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Pilot’s Portfolio

Timothy P. Pope, CFP®
Beacon Relocation
Taxes
Roth IRA
Real Estate
Market-Based Cash Balance Plan
Southwest Airlines
401k
Tax Planning
Disability Insurance
Delta Air Lines
Long-Term Disability
American Airlines
United Airlines
Donor Advised Funds
360 Aviation Advisors
Automation
National Association Of Realtors
ALPA
UPS
Fedex

Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional.

Timothy P. Pope is a Certified Financial Planner™and ... more

PublishesTwice monthlyEpisodes65Founded3 years ago
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InvestingBusiness

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Artwork for Pilot’s Portfolio

Latest Episodes

Your airline may provide life insurance, but how well does that coverage fit your family, your income, and the flying you do outside work?

In this episode, I’m joined by Brianna Fanning, Director of Outside Sales at The Pilot Insurance Center and a ... more

YouTube

Professional pilots can accumulate more than just 401(k)s, IRAs, Roth accounts, and brokerage accounts over the course of a career.

Airline benefits can also include Health Reimbursement Arrangements, Retiree Health Reimbursement Arrangements, defer... more

YouTube

As pilots move through their careers, financial accounts can start to build up across different stages of life.

A current 401(k) or TSP. Old employer plans. Rollover IRAs. Roth accounts. Backdoor Roth opportunities. An HSA. A taxable brokerage accou... more

YouTube

In Part 1 of this conversation, Timothy P. Pope, CFP, started with the first step in tax planning: understanding what the tax number actually means. If you missed that episode, stream it here:

In this following part, Tim continues the tax conversati... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
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Recent Guests

Bri Fanning
Sales Manager for the Pilot Insurance Center (PIC Life)
Pilot Insurance Center (PIC Life)
Episode: Pilot Life Insurance: Building a Plan for Your Family, with Brianna Fanning
Kevin Walker
CEO of Beacon Relocation
Beacon Relocation
Episode: Should Pilots Buy Now or Wait? Rates, Prices, and the Housing Market, with Beacon Relocation
Jade Barnett
COO of Beacon Relocation
Beacon Relocation
Episode: Should Pilots Buy Now or Wait? Rates, Prices, and the Housing Market, with Beacon Relocation
Kit Darby
Airline compensation expert and president of Aviation Consulting LLC
Aviation Consulting LLC
Episode: What's Your Career Worth? 2026 Updates - Airline Compensation & Trends with Kit Darby
Nonrev Brown
Listener who asked about DAFs and tax strategies
aviation professional
Episode: Q&A: Roth, 401a, and DAF Strategy
Kevin from Southwest
Listener asking about NEC as Roth and its effect on Roth IRA contributions
Southwest Airlines pilot
Episode: Q&A: Roth, 401a, and DAF Strategy
Anonymous listener from Delta
Listener asking about 401k, 401a, pre-tax, after-tax, and Roth interactions
Delta Air Lines pilot
Episode: Q&A: Roth, 401a, and DAF Strategy
Trevor Flor
Founder of Aimpoint Investments; US Navy veteran and airline pilot
Aimpoint Investments
Episode: Real Estate Without the Headaches: DSTs for Pilots

Host

Timothy P. Pope
Host of Pilot's Portfolio

Reviews

4.9 out of 5 stars from 46 ratings
  • An insightful show

    Tim offers really great insights and informed perspective on how to nagivate the financial aspects of professional pilots. Definitely a must for pilots and aviation workes!

    Apple Podcasts
    5
    MKS9323
    United Kingdom3 months ago
  • ALTs CAP

    I absolutely love and appreciate this podcast. I learn so much from every single show.

    Apple Podcasts
    5
    NonRevBrown
    United States8 months ago
  • Amazing podcast host, even better financial advisor.

    Love Tim; great podcast helping us navigate life and finances; he does an exceptional job of explaining complex concepts.

    Apple Podcasts
    5
    Ian5164
    United States8 months ago
  • Wonderful

    Sound advice for pilots and their families! Highly recommend. I appreciate how clear and concise his advice is and the guests he has on are great as well!

    Apple Podcasts
    5
    Gaby maar
    United States2 years ago
  • Practical Info Tailored for Pilots

    Love this podcast. The information presented is holistic, including the reality of the aviation industry and the saving/spending habits of pilots.

    As both an age 30 pilot at a major and a spreadsheet nerd, I especially loved how thoroughly Ep 13 covered the math of direct 401k contributions. I’m surprised at how you masterfully communicated a spreadsheet in a consumable audio format.

    Thank you for the invaluable insights!

    Apple Podcasts
    5
    Ty_N
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality guests with actionable ideas.
Clear, practical guidance for pilots and families.
Well-produced with relatable real-world examples.

Talking Points

Recent interactions between the hosts and their guests.

Pilot Life Insurance: Building a Plan for Your Family, with Brianna Fanning
Q: What are the key considerations a pilot should think about when choosing life insurance?
Assess whether the policy needs to cover not only current debts and income, but also future needs like education, spousal support, and potential business obligations, while accounting for aviation-specific exclusions and the stability of employer-provided coverage.
Q&A: Roth, 401a, and DAF Strategy
Q: Will taking NEC as Roth affect my ability to contribute or convert to a private Roth IRA?
No; taking NEC as Roth does not prevent contributing to or converting with a backdoor Roth, but you should be mindful of pre-tax IRA balances and the pro-rata rule when converting any pre-tax funds, and you should consider how your overall tax picture reacts to Roth vs pretax choices.
Our listeners have saved nearly $40,000 - What you need to know for real estate transactions this year
Q: How do Beacon Relocation and its network specifically help controllers and pilots with their real estate transactions?
Beacon pairs clients with a nationwide network of vetted agents and offers a monetary credit back at closing, which can be applied to closing costs or given as a cash refund, improving the buyer's or seller's bottom line.
What's Your Career Worth? 2026 Updates - Airline Compensation & Trends with Kit Darby
Q: What is the current state of airline pilot compensation and its drivers?
Compensation is strong overall due to a shortage of pilots, with contract-driven raises and significantly improved retirement contributions; however, the long-term outlook is tied to economic cycles, demand growth, fuel costs, and capacity decisions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Pilot’s Portfolio

What is Pilot’s Portfolio about and what kind of topics does it cover?

A financial-focused show catering to aviation professionals, with a strong emphasis on personal wealth, retirement planning, and real estate strategies tailored to pilots and airline crews. Episodes commonly cover airline compensation trends, retirement accounts (including Roth and backdoor strategies), tax planning, and real estate moves (notably Beacon Relocation programs) aimed at mitigating the unique financial volatility in aviation. Noteworthy elements include a practical, down-to-earth approach to budgeting, multiple income streams, and real-world examples from industry guests, making complex concepts accessible for pilots and their families. The show often blends actionable planning tips with sponsor integrations for relocation and ... more

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Which podcasts are similar to Pilot’s Portfolio?

These podcasts share a similar audience with Pilot’s Portfolio:

1. 21.FIVE - Professional Pilots Podcast
2. Passive Income Pilots
3. The SWAPA Number
4. Pilot to Pilot
5. Engage: The Podcast for Delta Pilots

How many episodes of Pilot’s Portfolio are there?

Pilot’s Portfolio launched 3 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Pilot’s Portfolio?

Recent guests on Pilot’s Portfolio include:

1. Bri Fanning
2. Kevin Walker
3. Jade Barnett
4. Kit Darby
5. Nonrev Brown
6. Kevin from Southwest
7. Anonymous listener from Delta
8. Trevor Flor

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