Season 1 Episode 110
Are you wondering what the sweeping changes brought by the recently passed "One Big Beautiful Bill Act" (OBBBA) are? In this episode, we break down the new legislation, providing a clear overview of …
Published on 5 months ago
Season 1 Episode 109
What do you do when your aging parent needs care, but you live across the country and don't know where to start? In this episode, Casey Rausin, RN, CCM, and CEO of HOMECAREceo Forum, joins the show t…
Published on 5 months, 2 weeks ago
Season 1 Episode 108
Is Medicare more confusing than it should be? If you're nearing retirement or thinking about leaving your job early, the healthcare piece can feel overwhelming and expensive. In this episode, we sit …
Published on 5 months, 4 weeks ago
Season 1 Episode 107
Does the phrase "long-term care" make you cringe? If so, you're not alone, but it's something we all need to think about eventually. In this episode, we sit down with Amy Arnett, VP of Insurance Solu…
Published on 6 months, 1 week ago
Season 1 Episode 106
What is a Market-Based Cash Balance Plan (MBCBP), and why is it becoming the go-to retirement vehicle for pilots at major airlines like Delta? In this episode, we explain what an MBCBP actually is, h…
Published on 7 months ago
Season 1 Episode 105
Can a mindset of gratitude really change your financial life? In this episode, we explore how the power of gratitude directly influences your outlook, your decisions, and ultimately, your financial s…
Published on 7 months, 2 weeks ago
Season 1 Episode 104
What if you're about to retire—and the market takes a nosedive? For those in their 60s, looking toward retirement at 65, market volatility can feel like a punch to the gut. In this episode, we dive i…
Published on 8 months ago
Season 1 Episode 103
What do you do when the world feels unpredictable—and your financial future even more so? In this episode, we're diving into how pilots can mentally and financially prepare for uncertain times. From …
Published on 8 months, 2 weeks ago
Season 1 Episode 102
What good is wealth if you don't feel good? For busy professionals—especially pilots—maintaining health and nutrition while constantly on the go is a major challenge. In this episode, financial plan…
Published on 8 months, 4 weeks ago
Season 1 Episode 101
Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when i…
Published on 9 months, 1 week ago
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