Best Pilot Wealth Management Podcasts (2025)

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AI Co-Pilots in Wealth Management 31:15

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4d ago31:15

31:15

In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Elemi Atigolo, Co-founder and Managing Partner of Consult Venture Partners, also known as ConsultVP, about the emergence of AI co-pilots in financial services. Atigolo outlines how AI co-pilots differ from general generative AI tools and describe…

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309. Financial Planning Tools for Pilots, By a Former Airline Pilot 46:12

1d ago46:12

46:12

In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them. Airline pilots face a unique mix of high-but-variable income, mandatory reti…

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#261: Meet the Woman Who Pioneered the Self-Help Industry, Took EST From 30 People to 800,000+, and Helped Launch Tony Robbins & The Secret… w/ Marcia Martin (Part 1 of 2) 1:07:18

6d ago1:07:18

1:07:18

Today, I get to introduce you to someone who fundamentally helped create the personal development industry as we know it. In the 1970s, Marcia Martin was one of the original pioneers behind EST (now known as Landmark Forum). She was there during the very first 30-person seminar… and helped the organization grow to 800,000+ graduates, sparking a mov…

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Be The One: How Leaders Win by Owning Themselves | Karl Sherrill 53:40

7d ago53:40

53:40

Get the exact 5-step script that turned a broken sales process into an 80%+ conversion rate in under 90 days: https://game.findingpeak.com/masterclose/ Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ry…

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308. The Silent Tax: How Inflation Erodes Your Retirement 27:31

8d ago27:31

27:31

In this episode of A Wiser Retirement® Podcast, Casey Smith, and Financial Advisor Michaela Dowdy dive into how retirement planning isn’t just about matching today’s income with today’s expenses. It’s about preparing for the future value of money. Related Podcast Episodes: Ep 245. Strategies for Early Retirement and Long-Term Security Ep 212. Medic…

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Branding The Lie: Escaping The High-Achiever's Trap | Kendra Dahlstrom 1:07:03

10d ago1:07:03

1:07:03

Get the exact 5-step script that turned a broken sales process into an 80%+ conversion rate in under 90 days: https://game.findingpeak.com/masterclose/ Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ry…

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#129 - Ego, Taxes, and the Paycheck Trap: Pilot Wealth Myths Exposed 29:42

10d ago29:42

29:42

Why do so many high-earning pilots struggle to build real wealth? Hosts Tait Duryea and Ryan Gibson get candid about the habits, mindset, and blind spots that keep aviators from achieving true financial independence. They reveal the five biggest mistakes pilots make, from lifestyle creep and tax traps to ego-driven investing, and how to replace the…

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The Evolution of Embedded Finance 26:53

11d ago26:53

26:53

This episode explores the growing role of embedded finance in capital markets and beyond. We discuss how companies are approaching payments, lending, insurance, and investments, and examine the factors driving adoption across sectors and geographies. Guest Lars Markull, embedded finance consultant and founder of Embedded Finance Review, shares case…

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#260: Turning a $60 Year Into a $64K Week, Working With the Dallas Mavericks, & Simplifying Your Business w/ Amy Birks 1:22:06

13d ago1:22:06

1:22:06

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307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them 45:42

15d ago45:42

45:42

In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Paren…

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She Built a Multi-Million Dollar Company From a Family Crisis | Catharine Arnston 1:04:37

17d ago1:04:37

1:04:37

Replace your entire marketing stack with one powerful platform. Start your free GoHighLevel trial (no contracts) → https://link.ryanhanley.com/gohighlevel Download Free Inbound Sales Domination Workbook: https://game.findingpeak.com/masterclose/ Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS e…

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Open Banking and the Future of Financial Data in the UK 32:35

18d ago32:35

32:35

Open Banking Limited set the UK’s open banking standards, driving innovation and competition across retail banking. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle speaks with Nick Davey, their Head of Strategy, about how Open Banking Limited has developed, its successes for consumers and SMEs, and the ba…

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#128 - Inside the Fine Print: PPMs, Trust, and Investor Protection with Seth Bradley 42:46

19d ago42:46

42:46

What do private placement memorandums really mean for you as an investor? Hosts Tait Duryea and Ryan Gibson sit down with attorney and real estate operator Seth Bradley to pull back the curtain on syndication documents, accreditation rules, and what truly protects investors. Seth shares his personal journey from med school to big law to entrepreneu…

