by Sarah | Feb 23, 2026 | Podcast Episodes
Making Sense of Donor‑Advised Funds, Roth Elections, and Delta’s 401(k)/401(a) Financial planning for professional pilots can feel like navigating a stack of charts on a turbulent day. You know where you’re trying to go, but getting there requires clarity, timing, and...
by Sarah | Feb 9, 2026 | Podcast Episodes
Starting in 2026, Southwest pilots have a brand‑new planning tool at their disposal, the ability to take their NEC (non‑elective contribution) as Roth. This may sound like a small tweak, but it actually opens the door to a very different tax experience for pilots....
by Sarah | Jul 7, 2025 | Podcast Episodes
When you’re a professional pilot, your ability to fly depends on one thing: your FAA medical certificate. Losing it can feel like hitting severe turbulence in your financial life. Fortunately, Southwest Airlines offers a robust loss of license program designed to...