Join Timothy P. Pope, CFP®, a financial planner who specializes in the planning needs of professional pilots, as he welcomes Captain Jason DePew to the Pilot Money Podcast. Jason DePew, a captain at a major airline and personal finance enthusiast, shares his journey towards financial independence.

This discussion is not just about numbers; it's a deep dive into the disciplined financial strategies and mindset that have shaped Jason’s approach, reflecting on the parallels between piloting and financial planning.

In this episode, Jason discusses the importance of knowing your retirement number—the amount you need to sustain your lifestyle once you step away from the flightdeck. He breaks down how to calculate this figure and adjust your savings strategy whether you're decades away from retirement or just rounding the corner.

What You'll Learn from This Episode:

• Calculating Your Retirement Number: Jason explains how he determined the amount of money he would need to maintain his lifestyle if he never flew another flight.
• Embracing Simplicity in Financial Planning: Discover why a simple, disciplined approach to investing can be incredibly effective without introducing complexity in your financial position.
• Building and Maintaining Good Savings Habits: Learn the importance of starting early with robust savings habits, particularly for those pilots 25 to 30 years from retirement.
• Reflect on Financial Decisions: Gain insight into the value of disciplined financial planning and how it can prevent common pitfalls such as lifestyle creep and speculative investing.
• Adapting Financial Strategies Over Time: Explore how your financial needs change during your working years and during retirement: affectionately called the "go-go," "slow-go," and "no-go" years. of retirement and how to plan for these shifts.

Join Tim and Jason for a conversation that blends personal anecdotes with professional advice, illustrating how understanding the fundamentals of finance can lead to financial independence long before retirement!

Resources:
Jason’s Linked In Page
Pilot Math Treasure Bath
Schedule An Appointment
Our Practice’s Website
Email: pilotmoneypodcast@ceterainvestors.com

Disclosure:
Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900.

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers.

This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.