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306. Crypto in Your 401(k)? The Future of Retirement Investing 29:00

19d ago29:00

29:00

In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital. Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retiremen…

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#259: I Dissected An Octopus. Here’s What I Learned… w/ Perry Knoppert 1:22:55

20d ago1:22:55

1:22:55

Today’s episode is… a little strange. As the title suggests, I dissected an octopus. But don’t worry — no nine-brained, three-hearted, blue-blooded sea creatures were harmed in the making of this podcast 🐙. Instead, I brought back a dear friend and Curiosity Island citizen, Perry Knoppert — aka “Dr. Octopus” — the founder of the Octopus Movement, a…

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Why 99% of Leaders Are Invisible (And How to Fix It) 16:44

21d ago16:44

16:44

Stop paying $500/month for 8 different marketing tools. Try GoHighLevel's all-in-one platform free for 14 days → https://link.ryanhanley.com/gohighlevel Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Listen to Audio version: https:/…

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Black Hawk Helicopter Pilot to Business Ownership | Jason Santiago 1:08:41

21d ago1:08:41

1:08:41

Send us a text From Combat Pilot to Gym Owner: Jason Santiago's Journey of Service and Entrepreneurship Join us in this episode of Pay or Quit as we sit down with Jason Santiago, a former Black Hawk helicopter pilot and military veteran, who has transformed his life from flying high-stakes missions to tackling the challenges of entrepreneurship and…

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305. Just Moved to a New State? Here’s Your Financial To-Do List 31:53

22d ago31:53

31:53

In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life. Related Podcast Episodes: - Ep 77: Tips …

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Agentic AI Shaping the Future of Capital Markets 26:17

25d ago26:17

26:17

Agentic AI is moving from buzzword to experimentation in capital markets, but is it ready for large-scale adoption? In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Kieran Garvey, Head of AI Research at the University of Cambridge’s Centre for Alternative Finance, and Dr. Prateek Gupta, a postd…

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#127 - LLCs, Trusts, and K-1s: Smarter Asset Protection with Adam Kintigh 52:03

25d ago52:03

52:03

How protected is your wealth if something goes wrong? In this episode of Passive Income Pilots, Tait Duryea and Ryan Gibson sit down with asset protection expert Adam Kintigh to share practical strategies every pilot and high-income professional should know. From real estate privacy trusts that cut transfer taxes to Wyoming LLCs that safeguard synd…

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Beyond the Grind: What True Success Looks Like in 2026 13:25

25d ago13:25

13:25

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube TEDx Talk | "Stop Living a Life You Didn't Choose" - https://www.youtube.com/watch?v=9nWsxwgO83A The Influence Paradox: https://www…

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#258: From Wendy’s Value Meals to Managing $33 Billion & How You Can DESIGN True Wealth w/ Anthony Englert 1:30:14

27d ago1:30:14

1:30:14

At 19, Anthony Englert thought he’d cracked the wealth code. He was living in a million-dollar mansion, cashing checks from a hedge fund with 12% monthly returns, and feeling on top of the world… …until his business partners accused him of not being willing to take enough risk, kicked him out of the company, and he lost everything — including his e…

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Franchise Secrets: From 0 to 326 Units in 18 Months | Aaron Harper 58:15

28d ago58:15

58:15

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Listen to Audio version: https://linktr.ee/ryan_hanley Stop paying $500/month for 8 different marketing tools. Try GoHighLevel's all-in-one platform free for 14 days → https://link.ryan…

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304. Under the Radar: Wealth Strategies for the Quietly Rich 41:02

29d ago41:02

41:02

In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence. Related Podcast Episodes: - Ep 73: Leave a Legacy of Generosity - Ep 260: 10 Financial Habits That Lead to Long Term Succes…

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Smarter Retail Investing with AI UX and Fractional Themes 31:30

1M ago31:30

31:30

How do you reduce investor friction without dumbing down the experience? Podcast host, Jim Jockle, sits down with Eric Chu, CEO & Co-Founder, Tradesk Securities, to unpack how AI and behavioral UX can help time-pressed retail investors cut through noise, build better habits, and stay aligned to long-term goals. They dig into trust and transparency …

