Join Timothy P. Pope, CFP®, as he explores what to expect during open enrollment, a key time for pilots to reassess and select their benefits for the upcoming year. As we approach the end of 2024, it's essential to make informed decisions that align with both your immediate needs and long-term financial goals. This episode provides a thorough breakdown of the various benefits available—from health insurance to legal benefits—and how to choose well based on your personal circumstances.

What You'll Learn from This Episode:

• Strategies for Open Enrollment: Tim discusses how to evaluate and select health insurance plans, including the pros and cons of HSAs and FSAs.
• Maximizing Your Benefits: Insights into leveraging employer and union benefits including life insurance and legal aid.
• Special Considerations for Pilots: Specific advice for pilots dealing with unique employment structures and how to optimize benefits accordingly.
• Planning for Life Changes: How to adjust your benefits in response to major life events like marriage, children, divorce or changes in employment.
• Financial Planning Integration: Tips on integrating your benefit choices into your broader financial strategy to enhance security and reduce taxes.

This episode is packed with actionable advice to help pilots navigate open enrollment and make choices that suit their financial needs.

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Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity.

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