The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots

Automating Savings Outside of 401k For a Smarter Retirement

Scott Osborn

Most pilots automate their 401(k) savings without thinking about it, but what about everything outside that one account? Scott breaks down how to automate savings into the other tax buckets that will actually give you flexibility, control, and lower taxes in retirement. Discover why diversifying how and where you save could be the smartest way to unlock more financial options down the road.

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

🤖 Automated Savings: why automation matters beyond the 401(k)

⚖️ Tax vs. Income: balancing today’s pain with tomorrow’s payoff

🪣 Tax Buckets: Roth, pre-tax, and taxable accounts explained

💼 After-Tax Accounts: why every pilot needs one

📈 Lifestyle Creep: capturing raises through automated increases

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/@retireairlines