Posts Tagged ‘financial freedom’
What is Financial Freedom?
Our firm’s mission is to “inspire and equip our clients to enjoy a life of significance and financial freedom,” and today I share what financial freedom really is.
Read More3 Steps to Accomplish Any Goal
In this 5 minute video, we discuss 3 steps you can follow to accomplish any goal.
Read More5 Reasons to Set Goals
In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.
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 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 More