The Pilot’s Advisor Podcast

Should You Have More Than One Financial Advisor?


Listen Later

✈️ Retire Pilots the Right Way!

🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ 

Having two financial advisors might seem like you’re getting twice the wisdom, but it often creates confusion instead of clarity. In this episode, Ryan explains why splitting assets between multiple advisors leads to conflicting strategies, inefficient portfolios, and what he calls the “financial junk drawer.” If you want confidence instead of crossed signals, this episode helps clarify who should really be in control.

Here’s what we cover in this episode:

⚖️ Pros & Cons: Why multiple advisors often backfire

🗄️ Financial Junk Drawer: Accounts scattered everywhere

🧩 Consolidation: Getting assets aligned and working together

🧭 Advisor Roles: One pilot vs. too many hands on the controls

 

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

...more
View all episodesView all episodes
Download on the App Store

The Pilot’s Advisor PodcastBy Ryan Fleming

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

11 ratings


More shows like The Pilot’s Advisor Podcast

View all
Radiolab by WNYC Studios

Radiolab

44,000 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,272 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,994 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,254 Listeners

Airline Pilot Guy - Aviation Podcast by Capt Jeff

Airline Pilot Guy - Aviation Podcast

650 Listeners

FDX ALPA Podcast by FDX ALPA Podcast

FDX ALPA Podcast

86 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,620 Listeners

Passive Income Pilots by Tait Duryea and Ryan Gibson

Passive Income Pilots

130 Listeners

The Air Show by Shayr Media

The Air Show

221 Listeners

Pilot’s Portfolio by Timothy P. Pope, CFP®

Pilot’s Portfolio

24 Listeners

Wealth Warehouse by The IBC Guys via Podcast Principles

Wealth Warehouse

121 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

1,853 Listeners