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#126 - Early Real Estate Mistakes and Lessons Learned 33:11

1M ago33:11

33:11

What separates pilots who want to invest from those who actually succeed? In this episode, Tait Duryea and Ryan Gibson share the real stories behind their first deals, the mistakes they made, and the lessons that still guide them today. From disastrous single-family rentals to managing multifamily properties, they explain why failure is often the b…

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The Influence Paradox: Why Peak Performers Stop Trying to Convince People 13:32

1M ago13:32

13:32

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube Stop paying $500/month for 8 different marketing tools. Try GoHighLevel's all-in-one platform free for 14 days → https://link.ryanh…

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#257: BTS Of The Relationship Powering A Podcast With 175 MILLION Downloads… w/ Kate Dumas of EO Fire 1:01:20

1M ago1:01:20

1:01:20

I’ll never forget my sophomore year of college, wandering the cobblestone streets of Sevilla, Spain, earbuds in… listening to something brand new to me at the time: Podcasts. One show in particular stood out: Entrepreneurs on Fire. Hearing real entrepreneurs talk about building businesses that made an impact felt revolutionary compared to the dry, …

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Is outbound sales right for you? | Ben Smith 59:15

1M ago59:15

59:15

Send us a text Mastering Outbound Sales with Ben Smith In this episode, Shawn interviews Ben Smith, the founder of Bright Reach Sales, who has over seven years of experience in driving revenue through effective sales strategies. Ben shares his journey from insurance sales to founding Bright Reach, emphasizing the importance of outbound sales for bu…

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The Physics of Focus: How a Nobel Prize-Losing Astrophysicist Cracked the Code on ADHD Success | Dr Brian Keating 1:10:50

1M ago1:10:50

1:10:50

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube Connect with Dr Brian Keating Into the Impossible Vol II: https://amzn.to/41StaXE Losing the Nobel Prize: https://amzn.to/4gpWNWq X…

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303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities 34:45

1M ago34:45

34:45

In this episode of A Wiser Retirement® Podcast, we discuss the importance of commercial airline pilot medical disability planning and why it’s often overlooked compared to life insurance. We explain how airline disability benefits work, the differences between short-term and long-term coverage, and why “own occupation” policies are essential. The c…

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The Banking Secret Billionaires Don't Want You to Know | Chris Naugle 59:56

1M ago59:56

59:56

Stop paying $500/month for 8 different marketing tools. Try GoHighLevel's all-in-one platform free for 14 days → https://link.ryanhanley.com/gohighlevel Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.r…

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#256: My Framework For Experience Design: Have Your MOM Make A WAFFLE (w/ Special Guest Interviewer, Meredith Grundei) 52:35

1M ago52:35

52:35

Back in March, I hosted the first ever LIVE event for my community, Curiosity Island. We hired my friend and Curiosity Island “Castaway” Bob Regnerus to produce the video footage for our event: Click right here to watch the video Why am I sharing this with you? * Incoming humble brag * If you listen to that video, there was definitely a theme in wh…

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The Yoga Of Work - Andrew Taggart 1:37:38

1M ago1:37:38

1:37:38

Click here to watch a video of this episode. Mentioned in the episode Andrew Taggart’s website Pathways to the Dao (Andrew’s Substack) Leisure: The Basis of Culture by Josef Pieper Secular Monks (article by Andrew Taggart) Why Buddhism is True by Robert Wright Pierre Hadot (Philosophy as a Way of Life) The Pathless Path by Paul Millerd (00:00) - In…

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302. What should I do five years before I retire? 34:50

1M ago34:50

34:50

Retirement isn’t just a finish line, it’s a brand new chapter. In this episode of A Wiser Retirement® Podcast, Casey Smith and Financial Advisor Michaela Dowdy outline eight key things you should focus on starting five years before retirement. While more time is always better, the 3–5 year mark is when many people get serious. Here's how to make th…

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AMA Episode 200 - I answer questions on parenting, courage, being a prophet, taking risks, and money 29:55

