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Investor Education

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 […]

Financial Thoughts on Moving to the Left Seat "Captain"

by LEFP

Jan 18, 2023

FINANCIAL IMPACT OF MOVING TO THE LEFT SEAT Mark Covell (financial planner and American Airlines pilot) and Kevin Gormley (CFP®, CPA, PFS) discuss the financial implications of the salary increase that comes when pilots get promoted from First Officer to Captain (“left seat”).________Please remember that past performance may not be indicative of future results. Different […]

Inflation: Why it’s So Destructive and Why the Fed Must Kill It

by leadingedgedev

Oct 20, 2022

“While higher interest rates, slower growth, and softer labor market conditions will bring down inflation, they will also bring some pain to households and businesses”- Jerome Powell, August 26, 2022Upon utterance of these words the equity markets promptly tanked ending the day with a cascade of selling and the S&P500 finished down over 3%. The […]

What Does Fiduciary Mean and Why is it Important?

by leadingedgedev

Sep 12, 2022

Leading Edge Financial Planning is growing!  Thanks to you for spreading the word about Leading Edge, we’re adding new advisors to increase our capacity and continue to improve the quality of our service for current and future clients.   We’ve been tremendously fortunate to have added three new advisors over the last few months.  Many of you already know Ben Dickinson as he’s been with us for almost two years now.  However, he’s moving into more of an advisory role as he’s increased his […]
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