The Fearless Advisor Archives - Page 3 of 5 | F5 Financial

What Is the Key to Retiring Successfully?

By Josh Duncan | May 20, 2022 |

Fearless Advisor, retiring, retirement, investing, financial advisor, Josh Duncan, F5 Financial, Venice, McDonough

Today I cover the 3 key principles for retiring successfully. Tune in to find how to apply this wisdom to your future retirement!

How Floridians Can Invest Money Saved on Taxes

By Josh Duncan | April 29, 2022 |

Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.

What is Conservative Investing?

By Josh Duncan | April 15, 2022 |

The Fearless Advisor! What is Conservative Investing? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!

Is Volatility Good or Bad?

By Josh Duncan | March 18, 2022 |

The Fearless Advisor! Is volatility good or bad?

Volatility is “a tendency to change quickly and unpredictably.” The stock market can indeed swing greatly. Tune in to hear what you SHOULD be chasing!

Opening a Bank Account for Your Kids

By Josh Duncan | February 11, 2022 |

The Fearless Advisor! Opening a Bank Account for Your Kids | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today we discuss how to go about opening a bank account for your children’s money. Watch (or read) to find out more!

How to Leave Your Job and Start a Business

By Josh Duncan | January 21, 2022 |

The Fearless Advisor! How to Leave Your Job and Start a Business | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today we discuss the 7 steps needed if you’d like to transition away from your job and start a business. Watch (or read) to find out more!

Do I Need Musical Instrument Insurance?

By Josh Duncan | January 7, 2022 |

The Fearless Advisor! Do I need musical instrument insurance? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today we discuss how to decide if the musician in your family needs musical instrument insurance. Watch (or read) to find out more!

Is a Health Plan with an HSA Right for Me?

By Josh Duncan | December 17, 2021 |

Is a health plan with an HSA right for me? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Today we discuss what to consider when deciding if a health plan with an HSA is a viable option for you. Watch (or read) to find out more!

How does a financial advisor get paid?

By Josh Duncan | December 3, 2021 |

How does a financial advisor get paid? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

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.

When Should I Hire a Financial Advisor?

By Josh Duncan | November 12, 2021 |

Does my situation call for a financial advisor? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

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!