FedEx Pension, Windfalls, and the Pilot’s Legacy Playbook

Описание: ✈️ Retire Pilots the Right Way!
🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/

Big paydays can feel like smooth air, until the next decision changes the flight path. In this episode, Ryan and Dave Befort talk through the money moments FedEx pilots face when contracts, pensions, and career milestones converge. Rather than focusing on tactics, the conversation zooms out to the bigger picture of balance, protection, and long-term direction.

Here’s what we cover in this episode:
📦 FedEx employees have unique pension options that require personalized planning.
💰 Choosing between lump sum or annuity isn’t one-size-fits-all — and mistakes can be costly.
🧩 Many FedEx professionals are underutilizing their 401(k) and employer match benefits.
✈️ Pilots have different timelines and flight-hour restrictions that impact retirement strategy.
🚨 Beware of advisors who don’t specialize in aviation or FedEx-specific retirement plans.

0:00 – Intro
1:22 – Ryan’s Ruptured Disc
3:10 – Investment Strategies and Financial Planning
8:25 – Survivor Benefit Plan vs. Whole Life Insurance
21:15 – Monthly vs. Annual Premiums
29:18 – Legacy & Policies for Children
37:25 – Resources
39:05 – Convertible Term Insurance

Learn more about Dave: http://ibc4pilots.com
The Wealth Warehouse Podcast: https://www.thewealthwarehousepodcast...
Watch The Infinite Banking Concept Explained:    • The Infinite Banking Concept explained  

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Retire Pilots - https://retirepilots.com

Get your FREE Retirement Toolkit - https://d74164fb.pages.infusionsoft.net/