Pilot’s Portfolio podcast

#Trading #Business #Timothy P. Pope, CFP® #Timothy P. Pope #Financial Planning #Investment Management #Personal Finances #Money Tips #Aviation #Professional Pilots #Airline Pilot #Business Aviation Pilots

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

Pilot’s Portfolio

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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional.

Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity.

35 episodes

Pilot’s Portfolio

updated 2 days ago

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35 episodes

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Pilot’s Portfolio

1
Don't Let Market Turbulence Derail Your Financial Goals 19:50

2 days ago19:50

19:50

In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® shares practical strategies for building financial resilience in volatile times. Drawing parallels between aviation safety and financial planning, Tim explains how pilots can strengthen their financial "redundancy" to absorb unexpected challenges like airline slowdowns, downgrades, or health setbacks. Whether you're buying a home, saving for retirement, or thinking about Roth conversions during market pullbacks, this episode is packed with actionable tips to help pilots stay financially stable and confident through every phase of their career. What You'll Learn from This Episode: Building Financial Redundancy: Why having multiple layers of financial security is crucial for pilots. Home Buying and Vehicle Financing Tips: How to stay financially flexible by avoiding the upper limit of your purchasing power. Timing Major Financial Moves: Why it's important to match financial decisions to your career "altitude." Access to Liquidity: The role of cash and brokerage assets in navigating downturns and opportunities. Roth Conversions and IRA Strategies: How down markets could create potential opportunities for smarter tax planning moves. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Tax-Savvy Investing for Pilots: A Deep Dive into Oil & Gas 54:02

16 days ago54:02

54:02

Join Timothy P. Pope, CFP®, and John Engel, COO of Gulf Coast Western, as they discuss strategic investment opportunities in the oil and gas sector that could help high-earning pilots. This episode offers an insider look into tax benefits and how to leverage investments to offset high W2 incomes and to secure tax advantaged future income. Dive deep into the mechanics of oil investments and learn how to navigate this market with industry insights. What You'll Learn from This Episode: Tax Incentives Explained: Discover how pilots can utilize specific tax breaks offered within the oil and gas industry to lower taxable income. Understanding Oil Investments: Gain insights into the types of drilling and partnerships that minimize risks while offering substantial tax advantages . Strategic Financial Benefits: Learn how investing in oil and gas can fit into a pilot's broader financial strategy, including retirement planning. Navigating Risks and Returns: Understand the risk profile of oil and gas investments and how to mitigate them through strategic planning and partnerships. Long-term Financial Planning: Learn how these investments can provide sustained income and tax benefits over the long term, aligning with retirement goals. Resources: Gulf Coast Western Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Flying West: Preparing Your Estate as a Pilot 21:30

30 days ago21:30

21:30

Join Timothy P. Pope, CFP®, in a profoundly important episode of Pilot's Portfolio, where he tackles the uncomfortable yet crucial topic of estate and financial planning for pilots. With a recent tragic aviation incident as a backdrop, Tim highlights the necessity of being prepared for unforeseen events. This discussion is not just about planning for growth and success but ensuring stability and security for your loved ones. What You'll Learn from This Episode: Understanding Estate Planning : The critical importance of having a comprehensive and up-to-date estate plan as a pilot. Financial Organization : Tips on organizing your finances so that you or your loved ones can easily access important information when needed. Life Insurance Essentials : The role of life insurance in providing for your family's future and how to ensure your policies are aligned with your current life stage. Navigating Discussions on Tough Topics : Strategies for having those tough but necessary financial planning conversations with your spouse or family. Actionable Steps for Preparedness: Practical advice on setting up beneficiaries, understanding the implications of property titles, and ensuring all financial documents are in order. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Pilot in Command: Navigating Market Turbulence 20:14

6 weeks ago20:14

20:14

In this insightful solo episode, Timothy P. Pope, CFP®, explores how pilots can maintain command over their personal finances amidst market turbulence and external economic factors. Tim emphasizes the importance of focusing on what pilots can control in their financial planning, from responding to market conditions to proactive financial strategies. Join Tim as he guides you through managing the uncertainties of the financial world with confidence and clarity. What You'll Learn from This Episode: Control Your Financial Inputs : How pilots can effectively manage their reaction to economic changes and market conditions. Strategic Financial Planning : Tim discusses the importance of proactive financial planning and adapting strategies based on current economic landscapes. Navigating Economic Policies and Market Reactions : Insights into dealing with uncontrollable economic factors and their impacts on personal finances. The Importance of Staying Invested : Why staying in the market and regular contributions and rebalancing beats trying to time the market, especially in volatile times. Long-term Financial Goals and Retirement Planning : Strategies for securing financial stability as pilots approach retirement, including considerations for asset allocation and retirement income planning. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Maximizing Real Estate Savings: A Pilot's Guide with Kevin Walker 30:01

