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

Election season has finally come to a close and we’re turning our focus to the potential impacts on the economy and financial planning in the coming years. While many of the proposed changes are still in the early stages and subject to change, today’s episode dives into some of the major topics that could shape 2025 and beyond. From tax policy to corporate strategies, it’s time to start thinking ahead.

By |2024-11-14T19:06:46+00:00November 14, 2024|Podcast|Comments Off on Post-Election Check In: Talking TCJA, DOGE, Tariffs & More

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

As of yesterday, the Federal Reserve announced a larger-than-expected interest rate cut of 50 basis points, surprising many who anticipated a smaller 25-point reduction. Scott has had several clients reach out to him about this unexpected move. So in today’s episode, we’ll talk about the implications of this decision, especially for those nearing retirement or facing major financial decisions.

By |2024-09-19T15:32:53+00:00September 19, 2024|Podcast|Comments Off on What You Need To Know About Fed Rate Cuts (Sept 2024 Update!)

Understanding Interest Rates and Stock Investments

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.

By |2024-08-22T11:41:01+00:00August 22, 2024|Podcast|Comments Off on Understanding Interest Rates and Stock Investments

Election Cycles & Your Investments: What Pilots Need to Know

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.

By |2024-08-14T20:54:10+00:00August 15, 2024|Podcast|Comments Off on Election Cycles & Your Investments: What Pilots Need to Know

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

Many people default to Traditional IRAs or 401(k) plans simply because it's the path of least resistance. Employers often enroll new hires in these plans automatically, and many financial advisors and CPAs recommend them for immediate tax benefits. But is this always the best strategy for your long-term financial picture?

By |2024-08-01T11:55:36+00:00August 1, 2024|Podcast|Comments Off on Traditional vs. Roth IRA: What You Need To Know!

Investing 101 For Pilots!

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.

By |2024-07-24T20:24:25+00:00July 25, 2024|Podcast|Comments Off on Investing 101 For Pilots!
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