ago10:38

10:38

Many people default to Traditional IRAs or 401(k) plans simply because it's the path of least resistance. But is this always the best strategy for your long-term financial picture? In this week’s episode, Scott will cover the differences between traditional and Roth IRAs. Stay tuned as he helps you understand the basics and breaks down some of the …

1
Planning Your Retirement Flight Plan 5:04

13d ago5:04

5:04

In this week's podcast, Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, discusses three essential steps to prepare for retirement, including understanding annual expenses, inspecting income sources, and planning for healthcare costs. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-…

1
#70 - Leveraging Life Insurance for Passive Income with Rod Zabriskie and Blake Brogan 44:42

28d ago44:42

44:42

Welcome to another enlightening episode of Passive Income Pilots! Today, Tait and Ryan welcome Rod and Blake from Money Insights. Previously featured in episode 47, Rod and Blake are experts in leveraging life insurance for wealth-building. In this deep dive, we uncover how to use a specialized life insurance strategy to enhance investment returns,…

1
Dennis Torres: Ethics, Fulfillment, and the Power of Continuous Learning 44:16

1M ago44:16

44:16

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Len Hayduchok and Dennis Torres, through their experiences and insights, navigate the often-overlooked aspect…

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

1M 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
How Gratitude Can Be Your Secret Weapon Against Adversity with Linda Herzog 33:17

18d ago33:17

33:17

From overcoming personal tragedies to finding her passion in leadership consulting, Linda Herzog's journey is a testament to resilience, gratitude, and helping others. Join us for an inspiring conversation filled with practical insights and stories from her impactful career in the aviation industry. Listen now to discover her unique approach to lif…

1
Investing 101 For Pilots! 13:12

1M ago13:12

13:12

This week on The Wealthy Pilots Podcast, we're diving into one of the key components of a solid financial strategy: investing. We'll be discussing the unique challenges and opportunities pilots face when it comes to managing their investments and more with Scott Osborn, the Pilot’s Planner. Here’s some of what we discuss in this episode: 0:00 – Int…

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

1M 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
A Unique Fusion of Aviation and Financial Savvy with Brandon Martini 35:22

1M ago35:22

35:22

If you're wondering what it takes to soar in the skies, this episode is for you! We chat with Brandon Martini, an experienced pilot and co-founder of Stratus Financial, about his journey into aviation and his passion for flight training. Discover his memorable flying experiences, charitable efforts, and the vibrant community within general aviation…

1
5 Strategies to Preserve Your Finances 4:46

21d ago4:46

4:46

Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he discusses revisiting your financial goals this summer and provides 5 essential tips for achieving financial independence. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start rec…

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

21d 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
Post-Military Success Through Real Estate and Business Acquisitions with Anthony Mirabile 39:43

22d ago39:43

39:43

Ignite your passion as you listen to Anthony Mirabile share his journey from a career in the Air Force to becoming a successful real estate investor and aspiring business owner. Discover how he navigates the challenges of entrepreneurship while maintaining a strong focus on family and community. This conversation is packed with actionable insights …

1
Love, Money and Index Funds 46:31

1M 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
Navigating The Financial Red Zone 9:15

2M ago9:15

9:15

Have you ever heard of the financial red zone? This is the crucial window spanning the last ten years before retirement and the first five years after. Mistakes made during this period can have long-lasting repercussions, potentially derailing your retirement plans. Tune in as Scott explains why this 15-year period is so critical and shares valuabl…

1
Welcome To The Wealthy Pilot's Podcast! 11:28

2M ago11:28

11:28

Welcome to The Wealthy Pilot’s Podcast with Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. Working closely with pilots from various backgrounds, Scott understands the unique challenges they face. His mission is to help pilots navigate challenges, avoid common mistakes, and adopt best pract…

1
Advanced Air Force Engineering Skills for Everyday Applications with Dean "GOGS" Valentini 37:32

25d ago37:32

37:32

In this episode, Dean "GOGS" Valentini takes us on his journey from accidental career choices to intentional financial freedom. Learn how his disciplined mindset and resilience have guided him through numerous challenges, and gain insights on how you can achieve financial freedom and success in your own career. Key takeaways to listen for What is t…

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Retirement Flight Plan Podcasts

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