Les meilleurs podcasts Flight Plan Finance (2024)

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#82 - From LLCs and HSAs to Roth IRAs: Mastering Wealth Protection with Mark Kohler 1:01:03

4d ago1:01:03

1:01:03

In this episode of Passive Income Pilots, hosts Tait Duryea and Ryan Gibson welcome tax attorney Mark Kohler to answer popular questions on tax strategies for high-income professionals. With two decades of experience, Mark breaks down essentials from self-directed IRAs to maximizing HSAs, Roth IRAs, and other tax-advantaged accounts, plus strategie…

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2024: A Pivotal Year for Taxes 42:06

5d ago42:06

42:06

On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.…

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#81 - The Power of AI and Passive Income Strategies for Pilots with Jim Higgins 45:51

11d ago45:51

45:51

In this episode of Passive Income Pilots, hosts Tait Duryea and Ryan Gibson sit down with Jim Higgins, a former airline pilot turned co-founder and COO of a successful tech startup, Thread. Jim shares his unique journey, from negotiating contracts for American Eagle during 9/11 to leading a company that uses drones and AI for utility inspections. T…

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Protect Your Finances From the Unexpected, Plus Business Planning Tips for 2025 46:36

12d ago46:36

46:36

Have you ever said, "That will never happen to me"? But what if it does? Every day, people are faced with the unexpected. On this week's episode, we share five financial crises and three things you can do today to be better positioned should you ever find yourself in such a situation. Plus, we welcome Creative Planning's Managing Director of Busine…

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#80 - Storm-Proofing Your Real Estate Investment with Jules Sneddon and Trevor Moss 51:57

17d ago51:57

51:57

Welcome back to another exciting episode of Passive Income Pilots! This week, Tait and Ryan talk with Jules Sneddon and Trevor Moss from the National Real Estate Insurance Group to explore everything you need to know about insuring your real estate investments. From protecting against storm damage to navigating the rising insurance costs in high-ri…

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Practical Year-End Planning Tips for Every Income Level 45:14

19d ago45:14

45:14

As we continue navigating current events and year-end planning, we’re taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financ…

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#79 - From Cockpit to Space: On Grit, Leadership, and Space Travel with Col. Eileen Collins 1:01:32

25d ago1:01:32

1:01:32

Welcome back to another inspiring episode of Passive Income Pilots! In this episode, Tait and Ryan sit with Colonel Eileen Collins, the first woman to command a NASA space shuttle. Colonel Collins shares her incredible journey, from becoming a pilot to breaking barriers in space exploration. She dives into leadership lessons, risk management, and t…

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Stick to the Basics: Year-End Investment Strategies 45:44

26d ago45:44

45:44

On this week’s episode we’re exploring the common denominator between three distinct investor personalities. Creative Planning’s Chief Investment Officer, Jamie Battmer, joins us for that discussion, plus he shares some critical investing insights and why sticking to the basic principles of investing are a smart move as you look ahead to 2025. With…

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#78 - Lifestyle Investments: Leveraging Seaside Property for Passive Income with Casey Roloff 51:50

1M ago51:50

51:50

In this episode of Passive Income Pilots, Tait and Ryan sit down with Casey Roloff, the visionary behind Seabrook, a seaside town in Washington. They explore how pilots and high-income professionals can strategically invest in real estate within Opportunity Zones while leveraging short-term rental tax loopholes and self-directed IRAs for significan…

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Year-End Tax Planning but With a View 46:34

1M ago46:34

46:34

On this week’s episode, we unpack the quote, “The windshield is bigger than the rearview mirror for a reason,” and apply it to both your finances and your life, highlighting the importance of a proactive mindset in creating the financial future you desire. In line with our theme of preparing for a successful 2025, we also welcome to the show one of…

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For Couples, Retirement Planning is a Team Sport 32:42

1M ago32:42

32:42

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disag…

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Critical Year-End Planning Insights 47:50

1M ago47:50

47:50

On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals,…

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#77 - The Pilot's Flight Plan to Passive Income: Aircraft Leasing and Tax Benefits with Luke Lysen 44:35

2M ago44:35

44:35

Welcome back to another exciting episode of the Passive Income Pilots! Today, Tait and Ryan dive into the world of aircraft ownership, tax advantages, and leaseback strategies with guest Luke Lysen from The Flight Academy and Aerista. They explore how pilots and high-income earners can purchase an aircraft, rent it out to a flight school, and lever…

