Pilot’s Portfolio

In this episode, our host Timothy Pope looks at automation in financial planning and investing. For many pilots, automation helped build the emergency fund, grow the 401(k), and create strong saving habits early in the career. But as income rises, taxes increase, and decisions become more complex, automation by itself usually is not sufficient.

Tim explains the shift from simple accumulation to financial coordination. He walks through where automation still shines, where it can quietly create blind spots, and how to recognize when your financial life needs more strategy, judgment, and oversight than financial autopilot can provide.

What You'll Learn from This Episode

• Why automation works so well early on, especially for emergency savings, 401(k) contributions, and habit building.
• How your financial life changes as income, assets, taxes, and goals become more complex.
• The difference between accumulation and coordination, and why they require different thinking.
• Why automation executes instructions well, but does not evaluate multi-year tradeoffs like Roth conversions, retirement timing, or where and when to raise cash.
• How backdoor Roths, tax withholding reviews, and large purchase decisions often require more than a set-it-and-forget-it system.
• Why target date funds can be useful, but may also involve tradeoffs in control, customization, and tax efficiency.
• How to tell if you have outgrown automation-only, including the kinds of questions that signal you are in the coordination phase.
• Why taking back control does not mean doing everything yourself, it means making sure the right strategy is in place.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP®, Firm Principal and Client Advisor at 360 Aviation Advisors™, is joined by Kevin Walker, Co-Founder/CEO, and Jade Barnett, Co-Founder/COO of Beacon Relocation, to discuss how listeners have received nearly $39,000 back through Beacon’s real estate program.

They break down how the model works on both the buy and sell side, how credits can come back as a check or closing-cost support, and what buyers need to know about buyer broker agreements and negotiable fees. The episode also explores this year’s housing market, including tight inventory below $500,000, more options at higher price points, and practical strategies for buyers and sellers.

What You'll Learn from This Episode

• How Beacon Relocation has helped Pilot’s Portfolio listeners save nearly $40,000 on real estate transactions.
• What buyers should know about broker agreements, negotiable commissions, and hidden fees.
• How Beacon’s model works on both the buy and sell side, and where the savings come from.
• What Kevin and Jade expect from this year’s housing market, including inventory, rates, and competition.
• How buyers and sellers can make smarter decisions through better research, preparation, and negotiation.

Resources:

Visit https://www.beaconrelocation.com/
Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this Q&A episode of Pilot’s Portfolio, Timothy P. Pope, CFP®, Founder and Principal of 360 Aviation Advisors™, answers three listener questions that surface real-world friction inside airline retirement planning.

First, a Southwest pilot asks whether taking NEC as Roth impacts their ability to contribute or convert to a private Roth IRA.

Next, a Delta pilot seeks clarity on the difference between 401k, 401a, Roth, and after-tax contributions, and how contribution sequencing affects tax strategy and long-term flexibility.

Finally, Tim walks through donor-advised funds, including how they work, how they can reduce taxable income, and the 2026 tax law changes pilots should understand before making charitable contributions.

What You'll Learn from This Episode

• How donor-advised funds can reduce taxable income in high-income years

• Why appreciated stock donations may be more efficient than cash

• Whether NEC as Roth affects Roth IRA contributions

• The difference between Roth and after-tax inside airline retirement plans

• How 402g and 415(c) limits work together

• Why contribution order matters for high earners

• How to avoid accidentally crowding out tax-advantaged space

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this episode, our host, Certified Financial Planner™ and GA pilot, Timothy P. Pope explains a new option for Southwest pilots, taking their NEC as Roth starting in 2026. He covers what NEC is, how Secure 2.0 made Roth employer contributions possible, and how Southwest is rolling this out.

Tim walks through what changes when you elect Roth NEC, including how it shows up on your W-2, what happens with federal income tax and FICA, and why some pilots could be under withheld if they do not plan ahead. He also shares simple examples to frame the decision, how tax bracket and time horizon matter, and how pilots at other airlines can use in plan Roth conversions even if they do not have a Roth NEC election.

