Pilot Money Guy - Financial Planning for Pilots

Pilot Money Guy - Financial Planning for Pilots Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Pilot Money Guy - Financial Planning for Pilots, Financial Consultant, 1700 Woodlands Drive, Maumee, OH.

High income doesn’t automatically mean you’re stuck with a massive tax bill.For airline pilots, the bigger challenge is ...
09/17/2026

High income doesn’t automatically mean you’re stuck with a massive tax bill.

For airline pilots, the bigger challenge is figuring out which tax strategies actually make sense- and which ones could create more problems than they solve 👇

In this episode of The Pilot Money Guy, we break down five ways pilots may be able to improve their tax efficiency.

✈️ Watch now: https://youtu.be/63uA5bbJx9A

09/15/2026

If you inherit a traditional IRA or 401(k), distributions generally count as taxable income to you- which means timing those withdrawals can make a big difference.

09/13/2026

Probate can be expensive, especially when major assets like a home are involved. Trusts and beneficiary designations can help certain assets bypass probate altogether, potentially saving families significant money and making the estate process much easier to navigate.

An inheritance can be a blessing- but without a plan, it can also create taxes, probate costs, confusion, and even famil...
09/11/2026

An inheritance can be a blessing- but without a plan, it can also create taxes, probate costs, confusion, and even family conflict.

In this episode, we explain why families should talk about inheritance before it becomes an emergency 👇

A little preparation today could make an incredibly difficult season much easier tomorrow.

🎧 Watch or listen to the latest episode of the Pilot Money Guy: https://youtu.be/5uEYkjLfYOk

09/07/2026

Your 401(k) shouldn’t be the only place you’re saving for retirement.

The goal is to build the right mix of accounts now so you have more flexibility and tax options later.

09/05/2026

If you’re picking a handful of individual stocks, you may be giving up diversification and increasing volatility without actually improving your long-term return. More risk should come with more potential reward-otherwise, what are you taking the extra risk for?

It’s easy to get distracted by the latest hot investment, market headline, or fund that just had a great run 👇For our 10...
09/03/2026

It’s easy to get distracted by the latest hot investment, market headline, or fund that just had a great run 👇

For our 100th episode of the podcast, we’re breaking down some of the shiny objects that can quietly derail a pilot’s long-term investment strategy.

We also introduce Scott’s new book, Cleared to Retire, and look at how pilots can take a more intentional approach to building wealth for retirement.

✈️ Watch here: https://youtu.be/GLSxaWzemnE

09/02/2026

Getting close to retirement can make market swings feel a lot more personal- and that’s when emotional decisions can creep in.

08/30/2026

Once the paycheck stops, you need a clear plan for where your income will come from—and that can affect how you diversify in the years leading up to retirement.

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1700 Woodlands Drive
Maumee, OH
43537

Telephone

+14193144139

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