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Investor Education

United Airlines Pilot Long Term Disability Explained

by LEFP

May 28, 2024

United Airlines Long Term DisabilityKevin Gormley, CFP® Andy Christopher, CFA® , lead financial planners from Leading Edge Financial Planning, discuss the details of the long-term disability plan offered by United Airlines.The key takeaways from the video are:The long-term disability benefit pays out 50% of your pay until you reach age 65, which is the mandatory […]

If I Could Tell Every Airline Pilot One Thing…

by Charlie Mattingly

Mar 15, 2024

If I Could Tell Every Airline Pilot One Thing… If I could tell every airline pilot one thing it would be, save more money! I know it’s not rocket science, but like eating healthy and exercising – it’s not easy to do!  As a Certified Financial Planner professional and an airline pilot myself, I understand how […]

Trust Your Instruments, Not Your Gut, when it Comes to Flying AND Investing!

by Charlie Mattingly

Mar 14, 2024

TRUST YOUR INSTRUMENTS, NOT YOUR GUT       … when it comes to Flying and Investing! As a brand-new pilot, one of the first things you learn is how to mitigate the risk of the potentially deadly physiological phenomenon known as spatial disorientation or spatial-D. In pilot speak, spatial-D is when your body is telling […]

What is Legacy Planning and Why it Matters to You Now?

by Charlie Mattingly

Feb 28, 2024

Yes, I’m a Tim Mcgraw country music fan. I think at this point, he might be considered old school country music. Nonetheless, when we unpack the subject of planning for our legacy, we conclude with the idea that we must first face our own mortality.   What is it that we really want out of […]

The Tax Man Cometh – Do Not Be Afraid!

by Charlie Mattingly

Jan 31, 2024

“Intelligence pushes you toward the idea that complex problems require complex solutions” ~Morgan Housel, Money psychology expert* Paying taxes often causes a visceral reaction. I get it! It is probably the single most painful financial task we have to face on an annual basis. Furthermore, many of you recently received large contract bonus paychecks. For […]

Flight #68: What To Do With Your Bonus Check

by LEFP

Nov 3, 2023

What should you do with unexpected financial windfalls, such as a bonus check or unforeseen extra income? Today we answer this question and address the essential balance between celebrating your financial wins and planning for the future, sharing valuable tips to avoid financial pitfalls and the importance of building a robust emergency fund. Listen in […]

Flight #67: Marriage and Money: Navigating Financial Harmony

by LEFP

Oct 20, 2023

Discover the secrets to a harmonious marriage and a prosperous financial life in this engaging panel discussion. Join us as we sit down with our team members at Leading Edge Planning, including Betsy Wheeler, Paraplanner, Kevin Gormley, Principal, Jon Cremer, Financial Advisor, and Nolan Clark, Paraplanner, to explore the intricate relationship between marriage and money. […]

Flight #66: Flying High with Fighter Pilot Roger Lance

by LEFP

Oct 6, 2023

In this episode, we have the privilege of hearing the remarkable aviation journey of Roger Lance, a retired Air Force officer and Vietnam War veteran. Roger takes us on a captivating flight through his experiences, from his early days in aviation to the intense moments in the war. He provides a glimpse into the different […]

Flight #65: Mastering the Art of Holistic Investing with Andy Christopher and Sunil Wahal

by LEFP

Sep 22, 2023

Today we’re joined by investment expert Andy Christopher, a Naval Academy graduate and F-35 Contract Instructor Pilot, and Sunil Wahal, a Professor at Arizona State University and Consultant to Avantis Investors. Together, they shed light on the intricacies of investing, emphasizing its profound connection to life itself, and the importance of self-awareness, helping you calibrate […]
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