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.

-------------------

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.

07/13/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

The best investing ideas are usually the boring ones.

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

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You If you’ve ever wondered, “Is this legit?”—this episode is f...
07/11/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

If you’ve ever wondered, “Is this legit?”—this episode is for you.

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

07/09/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

Not every “wealth strategy” online is what it seems.

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

The excitement of a new FedEx contract may lead some pilot families to pre-spend their retro bonus, but the reality of n...
07/09/2026

The excitement of a new FedEx contract may lead some pilot families to pre-spend their retro bonus, but the reality of net versus gross pay may lead to a financial sting. Between tax withholdings and union dues, the actual amount landing in your bank account may be much lower than the retro bonus you see on paper.

You may consider waiting until the funds are officially cleared before making major purchases to ensure you aren't just using your hard-earned bonus to cover credit card debt. Developing a clear plan today may help you avoid this common emotional letdown and keep your financial goals on track.

Learn more about how to plan for your retro bonus: https://youtu.be/3NtYs38FjQk

07/08/2026

Receiving a significant lump sum may be the ideal opportunity to reduce or eliminate high-interest burdens like credit card debt or a HELOC. Paying down an obligation with a 7% interest rate is effectively a 7% return on that portion of your hard-earned retro bonus.

While you may want to use a portion of the bonus for enjoyment, prioritizing costly debts first may strengthen your financial health.

Watch here to learn more about the FedEx pilot retro bonus: https://youtu.be/3NtYs38FjQk

Smart planning today may help turn that temporary dopamine hit into long-term emotional benefits. You may consider tackl...
07/07/2026

Smart planning today may help turn that temporary dopamine hit into long-term emotional benefits. You may consider tackling high-interest debt, saving for retirement or major purchases, taking a well-deserved vacation, or a combination of these to ensure your hard-earned bonus works as hard as you did to earn it.

Catch the full walkthrough: https://youtu.be/3NtYs38FjQk

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You If it promises high returns with no downside, it’s worth a ...
07/07/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

If it promises high returns with no downside, it’s worth a second look.

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

07/06/2026

The excitement of the new FedEx contract is high, but the reality of your retro bonus may be a surprise. Whatever your expected gross payout is, the actual deposit in your bank account will be significantly lower due to taxes and other withholdings.

To avoid this common emotional "gotcha," you may consider mentally preparing for a smaller net amount and planning based on realistic numbers. Mentally preparing for the tax impact today may be the best way to ensure your hard-earned money is managed with clarity rather than disappointment.

Prepare for your retro bonus today: https://youtu.be/3NtYs38FjQk

07/05/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

Complexity is often where financial mistakes hide.

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

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You Some investments sound smart… until you understand how they...
07/03/2026

Flight #133: 7 Money Moves That Can Help, Hurt, or Trap You

Some investments sound smart… until you understand how they actually work.

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

Address

6921 Office Park Circle
Knoxville, TN
37909

Website

Alerts

Be the first to know and let us send you an email when Leading Edge Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category