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Estate Planning Series: Wills & Trusts

Estate Planning Series: Wills & Trusts

by Charlie Mattingly | Aug 27, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video

  This is part 1 of our 3 part series on estate planning for airline pilots nearing the end of their career. These are the important documents and steps you need to have in order before you retire. Today’s conversation is about Wills & Trusts. We all...
How Pilots Can Create Smart Retirement Income

How Pilots Can Create Smart Retirement Income

by Charlie Mattingly | Aug 4, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video

  How can you structure your investments to maximize your retirement income? In essence, how you can take the most amount of money but pay the least amount of tax. This is a complicated subject but in this video Charlie and Kevin’s discuss the high points and...
Luck and Airline Pilot Retirement

Luck and Airline Pilot Retirement

by Charlie Mattingly | Jul 22, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video

  How much does luck have to do with building a successful retirement nest egg?  Consider what would happen if immediately following your retirement there is a recession.  Talk about bad luck!  Unless… you planned for it.   At Leading Edge we plan under the...
Webinar for Southwest Pilots: VSP 2020 and ExTO (RECORDING)

Webinar for Southwest Pilots: VSP 2020 and ExTO (RECORDING)

by Charlie Mattingly | Jun 19, 2020 | Charlie, Education, Kevin, Pilots

  Recording of Webinar for Southwest PilotsVSP 2020 & ExTORecorded June 23, 2020 Presented by Charlie Mattingly, CFP®, MBA, SWA FO and Kevin Gormley, CFP®, CPA, PFS, principals of Leading Edge Financial Planning You have run all the numbers and learned the...
Southwest Airlines Voluntary Pilot Reduction Options: VSP and ExTO

Southwest Airlines Voluntary Pilot Reduction Options: VSP and ExTO

by Charlie Mattingly | Jun 10, 2020 | Charlie, Education, Kevin, Pilots

  Southwest Airlines, in an effort to reduce its workforce, has just offered pilots Voluntary Separation Pay (VSP) and Extended Emergency Time Off (ExTO). Both are generous packages (in our opinion) and an excellent option for some pilots. How do you know if...
Warren Buffet Hates Airlines… So What?!

Warren Buffet Hates Airlines… So What?!

by Kevin Gormley | May 26, 2020 | Charlie, Education, Kevin, Pilots

Berkshire Hathaway recently sold its entire stake in Delta, Southwest, American, and United Airlines and stock prices fell after the announcement.  What is interesting is all but one out of the four of the airline’s stock prices have gone higher since the low on...
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