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How To Catch Up If You're Late To The Retirement Party?

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Manage episode 505692868 series 3585684
Content provided by Scott Osborn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Osborn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Falling behind on retirement savings can feel overwhelming, especially if you’re only just hitting your financial stride in your 30s, 40s, or even 50s. In this episode, Scott tackles the big question: How do you catch up if you feel late to the retirement party? From military pilots transitioning into airlines to career changers carrying student loans, many people wonder if they’ve missed their window to build a stronger nest egg. The good news? With the right strategy, time, and income, you can still get on track.

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

✈️ Different paths to the airline career = different financial starting points

🎯 Two critical levers for catching up: tax efficiency & investment returns

💸 Maxing out your 401k & exploring smart savings options beyond it

🛡️ Insurance and risk management are part of “catching up”

Resources:

Our website: https://retireairlines.com/

Phone: (419) 314-4139

Contact our team: https://retireairlines.com/contact-us/

Schedule an introductory call: http://callosborn.com/

Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/

The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf

Watch the podcast on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ

  continue reading

56 episodes

Artwork
iconShare
 
Manage episode 505692868 series 3585684
Content provided by Scott Osborn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Osborn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Falling behind on retirement savings can feel overwhelming, especially if you’re only just hitting your financial stride in your 30s, 40s, or even 50s. In this episode, Scott tackles the big question: How do you catch up if you feel late to the retirement party? From military pilots transitioning into airlines to career changers carrying student loans, many people wonder if they’ve missed their window to build a stronger nest egg. The good news? With the right strategy, time, and income, you can still get on track.

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

✈️ Different paths to the airline career = different financial starting points

🎯 Two critical levers for catching up: tax efficiency & investment returns

💸 Maxing out your 401k & exploring smart savings options beyond it

🛡️ Insurance and risk management are part of “catching up”

Resources:

Our website: https://retireairlines.com/

Phone: (419) 314-4139

Contact our team: https://retireairlines.com/contact-us/

Schedule an introductory call: http://callosborn.com/

Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/

The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf

Watch the podcast on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ

  continue reading

56 episodes

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