What You'll Learn from This Episode

• What NEC is for Southwest pilots and how it fits into overall retirement benefits.
• How Secure 2.0 opened the door for Roth employer contributions and why Southwest is early to adopt.
• What changes when NEC is taken as Roth, including W-2 reporting and the lack of automatic income tax and FICA withholding.
• Why combined tax rate, years until retirement, and other income sources all matter when you consider Roth NEC.
• How pilots at other majors can still convert NEC to Roth through in plan conversions, and why paying tax from outside assets is usually preferred.
• Why Roth NEC is a tool, not a default answer, and why this episode is education, not personalized tax or investment advice.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this episode, our host, Certified Financial Planner™ and GA pilot, Timothy P. Pope looks at how money can support or strain relationships, especially for professional pilots who spend long stretches away from home. He talks about income differences, schedule pressure, and clashing money styles, and how those can quietly build resentment if they are not discussed. Tim shares examples from his planning work and his own marriage, and offers ideas for improving communication, account setup, and trust so couples feel more aligned with both their relationship and their financial plan.

What You'll Learn from This Episode

• Why money often feels different for pilot families, given time away, variable 
  schedules, and income gaps.
• How saver and spender personalities show up in couples, and ways to move from conflict to shared goals.
• What can happen when one partner handles all the money decisions and the other checks out.
• Practical ideas for better money conversations, including timing, tone, and questions that lower defensiveness.
• Why hidden accounts, secret spending, or undisclosed risks damage trust beyond the dollars involved.
• How different account structures, joint, separate, and hybrid, can reduce day to day stress.
• When a financial planner can help as a neutral third party and a backup for the non planning spouse.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In the first episode of Season 3, our host, Certified Financial Planner™ and GA pilot, Tim Pope recaps 2025’s market and policy shifts, and he explains why diversification and tax-centered planning made the difference this year, especially for high-income pilots.

Tim also highlights key tax law changes, reflects on aviation incidents that underscore the importance of estate planning, and previews what is ahead for the podcast in 2026, including more interviews, peer stories, and strategy focused episodes pilots can apply. 

What You'll Learn from This Episode

• 2025 Market Recap: How the year played out, from early volatility and a 19% drawdown in April to a roughly 17% gain for the S&P500 by year end.
• Why Diversification Mattered: How international stocks, precious metals, and bonds contributed to returns, and how different asset classes responded as the Federal Reserve cut rates.
• New Tax Law Changes: An overview of the extension of the 2017 tax cuts and the increase of the SALT deduction cap to $40K dollars, and why these changes are especially relevant for pilots in higher tax states.
• Planning Through a Tax Lens: How Roth decisions, brokerage account efficiency, charitable strategy, and portfolio rebalancing can be evaluated with taxes in mind.
• Estate Planning Reminder: Why beneficiary designations, guardianship decisions, and core documents such as wills and powers of attorney are important parts of a pilot's financial picture.
• Looking Ahead to 2026: More focused solo episodes, expert guests, and conversations with pilots navigating similar financial decisions.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

This episode was requested by listener feedback! Our host, Certified Financial Planner™ and GA pilot, Tim Pope compares long-term disability (LTD) coverage for FedEx and UPS pilots, examining how each plan works and how they stack up across the industry. He breaks down union and core benefits, highlighting key differences in benefit duration, tax treatment, monthly caps, waiting periods, and income offsets.

The episode also explores how FedEx and UPS compare to passenger airlines, and what cargo pilots should keep in mind heading into contract negotiations.

What You'll Learn from This Episode

• UPS Disability Coverage: Core plan pays 66.7% of income for 10 months after a 6-month wait. Union add-ons are tax-free but capped at $7,500/month.
• FedEx Disability Structure: Core pays 60% for 24 months, then 50% coverage via the supplemental policy to age 65, capped by IRS 401(a)(17) limit.
• The lookback advantage: FedEx uses the highest 12 of the last 36 months’ pay, protecting recent high earners.
• Offset Clauses: Fedex reduces benefits for worker’s comp, Social Security and other earned income. 
• Tax Treatment Differences: Core plans are taxable; union benefits are tax-free due to after-tax premiums.
• What Could Improve: UPS could extend coverage and reduce wait times; FedEx could drop income caps and continue NECs/ during disability.
• Industry Context: FedEx’s LTD is more in line with major passenger carriers than the UPS plan. 
• Planning Note: Union LTD Plus Ups and side income help, but knowing your offset rules and caps is critical.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more.