2M ago29:55

29:55

I took questions from people for episode 200. Enjoy! Click here to watch a video of this episode. (00:00) - Introduction and Podcast Background (03:08) - Future of Education and Teaching (05:29) - Thoughts on Being a Prophet (06:09) - Current Pulling Forces and Changes (08:30) - Special Hardcover Edition Plans (10:05) - Managing Financial Anxiety (…

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301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins 26:34

2M ago26:34

26:34

In this episode of the A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital, to discuss how fast cryptocurrency is evolving and how banks are getting involved. - Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs - Ep 286: How can I evaluate crypto as a potential…

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#125 - Oil & Gas Investing for High-Income Pilots with Mark Fleming 52:18

2M ago52:18

52:18

Can oil and gas really be a smart play for high-income professionals? In this episode, Tait Duryea and Ryan Gibson sit down with Mark Fleming, petroleum engineer and Turbine Capital’s oil & gas advisor, to break it down. From the basics of how drilling works to the tax advantages that can offset W2 income, you’ll learn the realities of this often-m…

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Transforming Your Health into a Competitive Advantage in Business | Ted Ryce 1:24:52

2M ago1:24:52

1:24:52

Stop paying $500/month for 8 different marketing tools. Try GoHighLevel's all-in-one platform free for 14 days → https://link.ryanhanley.com/gohighlevel Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.r…

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#255: How To Use “Choice Mapping” To Make Choices With Confidence And Clarity w/ Kim DeYoung 1:16:36

2M ago1:16:36

1:16:36

Imagine this: You’re driving to a high-end coaching workshop—an event you’ve just spent a big chunk of money to attend. You’re hopeful, nervous, not totally sure if you even should be going… And then, mid-drive, you get into one final painful conversation with your mother—and decide, in that moment, to end the relationship. This was a pivotal momen…

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300. Built to Last: The History and Future of Wiser Wealth Management 51:39

2M ago51:39

51:39

In this episode of A Wiser Retirement® Podcast, we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, reflect on the history of Wiser Wealth Management, the growth of the podcast, and the firm’s mission to provide real, relationship-drive…

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How One Simple Word Is Destroying Your Company | Natalyn Lewis 50:28

2M ago50:28

50:28

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube Connect with Natalyn Lewis Website: https://nattyo.com/ Instagram: https://www.instagram.com/natty.o.lewis Performance coach Nataly…

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#124 - $44 Trillion and the Future of Retirement Investing with Mat Sorensen 50:52

2M ago50:52

50:52

Tait Duryea and Ryan Gibson welcome Mat Sorensen, CEO of Directed IRA, for a powerful discussion on how pilots and high-income professionals can unlock private investment opportunities through retirement accounts. From self-directed IRAs to Solo Ks, Mat explains the mechanics of rolling over old 401(k)s, navigating recent regulatory changes, and ta…

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I showed up. What happened next changed everything... 35:09

2M ago35:09

35:09

Join our community of fearless leaders in search of unreasonable outcomes... Want to become a FEARLESS entrepreneur and leader? Go here: https://www.findingpeak.com Watch on YouTube: https://link.ryanhanley.com/youtube Hanley reflects on his recent trip to Greenville, South Carolina, where he attended Mick Hunt's Lead Loud series leadership event. …

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#254: BC Time Machine: Conscious Storytelling w/ Michael Hauge, Jude Charles, & Britt Lefkoe 38:38

2M ago38:38

38:38

One of my core values is something I call conscious storytelling. I believe the stories we tell — both internally to ourselves and externally to the world — create our reality. Change your story, and you can change your reality. That’s why in this Beyond Curious Time Machine episode, I wanted to hit both sides of storytelling: How do we tell more m…

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How To Retire Well: Dennis Owen on Moving Abroad, Building Community, Volunteering, Adapting to New Cultures, Creating Routine, Consulting After Retirement, Managing Money Mindset Shifts, Staying Current ... 1:02:39

2M ago1:02:39

1:02:39

In this episode, I talk with Dennis Owen about his journey from a long career in the airline industry to building a purposeful and active retirement in Chiang Mai, Thailand. Dennis shares how he intentionally “retired to” a new life filled with volunteering, consulting, and community involvement, rather than just leaving work behind. We discuss the…

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299. Financial Conversations Every Couple Should Have Before Saying 'I Do' 44:24

2M ago44:24

44:24

In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy finan…