221. Are You Leaving Money on the Table Before Year-End?

Tim Pope of 360 Aviation Advisors joins Dylan and Max to talk open enrollment, year-end financial planning, and one of the biggest career decisions pilots eventually face: when to upgrade. For professional pilots, the numbers matter—but so do schedule, seniority, reserve, weekends off, and the quality-of-life calculus that never fits neatly into a spreadsheet. They dig into disability coverage, estate planning, 401(k) and Roth strategies, AI-generated financial questions, and whether captain pay is worth trading away a senior FO schedule. Listen in and subscribe for more conversations built around the decisions professional pilots actually have to make.

Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast.

Show Notes 0:00 Intro

3:48 Benefit Season & Estate Plans

7:37 Health & Year-End Targets

16:57 AI in Financial Planning & Tax Check In

24:13 Quality of Life vs Money

35:47 Airplane Purchase Spreadsheet

39:19 When to Work With Tim

Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast.

Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more.

Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more.