Leading Edge Financial Planning

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Leading Edge Financial Planning We believe there is a new and better way to provide financial advice: using a fee-only, no-commission business model focused on client’s goals and values

We are passionate about developing lasting, authentic relationships that are built on a foundation of trust. Our clients know the information and advice they receive is in their best interest and is not tainted by outside sources. We strive to be leaders in the financial industry. We deliver leading edge service to our clients that is based on a high level of competency and professionalism. We are very fortunate to be able to take the knowledge and experiences we have accumulated over the years and use it to help demystify the financial markets and help families achieve personal financial freedom and prosperity.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning and are subject to change at any time due to the changes in market or economic conditions.

10/18/2026

Flight #140: Why Rising Interest Rates Could Be Good News for Bond Investors

When did you last review your employee benefits?

Open enrolment is a good opportunity for professional pilots to check more than just their health insurance. Life insurance, disability coverage and beneficiary details all deserve a closer look.

The right choices can have a significant impact on your financial plan, particularly if you have a young family or rely on your flying income.

This episode of Pilot Money Guys covers the details worth revisiting.

You can find show notes, resources and more at: https://tinyurl.com/ms9aajs8

Southwest pilots: When structuring your overarching financial strategy, consider including an annual review of how your ...
10/17/2026

Southwest pilots: When structuring your overarching financial strategy, consider including an annual review of how your assets pass to beneficiaries. Because a significant portion of your portfolio may be concentrated in accounts like a 401(k), making sure your designations are set up properly is an important element of your estate planning.

Taking time during open enrollment season may help ensure your long-term intentions are properly set up.

Watch the full conversation here: https://youtu.be/bhyzZeT7aYM

10/16/2026

Navigating open enrollment at Southwest Airlines may require managing multiple deadlines and platforms. Keeping track of key windows, such as SWAPA disability open enrollment in mid-October, Southwest company enrollment starting in late October, and non-qualified deferred compensation in November, may help ensure you do not miss the window for updating your benefit elections. Planning ahead may simplify this annual process and help you review your coverage and how they may impact each other.

Watch the full conversation here: https://youtu.be/bhyzZeT7aYM

Flight #140: Why Rising Interest Rates Could Be Good News for Bond Investors The market doesn't have a calendar. A roug...
10/16/2026

Flight #140: Why Rising Interest Rates Could Be Good News for Bond Investors

The market doesn't have a calendar.

A rough quarter doesn't necessarily mean your long-term investment strategy needs to change. Market movements reflect a mix of factors, from company earnings and inflation to economic growth and investor expectations.

On this episode of Pilot Money Guys, we discuss why it's important to look beyond short-term headlines and focus on the bigger picture.

You can find show notes, resources and more at: https://tinyurl.com/ms9aajs8

Flight #139: Should You Change Your Investments When Markets Feel Overvalued? Share your answers below. You can find sh...
10/14/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

Share your answers below.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

10/12/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

Investing doesn’t have to be about predicting the future. It can be about having a plan, staying diversified and making thoughtful decisions over time.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

Flight #139: Should You Change Your Investments When Markets Feel Overvalued? What if the biggest risk isn’t market vol...
10/10/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

What if the biggest risk isn’t market volatility, but reacting emotionally to it? Tune in for a practical discussion on risk, market timing and building confidence as an investor.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

10/08/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

AI is changing the world, but is it creating an investment bubble? Hear a balanced discussion on technology, valuations and how to avoid chasing the herd.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

Flight #139: Should You Change Your Investments When Markets Feel Overvalued? Market highs, AI headlines and economic u...
10/06/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

Market highs, AI headlines and economic uncertainty can make investing feel overwhelming. Learn why diversification, discipline and focusing on what you can control still matter most.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

10/04/2026

Flight #139: Should You Change Your Investments When Markets Feel Overvalued?

Can anyone successfully predict market downturns? We unpack the evidence, explore the limits of forecasting and discuss what investors can actually control.

You can find show notes, resources and more at: https://tinyurl.com/5dfatzax

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