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this time-sensitive episode,  Certified Financial Planner™ and GA pilot Tim Pope unpacks the new Market-Based Cash Balance Plan (MBCBP) for American Airlines pilots ahead of the December 15 opt-in deadline. He explains how the plan captures NEC spillover beyond 401(k) limits, who qualifies, and how it differs from other carriers.

What You'll Learn from This Episode

• Plan Basics: How the MBCBP captures NEC spillover when 401(k) limits are hit—by percentage caps or dollar thresholds.
• Spill Cash Thresholds: When to expect spill cash based on whether you max your 401(k) (key earnings markers: $264k vs. $360k).
• 3-Year Election Window: How American’s election differs from Delta, United, and Southwest—and offers added flexibility.
• Planning Flexibility: When opting out or in may make sense.
• Investment Gaps: Why lack of allocation transparency can hinder holistic planning with outside advisors.
• 401(k) vs. MBCBP: Key differences in investment control, Roth conversion flexibility, and contribution mechanics.
• Creditor & Beneficiary Rules: Features that are consistent between this plan and your 401(k).
• Roth Strategy Fit: How the MBCBP can indirectly support Roth conversions by freeing up tax-free shelf-space elsewhere.
• Use Case Thinking: This plan isn’t good or bad—it’s a tool that must align with your financial phase.
• Deadline Reminder: Election closes December 15, 2025—locked in (or out) for three years.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this episode of Pilot’s Portfolio, Certified Financial Planner and GA pilot Tim Pope helps pilots close out the year with clarity and confidence. As 2026 approaches, new tax and retirement contribution rules are set to take effect—and Tim explains what they mean for your paycheque, your savings, and your strategy. From 401(k) and IRA limit increases to the controversial new Roth “catch-up” rule, this episode unpacks how to plan ahead and avoid falling into what Tim calls a “2026 tax grab”. 

Tim also encourages reflection on your 2025 financial wins, the goals that didn’t quite land, and what to do differently next year. Whether you’re celebrating a major milestone, planning a move, or eyeing your next savings target, this episode helps you finish the year strong and start 2026 with a smarter plan.

What You'll Learn from This Episode

• How to reflect on 2025’s financial wins and identify what to improve in 2026.
• Which 401(k), IRA, and HSA contribution limits are changing in 2026—and how to plan for them.
• The truth behind the new Roth-only catch-up rule for earners above $145,000.
• How to decide between Roth and pre-tax contributions for tax efficiency.
• The differences between 401(k)s and IRAs—and why each matters for pilots.
• What “super catch-up contributions” mean for those aged 60–63.
• How to use reflection, discipline, and timing to turn frustration into financial advantage.
• Why 2026 may feel like a “tax grab”—and how to stay ahead of it.
  
  

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

In this episode, we tackle a question many pilots ask themselves: what should I be working on right now? Whether it's debt repayment, buying a home, saving for retirement, or funding your kids' college, it can be hard to figure out which goal takes priority. Our host, Timothy P. Pope, CFP introduces the "WIN" framework: What's Important Now, and walks through how to use your financial plan to identify the highest-impact move based on your stage of life, income level, and risk profile.

What You'll Learn from This Episode

• WIN Framework: How "What's Important Now" can help pilots reduce overwhelm and focus on the right goal at the right time.
• Debt vs. Retirement Contributions: When high-interest debt should take priority over 401(k) deferrals, and when to grab the match.
• Buy or Rent?: Financial and lifestyle factors to consider when deciding whether to buy a home at a new base or hold off.
• Avoiding the House Poor Trap: How overextending on a mortgage can block other savings goals and limit financial flexibility.
• College vs. Retirement: Why kids can take out loans but you can't borrow for retirement - and when it's okay to help with tuition.
• Time Horizon Planning: How your age, NEC contributions, and market exposure should influence your decision-making.
• Cash Balance Plans: A quick overview of what's changing at American Airlines and how it compares to other carriers.
• Real Talk on Tradeoffs: How to stack and sequence goals using your plan—and when the numbers make the decision clear for you.

Resources:

Schedule An Appointment
Our Practice’s Website
Send Us Your Questions: [email protected]

This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. 

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.

We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.

Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites’ privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.

Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.