Video
Financial 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.
Read MoreFinancial Freedom Tips (VIDEO) – Creating an Awesome Spending Plan
Guiding your finances with a spending plan is an important step in achieving financial freedom. Here’s how!
Read MoreFinancial Freedom Tips (Video) – How to Get Goals Back on Track
Here we share what to do as soon as you realize you’ve lost focus or are otherwise not making progress toward your goals. HINT: It’s all about how you respond! When you are successful in achieving your goals, they propel you toward personal significance.
Read MoreFinancial Freedom Tips (VIDEO) – 2 Tips for Successful Goal Tracking
You’ve put effort and care into creating your goals. Now, In this 3-minute video, we’ll share two tips for keeping those goals on track. HINT: It’s all about 2 goal-supporting habits that will help keep you accountable.
Read MoreFinancial Freedom Tips (VIDEO) – 5 Keys to Creating Smart Goals
Here we share the 5 keys to creating S.M.A.R.T. goals. When your goals are specific, measurable, achievable, relevant, and time-bound, they propel you toward personal significance.
Read More