Posts by Josh Duncan
How does a financial advisor get paid?
Today we dive into the 3 common fee structures that financial advisors use. Here we clarify commission-based, fee-only, and fee-based methods—so you can choose wisely.
Read MoreWhen Should I Hire a Financial Advisor?
Do you have one of the 3 situations that call for a financial advisor (financial complexity, an unexpected major financial change—or planning for one)? Learn more here!
Read MoreWhat is the value of a financial planner?
Here are 5 perspectives on how financial planners add value: retirement planning, investments, tax and estate planning, risk mitigation, and the relief of delegating!
Read MoreDo you have the time? (For long-term investments!)
It takes time for your long-term investments to reach fruition. Do you have the patience? If so, read on to learn how time is your friend!
Read MoreThe Value of Discipline
Today we explore the challenges of living a life with discipline—and offer encouragement, 4 tactics, and a long-range perspective.
Read MoreInsights from Who Not How
Today we share several key insights from Who Not How: The Formula to Achieve Bigger Goals Through Accelerated Teamwork.
Read MoreInsights from Stop Acting Rich
Today we dive into Dr. Thomas Stanley’s book, Stop Acting Rich . . . and Start Living Like a Real Millionaire, and share several key insights.
Read MoreInvesting Your Young Children’s Money – Here’s How
Here are the best options for investing your children’s money—and a few strategies for empowering older kids and teens to make wise choices.
Read MoreThe Basics of Personal Financial Planning
How do you best allocate your limited financial resources among unlimited alternatives? Things quickly get complex, so here’s where to simplify!
Read MoreBoundaries in Life and Finance
Today the Fearless Advisor discusses how to set boundaries in health & finance—along with root causes for why you may be living boundaryless!
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