Pilot’s Portfolio

Join Timothy P. Pope, CFP®, and John Engel, COO of Gulf Coast Western, as they discuss strategic investment opportunities in the oil and gas sector that could help high-earning pilots. This episode offers an insider look into tax benefits and how to leverage investments to offset high W2 incomes and to secure tax advantaged future income. Dive deep into the mechanics of oil investments and learn how to navigate this market with ind...

Join Timothy P. Pope, CFP®, in a profoundly important episode of Pilot's Portfolio, where he tackles the uncomfortable yet crucial topic of estate and financial planning for pilots. With a recent tragic aviation incident as a backdrop, Tim highlights the necessity of being prepared for unforeseen events. This discussion is not just about planning for growth and success but ensuring stability and security for your loved ones.

Wh...

In this insightful solo episode, Timothy P. Pope, CFP®, explores how pilots can maintain command over their personal finances amidst market turbulence and external economic factors. Tim emphasizes the importance of focusing on what pilots can control in their financial planning, from responding to market conditions to proactive financial strategies. Join Tim as he guides you through managing the uncertainties of the financial world...

Join Timothy P. Pope, CFP®, and Kevin Walker, CEO of Beacon Relocation as they discuss real estate benefits specifically tailored for pilots and air traffic controllers. Recorded shortly after the PSA and army helicopter crash, this episode acknowledges the recent tragedy. This episode focuses on financial savings in real estate transactions for pilots and air traffic controllers. Kevin shares his decades of experience in real esta...

Join Timothy P. Pope, CFP®, in this informative episode of Pilot's Portfolio as he discusses the latest updates and changes in retirement contributions for pilots. Tim discusses the implications of increased contribution limits and how these adjustments can impact your financial planning. Additionally, he shares an IRS provision that bugs him concerning retirement savings. Tim invites listeners to share their feedback, what do...

Welcome to "Pilot's Portfolio" formerly known as the Pilot Money Podcast. 
In our inaugural episode of the new season and under a new banner, Timothy P. Pope, CFP®, reintroduces the show with fresh insights and a renewed focus. As we begin a new year of financial planning for professional pilots, Tim discusses the recent market results, the implications for your investments, and strategies to ensure you're n...

Join Timothy P. Pope, CFP®, as we soar through the most impactful moments of our inaugural season on the Pilot Money Podcast. This special episode compiles the best insights, advice, and discussions from the past year, featuring key financial strategies, listener favorites, and expert tips tailored for pilots. From navigating investments to planning for retirement and beyond, relive the highlights that have equipped our community t...

Join Timothy P. Pope, CFP®, as he dives into crucial year-end financial strategies that can significantly impact your financial health. As 2024 draws to a close, Tim emphasizes the importance of making timely decisions that utilize year-end financial opportunities like Roth conversions, tax loss harvesting, and charitable giving. Each of these strategies has specific deadlines and benefits, making them essential considerations for ...

Join Timothy P. Pope, CFP®, as he welcomes NMLS 2498573 Bobby Baker, an experienced aviator and mortgage specialist with Trident Home Loans, to the Pilot Money Podcast. In this episode Bobby shares his dual expertise in aviation and home financing, offering tailored mortgage solutions for pilots. Drawing from his unique background in both the military and commercial aviation, Bobby discusses how pilots can navigate the often-comple...

Join Timothy P. Pope, CFP®, as he explores what to expect during open enrollment, a key time for pilots to reassess and select their benefits for the upcoming year. As we approach the end of 2024, it's essential to make informed decisions that align with both your immediate needs and long-term financial goals. This episode provides a thorough breakdown of the various benefits available—from health insurance to legal benefits—a...

Join Timothy P. Pope, CFP®, in a special crossover episode from his appearance on the "Ready 4 Pushback" podcast, hosted by Nik Fialka, recorded on March 18, 2024. In this episode, Tim shares financial advice for pilots, particularly focusing on veterans transitioning to civilian aviation careers. Tim delves into the nuances of managing finances in such transitions, emphasizing the importance of understanding and maximizi...

In this special episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, focuses on the remarkable efforts of pilots providing disaster relief following Hurricane Helene. As the storm wreaked havoc from Florida to Virginia, causing unprecedented damage and displacement, the pilot community, led by Operation Airdrop, rallied to deliver essential aid to those hardest hit, particularly in Western North Carolina.

Timothy discusses the...

Join Timothy P. Pope, CFP®, as he sits down with David Hampson, partner at Schrager Hampson Aviation Insurance Group, to explore the critical aspects of aviation insurance. This episode helps pilot owners understand the nuances of insuring aircraft. From pleasure use to business use corporate jets, and the importance of having the right coverage cannot be overstated. 

David shares his journey from a young aviation enthusiast to a ke...

In this timely episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, delves into the often-asked question about whether investment strategies should change during an election year. With the U.S. presidential election looming, Tim explores the potential impacts of election outcomes on the financial markets and what investors—particularly pilots—should consider.

Tim addresses common concerns about market uncertainty in election s...

Join Timothy P. Pope, CFP®, as he welcomes Kevin Walker to the Pilot Money Podcast for an enlightening conversation about aircraft ownership. Kevin, with his extensive experience as an air traffic controller and a general aviation pilot, shares his perspective on owning various types of aircraft over the years.

In this episode, Kevin describes his personal journey in aviation, from the early influence of his father to his multiple a...

Join host Timothy P. Pope, CFP®, for this episode of the Pilot Money Podcast as he addresses financial questions from two military aviators. Tim provides detailed, actionable insights tailored to the financial questions these pilots have, from optimizing tax free retirement income to timing decisions of major purchases.

This Q&A session features questions from an active-duty Navy aviator planning his transition to civilian aviat...

In this episode of the Pilot Money Podcast, Timothy P. Pope, CFP® sits down with Preston Holland, Chief Commercial Officer at Firecrown who oversees the Aviation Finance Division. Preston shares the influence aviation had in his early life and how he’s become a key player in the aviation media and finance.

The discussion highlights the nuts and bolts of aircraft financing and explores how Preston's team, armed with industry kno...

Join Timothy P. Pope, CFP®, as he continues to unravel the complexities of retirement planning based on airline direct contributions in Part II of this pivotal series. Building on the insights from Episode 13, this episode dives deeper into whether pilots can and should rely only on their company’s contributions to secure a comfortable retirement.

Timothy breaks down different scenarios based on career length. Using Delta’s 2026 pay...

Join Timothy P. Pope on this episode of the Pilot Money Podcast as he delves into the intriguing world of real estate investment with Tait Duryea, an airline pilot and real estate entrepreneur. Tait shares his career journey, starting as a passionate aviator influenced by a family legacy at Hawaiian Airlines, to becoming a savvy real estate investor and the CEO of Turbine Capital.

In this conversation, Tait explains his initial fora...