The Pilot’s Advisor Podcast

What Pilots Miss About Money Discipline


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✈️ Retire Pilots the Right Way!

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

As a pilot, you're trained to anticipate risk and build backup systems, but are you applying that same mindset to your financial future? In this episode, Ryan answers a smart listener question about legacy planning, life insurance, and tax-efficient wealth transfer. Ryan explains why many pilots overlook permanent life insurance, like an overfunded whole life policy, until later in life, and how that delay can limit its full potential.

Here’s what we cover in this episode:

🛩️ Why pilots think differently about risk and how to use that to your advantage

💵 Overfunded whole life: a powerful (but underused) strategy

🧾 When insurance becomes a tax planning tool

🚫 Why waiting too long makes it more expensive

 

More on Overfunded Whole Life: www.IBC4Pilots.com 

 

How We Help Eliminate Sequence of Returns Risk:

https://www.youtube.com/watch?v=vSsR7Km5XRw 

 

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

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The Pilot’s Advisor PodcastBy Ryan Fleming

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