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The Pilot Money Guys: Flight 3 Is a Roth 401(k) or Health Saving Account right for you?
In this episode, we dive into the intricacies of 401ks, HSAs and more. We cover the differences between Roth vs non-Roth 401(k) and what might be right for you. We cover the Health Savings Account and the top things to consider when creating your investment gameplan.
The Fiduciary.
A fiduciary is someone who acts on behalf of another person and has a fundamental obligation to put their clients’ interests ahead of their own, with a duty of undivided loyalty and utmost good faith. Fiduciaries are bound both legally and ethically to act in the client’s best interests.
“The Envious Investor”
Have you forever missed out if your returns weren’t as high as your neighbor? Charlie discussed what it was like in 2020 as investor, the challenge of staying the course, and the FOMO if your returns weren’t as high as your neighbor.
Volatile Markets, and Uncertain Airline Careers: Top 5 considerations for pilots facing a potential furlough
Let this pandemic be another reminder that the airline industry is volatile and vulnerable to events out of our control. However, we can control how we prepare our personal finances to make the tough times a little more manageable. Here are the Top 5 action steps that all airline families should consider especially if they feel their airline job is vulnerable to furlough at any time in the future.
End of Year Checklist 2020!
As we near the end of another year it is always wise to review your financial situation – especially after a year like 2020! Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities, and set goals for 2021.
What Lies Ahead? The Top Ten Investing Principles for Getting Through the Next Market Downturn, Pandemic, Recession, etc.
Not even Hollywood writers could have created a story like we lived out in 2020. Charlie Mattingly and one of Leading Edge’s newest advisors, Rob Eklund, discuss what this year has taught us, how to better prepare in the future, and thoughts about the markets and economy going forward.
Trust Your Instruments, Not Your Gut, When it Comes to Flying AND Investing!
So, it’s a dark night and the weather is terrible. What are the instruments you trust? What is your primary and backup instrument? Here are five instruments that I think can save your investments as well as your financial sanity during uncertain times…
Southwest Airlines: What happens to my Life Insurance if I become Disabled or Retire Early?
Do you know what happens to your Southwest Airlines group term life insurance policy if you become disabled or retire early? It may be different from what you’ve heard on the crew van!
In this short video, Charlie outlines exactly what happens to your group term life insurance policy if you become disabled or leave Southwest Airlines.
Retirement: Everything is Different Now!
You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different.
Election 2020: A Discussion on Our Thoughts and Concerns
The 2020 Presidential Election is just around the corner. As we are flooded with information and headlines, questions and concerns have built up. Is there anything we need to do to protect ourselves and our investments from the uncertainty in the future?
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