Call Us Today! (419) 314-4139|scott@patriotwealthplanners.com

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

Most of us think about taxes once a year, around April 15th. We gather our documents, either to do it ourselves or hand them over to a CPA. This is tax preparation- looking back at the past year, compiling necessary forms, and filing your taxes. Tax planning, on the other hand, is a proactive strategy. It involves looking ahead and making decisions that will minimize your tax liability in the future. Join Scott and Marc as they discuss how effective tax planning can create significant financial advantages for high-earning pilots.

By |2024-09-26T12:20:28+00:00September 26, 2024|Podcast|Comments Off on Tax Prep Vs Tax Planning: What’s The Difference?
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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!)
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Dealing with Market Volatility

If you’ve ever flown on a plane, you’ve likely experienced some turbulence along the way.  While it’s an uncomfortable feeling, in most cases, it often doesn't significantly impact the overall journey. Similarly, market volatility is a natural part of investing, but it doesn’t have to derail your plan.

By |2024-09-05T11:22:18+00:00September 5, 2024|Podcast|Comments Off on Dealing with Market Volatility
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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
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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
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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!
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Navigating The Financial Red Zone

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.

By |2024-07-19T17:57:03+00:00July 19, 2024|Podcast|Comments Off on Navigating The Financial Red Zone
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The Airline Advisor

Phone: (419) 314-4139
Email: [email protected]
Address: 1700 Woodlands Dr, Maumee, OH 43537

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.
Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
©2024. All rights reserved.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.
Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
©2024. All rights reserved.
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