Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.
✈️ Retire Pilots the Right Way!
🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/
As a pilot, you're trained to anticipate risk and build backup systems, but are you applying that same mindset to your financial future? In this episode, Ryan answers a smart listener question about legacy planning, life insurance, and tax-efficient wealth transfer. Ryan explains why many pilots overlook permanent life insurance, like an overfunded whole life policy, until later in life, and how that delay can limit its full potential.
Here’s what we cover in this episode:
🛩️ Why pilots think differently about risk and how to use that to your advantage
💵 Overfunded whole life: a powerful (but underused) strategy
🧾 When insurance becomes a tax planning tool
🚫 Why waiting too long makes it more expensive
More on Overfunded Whole Life: www.IBC4Pilots.com
How We Help Eliminate Sequence of Returns Risk:
https://www.youtube.com/watch?v=vSsR7Km5XRw
Retire Pilots - https://retirepilots.com
Get your FREE Retirement Toolkit - https://d74164fb.pages.infusionsoft.net/
Pilot Tax - https://pilot-tax.com/
The Pilot's Advisor Podcast is also on video. Watch & Subscribe on YouTube: https://bit.ly/3EIEBW2
The Pilot’s Advisor Podcast
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.