8 weeks ago30:01

30:01

Join Timothy P. Pope, CFP®, and Kevin Walker, CEO of Beacon Relocation as they discuss real estate benefits specifically tailored for pilots and air traffic controllers. Recorded shortly after the PSA and army helicopter crash, this episode acknowledges the recent tragedy. This episode focuses on financial savings in real estate transactions for pilots and air traffic controllers. Kevin shares his decades of experience in real estate and how his company has grown from serving Air Traffic Controllers to include professional pilots through Beacon Relocation's specialized services. What You'll learn from this episode: Specialized Real Estate Services: Learn how Beacon Relocation offers significant rebates and services tailored for pilots engaging in real estate transactions. Current Market Insights: An update on the real estate market trends in major Airline hubs. Recent Changes In Regulations: Learn how recent changes in real estate regulations has given buyers more control over their transaction. Community Support: Reflections on the impact of recent aviation incidents on the community and the role of solidarity and support among aviation professionals. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
2025 Retirement Update: What Pilots Need to Know 19:03

10 weeks ago19:03

19:03

Join Timothy P. Pope, CFP®, in this informative episode of Pilot's Portfolio as he discusses the latest updates and changes in retirement contributions for pilots. Tim discusses the implications of increased contribution limits and how these adjustments can impact your financial planning. Additionally, he shares an IRS provision that bugs him concerning retirement savings. Tim invites listeners to share their feedback, what do you think about the new IRS savings rules? What You'll learn from this episode: Updates to 401k Contributions: Learn about the increased elective deferral limits for 2025, rising to $23,500, and what it means for your retirement planning. Non-Elective Contributions Update: Get the latest on non-elective contributions from major carriers like American, Delta, Southwest and United which are set to increase in 2026. IRA and Roth IRA Insights: Understand the unchanged contribution limits for IRAs and why many pilots might not benefit from traditional IRA deductions. Debating the IRS Provisions: Tim discusses the nuances of the IRS's retirement saving provisions, including the 'super catch-up' contributions for those aged 60-63. Health Savings Accounts (HSA) Tips: Updates on HSA contribution limits for 2025 and strategies to maximize the growth of these funds for healthcare expenses. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Pilot’s Portfolio: What’s Changing in 2025? 18:11

12 weeks ago18:11

18:11

Welcome to " Pilot's Portfolio " formerly known as the Pilot Money Podcast . In our inaugural episode of the new season and under a new banner, Timothy P. Pope, CFP®, reintroduces the show with fresh insights and a renewed focus. As we begin a new year of financial planning for professional pilots, Tim discusses the recent market results, the implications for your investments, and strategies to ensure you're not "falling asleep at the yoke." What You'll learn from this episode: A New Season for Pilot's Portfolio: Discover what's changed and what remains the same in our approach to your financial education. Last Year's Market Overview: Analysis of recent market performances and their implications for your investment strategy. Navigating Upcoming Financial Challenges: Practical advice on maintaining vigilance with your investment portfolio in changing economic conditions. Season Outlook: Preview of what to expect in terms of content, focus areas, and guest appearances throughout the season. Engagement and Feedback: How your input shapes our content and the new interactive opportunities this season offers. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com This episode is sponsored by: Beacon Relocation Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Best Of Season 1 11:19

18 weeks ago11:19

11:19

Join Timothy P. Pope, CFP®, as we soar through the most impactful moments of our inaugural season on the Pilot Money Podcast. This special episode compiles the best insights, advice, and discussions from the past year, featuring key financial strategies, listener favorites, and expert tips tailored for pilots. From navigating investments to planning for retirement and beyond, relive the highlights that have equipped our community to tackle their financial challenges with confidence . Listen to your favorite episodes: Apple Podcast : https://podcasts.apple.com/us/podcast/pilot-money-podcast/id1718915375 Spotify : https://open.spotify.com/show/5p2Tkf16Q9lV693lHV4Zo9 This episode is not just a look back but a springboard into the next season, promising even more valuable content and expert financial guidance for pilots everywhere. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Wrap Up Your Year: Key Financial Moves Before 2024 Ends 19:17

