Pilot’s Portfolio

Timothy P. Pope, CFP®
  • 5.0 (20)
  • INVESTING
  • UPDATED BIWEEKLY
Pilot’s Portfolio

Pilot’s Portfolio, formerly Pilot Money Podcast - the podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions.  Timothy Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900.

  1. APR 14

    Tax-Savvy Investing for Pilots: A Deep Dive into Oil & Gas

    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 industry insights. What You'll Learn from This Episode: Tax Incen...

    54 min

  2. MAR 31

    Flying West: Preparing Your Estate as a Pilot

    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. What You'll Learn from This Episode: Understanding Estate Planning: ...

    22 min

  3. MAR 17

    Pilot in Command: Navigating Market Turbulence

    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 with confidence and clarity. What You'll Learn from This Epis...

    20 min

  4. MAR 3

    Maximizing Real Estate Savings: A Pilot's Guide with Kevin Walker

    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 estate and how his company has grown from serving Air Traffic Cont...

    30 min

  5. FEB 17

    2025 Retirement Update: What Pilots Need to Know

    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 you think about the new IRS savings rules? What You'll learn from ...

    19 min

  6. FEB 3

    Pilot’s Portfolio: What’s Changing in 2025?

    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 not "falling asleep at the yoke." What You'll learn from this episode: A New Seaso...

    18 min

  7. 12/23/2024 · BONUS

    Best Of Season 1

    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 to tackle their financial challenges with confidence. Listen to...

    11 min

  8. 11/25/2024

    Wrap Up Your Year: Key Financial Moves Before 2024 Ends

    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 effective tax planning and long-term financial stability. What...

    19 min
See All (34)

5
out of 5
20 Ratings

About

Pilot’s Portfolio, formerly Pilot Money Podcast - the podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions.  Timothy Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900.

Information

  • Creator
    Timothy P. Pope, CFP®
  • Years Active
    2023 - 2025
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2025 Pilot’s Portfolio
  • Show Website
    Pilot’s Portfolio

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