In this episode, Adam is joined by Alex Tapia to delve into crucial financial strategies tailored for pilots. They kick off by covering key financial concepts and the importance of overcoming financial intimidation with practical checklists. The discussion moves through essential financial actions, customized planning, and strategies for different career phases. Alex highlights how to identify financial blind spots, navigate investment fees, and balance pre-tax versus Roth strategies. They also explore risk tolerance, emergency funds, and the value of professional advice. As they wrap up, Alex shares insights on achieving financial freedom, adapting strategies over time, and essential financial habits for pilots.

(0:17) Introduction and guest Alex Tapia's background

(1:13) Key financial concepts and disclaimer

(2:23) Financial checklists for pilots

(3:27) Overcoming financial intimidation

(5:18) Top financial actions for pilots

(6:25) Customized financial planning

(8:11) Career phases and financial strategy

(11:05) Identifying financial blind spots

(12:11) Understanding investment fees and reducing financial drag

(15:17) Pre-tax vs. Roth strategies and investment rebalancing

(19:57) Comprehensive look at risk tolerance and emergency funds

(24:34) The role of professional financial advice

(27:18) Achieving financial freedom and retirement planning

(31:07) Adapting financial strategies over time

(33:44) Essential financial habits for pilots

(35:04) Pilot Money services and closing notes