In part two of this special Masters series, Scott takes us to the “back nine”- the final stretch of retirement planning where pressure builds and smart decisions matter most. From avoiding risky plays in your 50s and 60s to understanding how emotions can derail your strategy, Scott lays out what it really means to finish strong.
The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Turns out, retirement works a lot like the game. Today, we’re teeing up a few key lessons from the course and how they translate into smarter planning for your financial future.
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
In this episode, Scott breaks down the impact of side gigs on your long-term financial plan. We’ll discuss the most common side hustles for pilots, the tax benefits of structuring them properly, and why having multiple income streams can be a game changer for your financial security.
In this episode, Scott and Marc chat about a recent lawsuit filed by an American Airlines pilot, which challenged the integration of ESG criteria into the company’s 401k plans. This opens up a wider discussion about the importance of transparency and fiduciary responsibility in retirement planning.
We’ve all heard about the importance of contributing to a 401(k) for retirement. But is it really enough on its own? For some, maybe it is, but it’s always wise to explore other options and keep an open mind. In this episode, Scott dives into a range of strategies that could help you build wealth for retirement, from Roth IRAs and the "backdoor" Roth to life insurance, real estate investments, and tax loss harvesting.
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.
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.
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.
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 navigate them and how they could affect your taxes now and in the future.
The Airline Advisor
Phone: (419) 314-4139
Email: [email protected]
Address: 1700 Woodlands Dr, Maumee, OH 43537
