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Just One More Year

Chasing a Perfect Retirement Plan There’s a particular kind of pilot who has done everything right, and I suspect one comes to mind. They maxed

SWA Pilots: Avoid a Surprise Tax Bill

https://youtu.be/M0Sd98LmSzg In this episode, Charlie Mattingly, CFP® | MBA and Andy Christopher, CFP® | CFA® | MSF, issued two important public service announcements for Southwest

SWA Profit Sharing Transfer Window is Open

In this episode, Charlie Mattingly, CFP® | MBA and Andy Christopher, CFP® | CFA® | MSF dive into the details of the open window for

Pilots should NOT retire at age 60

https://youtu.be/C0ZnEJZPk8Y In this episode, Kevin Gormley, CFP®, CPA, PFS dives into why airline pilots should carefully reconsider early retirement, mapping out the potential financial and

Risk Doesn’t Always Equal Reward

Two Example Investment Strategies You Should (Probably) Avoid As a financial planner, I work hard to educate our clients on sound principles of investing. For

FedEx Pilots Retro Pay Details

In this episode, Kevin Gormley, CFP® | CPA | PFS and Andy Christopher, CFP® | CFA® | MSF from Leading Edge Financial Planning discusses the

The First Officer Wealth Window

For many pilots, the early years of flying feel like a blur of training events, new bases, reserve schedules, and rapid pay changes. It’s an

SWA Pilots: Save More on Disability Than While Working

In this episode, Charlie Mattingly, CFP® | MBA & Nolan Clark, CFP® | BS (Finance) dive into a surprising financial opportunity for Southwest Airlines (SWA)

SpaceX IPO: Beyond the Hype

In this episode, Charlie Mattingly, CFP®, MBA & Andy Christopher, CFP®, CFA®, MSF dive deep into the SpaceX IPO, separating the massive media buzz from