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Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes 47:17

2M ago47:17

47:17

Want to know what critical mistakes could be blocking your path to millionaire status? Whether it’s failing to invest, not saving enough or letting debt and lifestyle creep erode your finances, we’re uncovering the errors that can have a major impact on your financial future. We also talk with Creative Planning Director of Medicare Jameson Moulder …

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#76 - MOST POPULAR EPISODE: Reduce Taxes & Maximize Returns Using PROVEN Strategies with Toby Mathis 1:10:31

2M ago1:10:31

1:10:31

In this episode of Passive Income Pilots, Tait Duryea takes you back to one of the most downloaded episodes in the show's history with Toby Mathis from Anderson Advisors. Discover how tax laws can work for you through real estate investments, cost segregation, and bonus depreciation strategies. Toby breaks down the game-changing legal strategies hi…

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Football, Finances and Winning Strategies 47:16

2M ago47:16

47:16

On this week’s episode of Rethink Your Money, we’re kicking off football season by welcoming two-time Super Bowl champion Lawrence Tynes, now a Director of Practice Development at Creative Planning. We’re talking football, tackling the topic of debt and sharing strategies for a winning approach to your financial future.…

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#75 - Unlocking Tax Savings: Real Estate Strategies for High-Income Pilots 51:23

2M ago51:23

51:23

Welcome back to Passive Income Pilots! This week, Tait and Ryan are joined by Brandon Hall, a top CPA and founder of Hall CPA, PLLC, to dive into one of the most powerful tax strategies for high-income professionals: real estate professional status. With over 800 clients and a specialization in real estate tax strategies, Brandon breaks down the be…

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Achieving a Meaningful Retirement 45:58

2M 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.…

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

2M 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…

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#74 - The Inside Track: Mastering Real Estate Syndications for Long-Term Success 54:10

2M ago54:10

54:10

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 …

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

2M 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.Par Creative Planning, Jesse Reed, John Hagensen

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

2M 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…

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The Million-Dollar Question, Answered 47:42

3M 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…

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

3M 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…

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

3M 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…

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Important Mid-Year Financial Considerations 38:37

3M 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…

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

3M 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…

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

3M 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,…

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The Most Important Routine for Your Financial Success 46:32

3M 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…

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

3M 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…

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

3M 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…

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Love, Money and Index Funds 46:31

3M 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.…

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#68 - Cruising to Success: Optimizing Your Short-Term Rentals with Airbnb Insider Daniel Rusteen 55:18

4M ago55:18

55:18

Welcome to another exciting episode of Passive Income Pilots! This week, Tait and Ryan are joined by Daniel Rusteen, a former Airbnb employee turned short-term rental expert. Daniel shares his insider knowledge on optimizing Airbnb listings to maximize revenue. From selecting the perfect market to managing properties remotely, Daniel’s unique persp…

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There’s No Such Thing as Summer Vacation for Investing 47:29

4M ago47:29

47:29

Don't let the lazy days of summer influence your investing! When you're smack dab in the middle of what’s historically the best-performing stretch of the year for the S&P 500, there's no time to relax. Join me on this week's episode, where I remind you how to stay engaged with your plan throughout the summer and also welcome back Creative Planning …

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#67 - Protecting Your Wings: What Pilots Need to Know with Dr. Dan Monlux 44:16

4M ago44:16

44:16

Welcome back to Passive Income Pilots! In this special "Friday for Flyers" episode, we're diving into a critical topic for every pilot – medical certifications and aeromedical issues. Today, we have the honor of hosting Dr. Dan Monlux, an experienced AME, former F-18 pilot, and founder of Wingman Med. Dr. Monlux brings a wealth of knowledge and exp…

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#65 - Cashing In on Convenience: The Secret Economy of Vending Machines 50:49

4M ago50:49

50:49

Welcome to another exciting episode of Passive Income Pilots! We're diving into a fascinating and often overlooked passive income stream: vending machines. Our guest, Mike Hoffmann, also known as "Mr. Passive," shares his journey of creating a vending machine empire and how this low-barrier investment can yield significant returns. Whether you're a…

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Shaping Your Legacy Through Your Finances 47:43

