Flying West: Preparing Your Estate as a Pilot

Pilot’s Portfolio

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: The critical importance of having a comprehensive and up-to-date estate plan as a pilot.
• Financial Organization: Tips on organizing your finances so that you or your loved ones can easily access important information when needed.
• Life Insurance Essentials: The role of life insurance in providing for your family's future and how to ensure your policies are aligned with your current life stage.
• Navigating Discussions on Tough Topics: Strategies for having those tough but necessary financial planning conversations with your spouse or family.
• Actionable Steps for Preparedness: Practical advice on setting up beneficiaries, understanding the implications of property titles, and ensuring all financial documents are in order.

Resources:
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This episode is sponsored by: Beacon Relocation

Beacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent’s commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more.

Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot’s Portfolio, in its separate and individual capacity.

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