Leading Edge Financial Planning

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.

09/03/2026

Flight #137: Indexing 101 with DFA Rob Harvey

Who builds an index?

It isn't necessarily Vanguard. It isn't necessarily BlackRock. And it isn't necessarily the company managing your ETF.

In this episode, Rob Harvey breaks down the often-overlooked relationship between index providers and asset managers—and explains how the rules ultimately shape what investors own.

You can find show notes, resources and more at: https://tinyurl.com/2ttsnwyn

09/02/2026

Southwest Airlines pilots can now designate their Non-Elective Contribution (NEC) as a Roth contribution. However, choosing this option may impact your financial and tax planning.

Unlike traditional Roth contributions, federal taxes are not automatically withheld from these funds at the source. Without careful adjustment, your regular paycheck withholding may fall short, potentially leaving you with an unexpected tax bill or penalties. Review your elections and make sure they fit into your overall financial plan.

Watch the full conversation here: https://youtu.be/M0Sd98LmSzg

09/01/2026

The 401(k) contribution rules have changed this year, and certain settings may warrant another check. The Roth catch-up contribution is not an automatic default, meaning you need to log into your account to make an election. If you previously turned it off to manage cash flow, failing to turn it back on may cause you to miss out on your catch-up contributions.

Be sure to log onto your workplace website to review your contribution percentages to align them with your financial goals.

Watch the full conversation here: https://youtu.be/M0Sd98LmSzg

08/30/2026

Flight #137: Indexing 101 with DFA Rob Harvey

Here's a surprising investing lesson: an index fund's goal isn't to beat its index.

It's to track it as closely as possible.

Rob Harvey joins Pilot Money Guys to explain why that matters, how tracking error works, and what investors should understand before choosing an index fund.

You can find show notes, resources and more at: https://tinyurl.com/2ttsnwyn

Flight #137: Indexing 101 with DFA Rob Harvey Think you know what you're getting when you buy an index fund? Think agai...
08/28/2026

Flight #137: Indexing 101 with DFA Rob Harvey

Think you know what you're getting when you buy an index fund? Think again.

Rob Harvey from Dimensional Fund Advisors joins Pilot Money Guys to unpack the hidden complexity behind indexing—from who creates the rules to why two “small-cap” indexes can perform dramatically differently.

Is your index fund really giving you what you think it is?

You can find show notes, resources and more at: https://tinyurl.com/2ttsnwyn

For Southwest Airlines pilots considering electing your Non-Elective Contribution (NEC) as Roth, please be aware that fe...
08/28/2026

For Southwest Airlines pilots considering electing your Non-Elective Contribution (NEC) as Roth, please be aware that federal taxes are not automatically withheld from these funds.

Without proper planning, this choice may result in unexpected taxes due and IRS penalties when tax season arrives. Carefully evaluate your tax plan before making changes to your 401(k) account settings.

Watch the full conversation here: https://youtu.be/M0Sd98LmSzg

Flight #136: How Much is Enough? with Eric Hubbard Share your answers below. You can find show notes, resources and mor...
08/26/2026

Flight #136: How Much is Enough? with Eric Hubbard

Share your answers below.

You can find show notes, resources and more at: https://tinyurl.com/4fpbawmy

08/24/2026

Flight #136: How Much is Enough? with Eric Hubbard

The FedEx pilot contract brings major financial opportunities — but also important decisions.

We break down pay increases, retro payments, tax considerations, and retirement planning strategies pilots should understand.

You can find show notes, resources and more at: https://tinyurl.com/4fpbawmy

Flight #136: How Much is Enough? with Eric Hubbard Will AI replace your job? How much is enough? It’s one of the hardes...
08/22/2026

Flight #136: How Much is Enough? with Eric Hubbard

Will AI replace your job?

How much is enough?

It’s one of the hardest financial questions to answer — because the answer isn’t just about numbers.

In this episode, we explore retirement planning, purpose, gratitude, and finding contentment beyond the next milestone.

You can find show notes, resources and more at: https://tinyurl.com/4fpbawmy

08/20/2026

Flight #136: How Much is Enough? with Eric Hubbard

Have you ever reached a goal… only to immediately set a bigger one?

That’s the hedonic treadmill at work.

This episode explores why chasing “more” can keep us from appreciating what we already have.

You can find show notes, resources and more at: https://tinyurl.com/4fpbawmy

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