Pilot talking Money Alex Tapia joins TPNP

The Pilot Network Podcast

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Pilot talking Money Alex Tapia joins TPNP

Jan 23, 2024 • 54 mins

In this episode, Adam Uhan converses with Alex Tapia about their journeys in aviation and the significance of networking within the pilot industry. They also discuss personal finances, retirement planning for pilots, and the value of professional financial advice amid industry uncertainties. The episode concludes with family considerations in career decisions.

Key Points

Alex Tapia's company, Aviation Retirement Strategies, offers personalized wealth management services tailored to the unique financial needs of pilots, addressing the specific benefits and career structures within the aviation industry.
Pilots should take a proactive approach to financial planning early in their careers to ensure that by the time they reach mandatory retirement age, they are financially secure and can choose to work because they want to, not because they have to.
Consolidating and efficiently managing financial assets with the guidance of a professional investment fiduciary like ARS can provide pilots with a clear and informed financial flight plan, allowing them to make educated decisions for their financial future.

This podcast gives no direct advice on taxes, investing strategies, wealth management, or anything else to do with money. But we are sitting down with Alex Tapia, a pilot who became a wealth management advisor working specifically with pilots. He understands the specific situations pilots face, and he can help us create the flight plan of our financial future. You will hear Alex giving advice to Adam on his own situation. If you feel inspired to get your own wealth management in line, then reach out directly to Alex for an appointment.

https://www.pilotmoney.com/- Aviation Retirement Strategies
Youtube channel - https://www.youtube.com/channel/UCcU6JcwMQrvHAFcOs0D4CJA
TPNx 2024 - MSP Intercontinental Hotel April; 19th and 20th

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Speakers

Alex Tapia

Guest • 44%

Adam Uhan

Host • 56%

Chapters

0:00	Introduction and disclaimer
2:04	Sponsor: Aviation Retirement Strategies
3:09	Conversation with Alex Tapia: Background and journey in aviation
10:18	Adam's personal financial structure and disclaimer about financial advice
17:07	Discussion on the importance of networking and partnering in the pilot industry
26:03	Adam's assets, investment experiences and retirement plans
28:38	Alex Tapia's advice for pilots planning their retirement
33:15	Importance of understanding financial decisions and having access to the right information
40:38	Discussion on industry uncertainties and the value of professional financial advice
48:49	Upcoming podcast, conference updates and family considerations in career decisions
52:01	Shifting perspective on financial future with pilot money and closing remarks

Transcript

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