• End of Year Financial Planning for Airline Pilots

  • Dec 12 2024
  • Length: 18 mins
  • Podcast

End of Year Financial Planning for Airline Pilots

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  • Summary

  • As the year draws to a close, it's the perfect time to take a step back and review your financial planning. In this episode, Scott discusses important year-end strategies to help you optimize your finances before December 31. He covers key topics like Roth conversions, tax loss harvesting, HSA contributions, and other essential tasks that could make a big impact on your financial situation.

    Plus, Scott offers a look ahead to 2025, with insights into changes in tax brackets, contribution limits, and how strategic adjustments today can set you up for a more secure financial future. Tune in for some great insights before the year wraps up!

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    1:40 – When you need to get contributions in

    3:54 – Tax loss harvesting

    6:20 – Considerations for business owners

    8:21 – Contribution limits

    10:11 – HSAs

    13:51 – Federal tax brackets

    15:50 – The power of small adjustments

    Resources:

    Schedule A Call with Scott: http://callosborn.com/

    Scott's Book, A Pilot's Guide To Maximizing Wealth & Cashflow In Retirement: https://amzn.to/3xSn1ii

    The Pilot's Planner Website: https://thepilotsplanner.com/

    Watch the podcast on YouTube! https://www.youtube.com/@ThePilotsPlanner
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