The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots

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Is successful investing about skill or simply being lucky? In this St. Patrick’s Day–themed episode, the conversation explores the popular idea of “luck” in investing and why relying on it can be risky. Scott explains how many investors mistake luc...

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✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://retireairlines.com/pilot-retirement-toolkit/

For many people, retirement saving feels simple: contribute to the 401(k) and call it a day. But what happens when you want to save more than that? Scott explains how to think about saving and investing outside a workplace plan and why a good strat...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://retireairlines.com/pilot-retirement-toolkit/

Every time global tensions flare up, the same question resurfaces: should investors make a move? Oil spikes. Headlines turn dramatic and talking heads predict disaster. Scott zooms out and examines what history shows, what usually happens next, and...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://retireairlines.com/pilot-retirement-toolkit/

The “Backdoor Roth” might sound complicated - or even questionable - but it’s completely legal and incredibly powerful. In this episode, Scott demystifies how high-income earners can legally build tax-free retirement income using a simple, repeatab...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://retireairlines.com/pilot-retirement-toolkit/

Filing your taxes checks a box, but it doesn’t tell you if you’re leaving opportunities on the table. Scott breaks down the difference between simply getting a return done and having a long-term tax plan. You’ll also hear why timing, coordination, ...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://retireairlines.com/pilot-retirement-toolkit/

Most people know financial planning is important, but few really understand what happens after you say “yes” and become a client. Scott pulls back the curtain on his step‑by‑step planning process, specifically through the lens of pilots. You’ll get...

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Geopolitical headlines are louder than ever- but should they influence your investment decisions? In this episode, Scott explains why reacting to global events, elections, or policy noise often does more harm than good. Using real-world exampl...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. But at least one economist is arguing that the outlook for 2026 may be brighter than many people expe...

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A new government-backed savings account for kids is on the way, and on the surface, it sounds like a win. Free money, long-term investing, and a head start for the next generation. But once you look closer, Trump Accounts raise some questions....

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Wealthy Pilot Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

A new year is the perfect time to revisit the numbers driving your retirement plan- and in this episode, Scott walks through the most important 401(k) updates pilots need to understand for 2026. From standard contribution limits to catch-up an...

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✈️ Order your no-cost “Financial Flight Control Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

As the year comes to a close, it’s the perfect time to pause, reflect, and reset. Scott looks back on the wins, challenges, and lessons from 2025, both financially and personally, while setting the stage for smarter planning in 2026...

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✈️ Order your no-cost “Financial Flight Control Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Scott breaks down United Airlines’ cash balance plan for pilots and explains how it addresses overfunded 401(k) accounts. He covers how the plan works, the benefits of tax-deferred growth, and how to decide between the Cash Balance ...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Financial Flight Control Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

As the new year approaches, Scott breaks down the key planning numbers and contribution limits pilots need to understand before 2026 kicks off. This episode is all about checking your settings, updating your strategy, and making sur...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Financial Flight Control Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Scott breaks down the brand-new Market-Based Cash Balance Plan (MBCB) and what this decision means for American Airlines pilots hitting their 401(k) limits. The goal isn’t to push pilots one way or the other, but to help you underst...

📱 Get your customized planning started by booking a call: http://callosborn.com/ 

✈️ Order your no-cost “Financial Flight Control Toolkit” today: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Gratitude has a way of grounding us, shaping our attitude, and influencing how we approach our financial lives. Discover how gratitude transforms not just our outlook, but our wealth. In this episode, Scott unpacks why a grateful mi...

Most pilots automate their 401(k) savings without thinking about it, but what about everything outside that one account? Scott breaks down how to automate savings into the other tax buckets that will actually give you flexibility, control, and lower taxes in retirement. Discover why diversifying how and where you save could be the smartest way to unlock more financial options down the road.

Here’s some of what we discuss in this epi...

In this episode, Scott breaks down the Delta Non-Qualified Deferred Compensation (NQDC) plan, showing how it differs from a traditional 401(k) and how you can strategically use it to manage your taxes and retirement income. He explains the eligibility rules, contribution limits, and how to decide if this plan fits into your overall retirement strategy. By the end of the episode, you’ll have a clear understanding of both the benefit...

When the market feels unstoppable, it’s easy to wonder if now’s the time to invest or sit tight and wait for the next drop. In this episode, Scott explains what it really means when the market is “scary good” and how to stay grounded when emotions run high. Are you approaching retirement or just getting started? This episode will help you see through the hype and stick to your long-term plan.

Here’s some of what we discuss in this e...

Bonds used to be the ‘boring’ part of a portfolio. They were considered safe, steady, and not very exciting. But with yields at multi-decade highs, a lot of people are asking: Is now the time to give bonds a bigger role in your investment strategy? Scott explains how to think about bonds in today’s market, the difference between owning debt and owning equity, and why the timing of when you’ll need your money matters most. Bonds can...