22 weeks ago19:17

19:17

Join Timothy P. Pope, CFP®, as he dives into crucial year-end financial strategies that can significantly impact your financial health. As 2024 draws to a close, Tim emphasizes the importance of making timely decisions that utilize year-end financial opportunities like Roth conversions, tax loss harvesting, and charitable giving. Each of these strategies has specific deadlines and benefits, making them essential considerations for effective tax planning and long-term financial stability. What You'll learn from this episode: Roth Conversions: Understand the urgency in meeting the December 31st deadline if you’re planning to convert for the 2024 tax year. Tax Loss and Gain Harvesting: Learn how to adjust your portfolio to optimize your tax situation, taking advantage of lower income years or offsetting gains with losses. Charitable Contributions: Explore how to maximize your charitable giving impact while benefiting from potential tax deductions, including the use of donor-advised funds for those who haven’t yet decided on specific charities. End-of-Year Tax Planning: Tips on how to use the remaining time in the year to adjust your financial strategies to lower your tax bill and prepare for the upcoming year. Reflecting on Financial Progress: Tim encourages listeners to reflect on their financial achievements and setups for the next year, ensuring readiness for new opportunities and challenges. This episode is packed with actionable advice that can help you navigate the complexities of financial planning as the year ends, ensuring you're positioned for success in the coming year. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Rates Have Dropped, Should I refi? Mortgage Tips with NMLS 2498573 Bobby Baker 44:41

24 weeks ago44:41

44:41

Join Timothy P. Pope, CFP®, as he welcomes NMLS 2498573 Bobby Baker, an experienced aviator and mortgage specialist with Trident Home Loans, to the Pilot Money Podcast. In this episode Bobby shares his dual expertise in aviation and home financing, offering tailored mortgage solutions for pilots. Drawing from his unique background in both the military and commercial aviation, Bobby discusses how pilots can navigate the often-complex landscape of home loans, emphasizing options like VA loans and conventional financing. What You'll learn from this episode: Specialized Home Financing for Pilots: Explore how understanding pilot pay structures and career transitions are crucial in securing the right mortgage. VA Loans Explained: Bobby breaks down the benefits of VA loans for qualifying pilots, including no down payment and no private mortgage insurance requirements. Investment and Second Home Strategies: Insights into managing property investments, particularly for pilots interested in acquiring second homes or rental properties. Navigating Credit and Loans as a Pilot: How pilots can best prepare for mortgage applications and what unique considerations they should be aware of. Real Estate as a Long-term Investment: Bobby shares his perspective on the real estate market for pilots, offering advice on buying, selling, and renting properties. Resources: Trident Home Loans Bobby Bake LinkedIn Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Optimizing Benefits: Open Enrollment Strategies for Pilots 18:39

26 weeks ago18:39

18:39

Join Timothy P. Pope, CFP®, as he explores what to expect during open enrollment, a key time for pilots to reassess and select their benefits for the upcoming year. As we approach the end of 2024, it's essential to make informed decisions that align with both your immediate needs and long-term financial goals. This episode provides a thorough breakdown of the various benefits available—from health insurance to legal benefits—and how to choose well based on your personal circumstances. What You'll Learn from This Episode: Strategies for Open Enrollment: Tim discusses how to evaluate and select health insurance plans, including the pros and cons of HSAs and FSAs. Maximizing Your Benefits: Insights into leveraging employer and union benefits including life insurance and legal aid. Special Considerations for Pilots: Specific advice for pilots dealing with unique employment structures and how to optimize benefits accordingly. Planning for Life Changes: How to adjust your benefits in response to major life events like marriage, children, divorce or changes in employment. Financial Planning Integration: Tips on integrating your benefit choices into your broader financial strategy to enhance security and reduce taxes. This episode is packed with actionable advice to help pilots navigate open enrollment and make choices that suit their financial needs. Resources: Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Real Talk for Transitioning Veterans with Nik Fialka 40:16

