Financial Freedom Tips Archives - Page 3 of 5 | F5 Financial

3 Steps to Accomplish Any Goal

By Josh Duncan | January 10, 2020 |

accomplish any goal in alpine meadows and mountains

In this 5 minute video, we discuss 3 steps you can follow to accomplish any goal.

5 Reasons to Set Goals

By Josh Duncan | January 3, 2020 |

Man setting goal ahead of him on rocks

In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.

Values in Action – Financial Freedom Tips

By Josh Duncan | December 20, 2019 |

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

Annuities – What You Need To Know (Video)

By Josh Duncan | December 6, 2019 |

Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

Your Christmas Spending Plan (Video)

By Curt Stowers | November 22, 2019 |

Creating your Christmas Spending Plan (presents under tree)

Are ready to keep your Christmas spending in check? Watch this quick video for helpful tips.

P&C Insurance (Property and Casualty) – Understand What You Need

By Josh Duncan | November 1, 2019 |

man inspects car and has p&c insurance

A P&C insurance review is a key part of a comprehensive financial plan & includes coverage for your home and vehicles. A big question: “How much do I need?”

What is Retirement? That Depends on You.

By Josh Duncan | October 16, 2019 |

what is retirement - retired couple enjoys reading with grandchild

My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.

The #1 Retirement Question – How Much is Enough? (VIDEO)

By Josh Duncan | October 4, 2019 |

Man with enough saved enjoys retirement travel

I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.

Financial Freedom Tips (Video) – 4 Essential Steps for Estate Planning

By Curt Stowers | September 18, 2019 |

2 happy dependents protected by an estate plan

With these 4 essential estate planning steps, you can protect your dependents, while also ensuring that your medical and financial wishes are honored.

Financial Freedom Tips (Video): Life Insurance – Term vs. Whole Life

By Josh Duncan | September 6, 2019 |

Couple understands life insurance (term vs. whole life)

Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.