In this episode, Charlie Mattingly, CFP®, MBA, and Andrew Christopher, CFA®, MSF, break down the new Roth Catch-Up Rule Change and why it may have
For those who follow the NFL, now out-of-retirement NFL quarterback Philip Rivers made a comeback to the sports world by returning to the Indianapolis Colts
In this video, Andrew Christopher, CFA®, MSF and Charlie Mattingly, CFP®, MBA break down the Southwest Airlines Market-Based Cash Balance Plan (MBCBP) and why it
Will the Stock Market Go Down in 2026? How to Prepare for Investing Success in 2026. Investing today feels harder than ever. The sheer volume
In this episode, financial advisors Andrew Christopher, CFA®, MSF and Charlie Mattingly, CFP®, MBA from Leading Edge Financial Planning break down the upcoming IRS rules
Join Kevin Gormley, CFP®, CPA, PFS and Nolan Clark, CFP®, B.S. (Finance) from Leading Edge Financial Planning as they break down two tax-advantaged college savings
https://youtu.be/NxS5qLG0NZw?si=pnTGCp9hFPehfJzN In this episode, Kevin Gormley, CFP®, CPA, PFS, is joined by Andy Christopher, CFA®, MSF, to break down Delta Air Lines’ expanding benefits options,
https://youtu.be/nSXxHoE5iVE In this session, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down the Group Variable Universal Life (GVUL) insurance plan available
