The Briefing Room
Short 3–5 minute briefing segments distilled from the full conversation, plus recommended deep-dive podcast episodes for pilots who want to go further.
Briefing Segments · 3–5 min
The Survivor Benefit Plan Trap
Why giving up $20K–$40K/year of your pension may be the most expensive default in retirement.
Sequence of Returns Risk, Solved
How a volatility buffer turns the 4% rule into a 9% license to spend in retirement.
The Rockefellers Used This
Walt Disney, J.C. Penney, and the Rockefellers — why the wealthy bank on themselves.
Deep-Dive Podcasts · Full Episodes
Whole Life Insurance vs Bonds · w/ Ryan Fleming
Wealth Warehouse — Ryan Fleming joins Dave & Paul to make the case for whole life as the fixed-income sleeve in a pilot's portfolio.
Working With a Financial Advisor · The Pilot's Advisor
Wealth Warehouse — Ryan Fleming on managing a pilot's 401(k), the brokerage link, and his journey to Infinite Banking.
Rethinking Your Survivor Benefit Options · w/ Dave Befort
The Pilot's Advisor — why the default 50% survivor benefit may be the most expensive choice, and a better way to protect your spouse.