28 weeks ago40:16

40:16

Join Timothy P. Pope, CFP®, in a special crossover episode from his appearance on the "Ready 4 Pushback" podcast, hosted by Nik Fialka, recorded on March 18, 2024. In this episode, Tim shares financial advice for pilots, particularly focusing on veterans transitioning to civilian aviation careers. Tim delves into the nuances of managing finances in such transitions, emphasizing the importance of understanding and maximizing military benefits for a secure financial future. What You'll learn from this episode: Securing Financial Stability in Transition: Strategies for maintaining financial health during the shift from a military to a civilian flying career. Maximizing Military Benefits: How to leverage benefits like the Thrift Savings Plan and military pensions to secure your financial future. Home Buying Advice for Pilots: Considerations for pilots looking to purchase their next home, taking into account year 1 pay, military retirement, interest rates and VA loan benefits. Healthcare Planning Across Airlines: Tips for navigating healthcare options and planning for varying coverage for your post military career. Financial Planning Tools: Introduction to financial planning tools that can aid pilots in making informed financial decisions throughout their careers. This episode provides a rich discussion that blends expert financial planning advice with practical tips tailored specifically for pilots at various stages of their careers, from active military service to commercial aviation. Resources: Ready for Pushback - Spotify | Apple Podcasts Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Helping Hurricane Helene Victims | Operation Airdrop 18:35

30 weeks ago18:35

18:35

In this special episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, focuses on the remarkable efforts of pilots providing disaster relief following Hurricane Helene. As the storm wreaked havoc from Florida to Virginia, causing unprecedented damage and displacement, the pilot community, led by Operation Airdrop, rallied to deliver essential aid to those hardest hit, particularly in Western North Carolina. Timothy discusses the urgent logistical challenges faced by affected areas, where roads were rendered impassable, leaving many reliant on aerial support. With the help of Operation Airdrop's Executive Director, Alex Clark, and numerous volunteer pilots, essential supplies were flown into isolated communities, demonstrating the critical role of aviation in disaster response. What You'll learn from this episode: Rapid Response Flying: Insights into how pilots can mobilize quickly to provide aid following natural disasters. Logistical Coordination in Crisis: The role of planning and coordination in executing effective airdrop operations. Impact of Community Effort: Stories of how pilot volunteers are making a tangible difference in the lives of disaster victims. Safety and Efficiency in Airdrops: Best practices for pilots involved in disaster relief to ensure safe and efficient delivery of aid. How You Can Help: Ways the aviation community and others can contribute to ongoing relief efforts, whether through flying, on-ground support, or donations. This episode not only highlights the heroism of pilots and volunteers but also underscores the importance of community and skill in times of need. Resources: Operation Airdrop: Website | LinkedIn Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Take Command of Your Coverage: Aircraft Insurance Tips for Pilots 57:38

30 weeks ago57:38

57:38

Join Timothy P. Pope, CFP®, as he sits down with David Hampson, partner at Schrager Hampson Aviation Insurance Group, to explore the critical aspects of aviation insurance. This episode helps pilot owners understand the nuances of insuring aircraft. From pleasure use to business use corporate jets, and the importance of having the right coverage cannot be overstated. David shares his journey from a young aviation enthusiast to a key figure in aviation insurance, merging his passion with professional expertise. The conversation covers a wide range of topics, including the different types of insurance coverage available, the process of securing insurance, and tips for both new and seasoned aircraft owners. What You'll learn from this episode: The Basics of Aviation Insurance: Understanding what coverage suits different types of aircraft operations. Choosing the Right Insurance Broker: Insights into selecting a broker who specializes in aviation and why it matters. The Role of an Insurance Broker in Aviation: How brokers help navigate the relationship between insurance companies, underwriters and the aircraft owner. Common Misconceptions in Aviation Insurance: David dispels myths and offers clarity on what pilots and owners often misunderstand about their policies. Insurance Tips for Aircraft Owners: Practical advice on what to consider when insuring an aircraft and why it's important to track your airplane's hull value. Deductible Plus: Why you may have to cough up some money if you have an insurance claim on your aircraft. This episode is packed with valuable information for anyone involved in aviation, from those looking to purchase their first aircraft to seasoned pilots and owners who want to better understand their insurance needs. Resources: Schrager Hampson Aviation Insurance Agency Schedule An Appointment Our Practice’s Website Send Us Your Questions: pilotmoneypodcast@ceterainvestors.com Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.…

Pilot’s Portfolio

1
Investing During An Election: Should You Shift Your Strategy? 18:59

32 weeks ago18:59