A Wiser Retirement®

309. Financial Planning Tools for Pilots, By a Former Airline Pilot


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In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them. 

Airline pilots face a unique mix of high-but-variable income, mandatory retirement at 65, stringent medical requirements, and shifting industry dynamics. That’s why “pilot math” matters, your plan has to reflect guarantee hours, upgrade paths, commuting realities, union benefits, and specialized employer plans.

Related Podcast Episodes: 

  • Ep 234: Pilots, Maximize Your 401(k) Contributions!
  • Ep 309: What Pilots and Others Should Consider 5 Years Before Mandatory Retirement

Related Financial Education Videos:

  • Pilots: Roth or No Roth... That's the Question 
  • Why Financial Planning is Different for Pilots 
  • Delta Pilots: Market Based Cash Balance Plan Explained 

Other Links:

Free 401K Allocation Guide for Pilots

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
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- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!

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