4M ago47:43

47:43

Do you ever wonder if you could be doing more to create your legacy? Making a lasting impact and leaving behind a meaningful legacy is a challenging endeavor, yet it's a pursuit worth striving for. Join us this week for our 100th episode, where we talk about impact, influence, leaving a legacy and how your money relates to it all. Plus, catch my in…

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#66 - Frequent Flyer Health Hacks from Special Forces Coach Alex Racey 35:50

4M ago35:50

35:50

In this episode we welcome special guest Alex Racey, a renowned personal performance coach with an extensive background in the military. The discussion focuses on the importance of maintaining physical and mental health, particularly for aviators, frequent flyers, and professionals who sit for long periods. Alex Racey, who served 25 years in the U.…

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Looking to Create Wealth? Earn It! 46:23

4M ago46:23

46:23

As wealth managers, our primary focus is helping you grow, protect and transfer your wealth. The ultimate question underlying every stage, though, is “what’s the most effective way to generate wealth?” We give the answer on this week's episode, plus we explore the intersection of luck and money (and how happiness plays into the equation!) and share…

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Adventure Awaits! Retirement Travel Planning 27:18

4M ago27:18

27:18

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in…

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Beyond the Headlines: Taking Charge of Your Financial Future 49:08

4M ago49:08

49:08

Major news headlines on inflation rates, the S&P 500 and the housing market generate a lot of buzz and remind us that prioritizing our financial planning is critical to a secure financial future. On this week’s episode, we’re exploring what you might face tomorrow if you aren’t intentional with your finances today.…

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#64 - Shark Tank Pilot Episode: Nick Friedman's College Hunks Hauling Junk 39:39

5M ago39:39

39:39

Welcome back to another episode of Passive Income Pilots! In this episode, Tait Duryea and Ryan Gibson sit down with Nick Friedman, co-founder of College Hunks Hauling Junk, who appeared on the pilot episode of Shark Tank. Nick shares his journey from starting a small moving and junk removal business in college to building a multi-million dollar fr…

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Trends That Are Changing Retirement 48:59

5M ago48:59

48:59

Did you know that the entire baby boomer generation is expected to reach retirement by the age of 2030 and that retiring at age 65 gives us basically another 21 years to figure out what to do with our lives? These are staggering numbers that have us talking all things retirement on this week’s episode – including five trends that may have you rethi…

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#63 - Keith Rosenkranz: The Delta Captain Who Chartered His Own Retirement Flight 54:11

5M ago54:11

54:11

In this special episode, we have the honor of flying with Keith Rosenkranz, the legendary Delta Captain who chartered his own retirement flight. Keith's incredible story has captivated the aviation community, and today, he shares the details of his epic farewell flight, his career journey, and his strategies for building a financially secure retire…

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Did Someone Say “Election Year”? 41:56

5M ago41:56

41:56

It's an election year, and, like many, you might be wondering whether your investments are prepared for the potential impact. But should current events truly affect your investment approach? This week, we're answering this question and sharing four common mistakes you should avoid in an election year. Plus, we welcome Director of Tax Services Canda…

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#62 - Pilot Math: Wealth Strategies for Aviators with Jason Depew 51:33

5M ago51:33

51:33

Par producer@passiveincomepilots.com (Tait Duryea and Ryan Gibson )

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The Powerful Impact of Cash 47:25

5M ago47:25

47:25

Is cash affecting your investment returns? In this week's episode, we're discussing the journeys of two renowned investors, leveraging their experiences to explore the concepts of compound interest and exponential growth. Additionally, we take a closer look into how the utilization of private markets can mitigate volatility and chat more about the …

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Retiree Insurance: The Basics You Must Know 20:37

5M ago20:37

20:37

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

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#61 - NFL Defensive Legend Cliff Avril: Crushing Real Estate After Crushing QBs 43:15

5M ago43:15

43:15

Welcome back to Passive Income Pilots, where we dive into the intersection of aviation, finance, and personal success. Today, we have a special treat for both football enthusiasts and aspiring investors. Our guest is none other than Seattle Seahawk NFL Defensive Legend and Super Bowl Champion, Cliff Avril. Known for his ferocious defense and countl…

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Burned by Do-It-Yourself Investing? 47:28

5M ago47:28

47:28

From home remodeling to investing, there’s a certain intrigue around being a DIYer, but it's not for everyone. And just because you’ve maybe found some success doesn’t mean it will last. This week, discover the challenges DIY investors face and why the risk of financial loss may actually be greater than the potential gains they hope to achieve.…

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