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.

10/26/2026

As Southwest pilots evaluate their health plan options during open enrollment, switching healthcare selections may lead to unexpected changes in supplemental benefits.

Choosing the Regular Plan may automatically eliminate the option for supplemental life insurance, unlike what’s available with other health plans. Pilots considering a change in coverage may want to review their entire insurance strategy to help stay aligned with their financial goals.

Watch the full conversation here: https://youtu.be/Adj3N1ghU14

10/26/2026

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

Why do bond prices fall when interest rates rise?

It sounds counterintuitive, especially when headlines make the bond market seem more complicated than ever.

In this episode of Pilot Money Guys, we break down how bond prices and yields work, what drives interest rates, and why falling bond prices don't automatically mean you should sell.

Listen to the latest episode to make more sense of the bond market.

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

Flight #140: Why Rising Interest Rates Could Be Good News for Bond Investors Inflation gets plenty of attention when bo...
10/24/2026

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

Inflation gets plenty of attention when bond yields rise, but it's not the only factor at play.

Economic growth, productivity, government borrowing and supply and demand can all influence yields. That means a rise in yields isn't automatically a sign that something is going wrong.

Tune in to Pilot Money Guys as we unpack the forces behind the bond market and what investors should consider before making changes to their portfolios.

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

10/23/2026

For FedEx Pilots, long-term disability benefits undergo step-downs over time, starting at 60% of pay for the first 24 months before stepping down to 50%.

Additionally, monthly payouts during the initial 24-month window are capped by IRS regulations. FedEx pilots may want to carefully calculate their household expenses and evaluate potential income gaps under these rules when planning for unexpected illness or injury.

Watch the full conversation here: https://www.youtube.com/watch?v=Woo6hh8pPR4


10/22/2026

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

Bond prices have taken a hit, so should investors get out of bonds?

Not so fast. Bonds can still help manage portfolio risk, and higher yields may create opportunities for investors who understand how they fit into their broader financial plan.

We explore the relationship between bond prices, yields and portfolio diversification in the latest Pilot Money Guys episode.

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

Reviewing your benefits yearly helps ensure your choices still line up with your current financial and personal situatio...
10/20/2026

Reviewing your benefits yearly helps ensure your choices still line up with your current financial and personal situation. Before open enrollment closes, pilots may want to double-check their selections to confirm they make sense for the upcoming year.

Watch the full conversation here: https://youtu.be/Woo6hh8pPR4

Flight #140: Why Rising Interest Rates Could Be Good News for Bond Investors You don't need to wait until your kids are...
10/20/2026

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

You don't need to wait until your kids are adults to start talking about money.

From learning how to spend and save to understanding what it means to own a small piece of a company, there are practical ways to introduce investing at an age-appropriate level.

On this episode of Pilot Money Guys, we share ideas for helping children build financial knowledge early.

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

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 enrollment 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 significantly impact your financial plan, especially if you have a young family or rely solely 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

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