Financial Freedom Tips
Financial Freedom Tips (Video) – Parents, How Much Life Insurance Do You Need?
Do you have dependent children? Here’s what you need to know to make wise decisions when purchasing life insurance for your family.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Read MoreFinancial Freedom Tips (Video) – Save Half Your Raise
Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!
Read MoreFinancial Freedom Tips (VIDEO) – Pre-Tax Savings
Today we explain pre-tax savings, so you can keep your money working for you as you create your life of financial freedom.
Read MoreFinancial Tips With Josh Duncan (Video): Less is More – Asset Consolidation
One key step in the financial planning process is to identify all your assets. This key helps unlock what is available to help you meet your goals—and achieve financial freedom.
Read MoreFinancial Tips With Josh Duncan (Video) – Saving for Retirement
Here we offer a brief overview of commonly available retirement plans, including key differences between 401(k), IRA, and Roth IRA accounts and a few of the benefits they offer.
Read MoreFinancial Freedom Tips (VIDEO) – High-Interest Savings Accounts
In this 5-minute video, we discuss the benefits of high-interest savings accounts at online banks—and how to know if this type of account would be a good fit for you.
Read MoreFinancial Freedom Tips (Video) – All About Credit Cards
Understanding credit cards (as tools, as well as all the hidden risks/costs) is essential! In this 4-minute video, we share what you need to know—plus 2 free tools you can use to help stay on top of your credit cards, become/remain debt-free, and achieve financial freedom.
Read MoreFinancial Freedom Tips (VIDEO)- Guidelines for your Spending Plan
Guiding your finances with a spending plan is an important step in achieving personal significance. In this 4-minute video, I’ll provide some guidelines for different types of spending. This will help you either get started or evaluate your current situation.
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