Shows
Freedom for Retirement™Roth Conversions: Smart Tax Move or Expensive Mistake?Could a Roth conversion help reduce taxes in retirement or create an expensive mistake?Many investors hear that Roth conversions are one of the most powerful retirement planning strategies available. But what often gets overlooked is that every Roth conversion comes with tradeoffs. Converting too much can increase your tax bill, affect Medicare premiums, create cash flow challenges, and reduce the overall effectiveness of your retirement plan.In this episode, Josh Duncan explains how Roth conversions work, why they can be powerful, and the situations where they may backfire...
2026-06-0317 minFreedom for Retirement™Can You Retire at 60 with $1 Million?Can you retire at 60 with $1 million? The answer may surprise you.For many families approaching retirement, $1 million sounds like a comfortable target. But retirement planning is about far more than reaching a number. Your spending habits, healthcare costs, Social Security strategy, taxes, investment allocation, and estate planning all play a major role in determining whether early retirement is actually sustainable.In this video, Josh breaks down the real questions you should ask before retiring at 60. You’ll learn why two retirees with the exact same portfolio can experience completely di...
2026-05-2711 min
Cybersecurity News & Analysis by Cyber Sidekicks - Your Weekly Update’RSAC 2026 Day 1 - with Josh Brown, CISO at Spektrum LabsIt's Day 1 of RSAC 2026! Principal Analysts Christina Richmond and Rory Duncan chat with Spektrum Labs' CISO Josh Brown about cybersecurity resilience, safeguards, posture validation and insurance readiness
This is the first of our RSAC 2026 podcasts. You can see the video version on our YouTube Channel.
Day 2 and Day 4 podcasts and videos to follow!
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2026-03-3117 minFreedom for Retirement™What Every College Student Should Know About MoneyMost college students are never taught how money actually works—but the financial decisions you make now can shape your future for decades. In this episode, Josh breaks down 6 things every college student should know about finances, from opening the right checking account and savings account to understanding student loan debt, tax preparation, and how to prepare for your first job.This is practical, real-world financial advice for college students who want to avoid expensive mistakes and start building strong money habits early. You’ll learn how to create a fin...
2026-03-2518 minFreedom for Retirement™Don’t Invest Like the Top 1% (Here’s Why)Private equity funds and private placements are often marketed as investments reserved for the top one percent. The pitch sounds compelling: access to exclusive deals, the potential for higher returns, and the idea that sophisticated investors allocate heavily to alternatives instead of traditional stocks and bonds.But the reality is often very different.In this episode, Josh breaks down what private equity and private placements actually are and why they can carry risks that many investors underestimate. While institutional investors and ultra-wealthy families may allocate to these investments, that...
2026-03-1815 min
The WHTL Podcast - Whitetail Deer Hunting Tactics, Stories & Expert Guests#406 - He Paid $1,000,000 For The General Sheds… Then Everything Changed with Josh DuncanWelcome to the WHTL Podcast, your source for Whitetail Deer Hunting Tactics, Stories & Expert Guests. In this episode, we're back in the studio with Josh Duncan, the new owner of The General. On this episode, we break down how: The General antlers sold for $1 million, making them the most expensive ever. The purchase was structured through installment payments, not cash. Photos surfaced showing two stickers had been shaved off decades ago. The discovery removed the rack from the North American Shed Hunters Club records. Additional sheds from the same deer surfaced over 60 years after discovery. The General's typical...
2026-03-1046 minFreedom for Retirement™Your Portfolio Has Too Many Funds (Stop Buying Everything!)At some point, diversification stops protecting you and starts quietly working against you.Diworsification is one of the most overlooked portfolio risks facing high-net-worth families today. What begins as prudent diversification can slowly evolve into excessive overlap, diluted conviction, and unnecessary complexity. This hidden danger could be reducing clarity, tax efficiency, and long-term performance.In this episode, Josh breaks down what diworsification really means, why more holdings does not equal less risk, the three warning signs your portfolio has crossed the line, the hidden costs of overlapping funds, and...
2026-02-1812 minFreedom for Retirement™The Hidden Cost of Saving Too Much for RetirementYou’ve done everything you’re “supposed” to do. You save consistently. You max out retirement accounts. You avoid unnecessary spending. And yet despite strong savings, you still don’t feel confident, calm, or free.In this episode, we unpack an uncomfortable but important truth: saving too much can actually undermine your retirement planning and your quality of life.This is what we call the Retire With Confidence Paradox. Many disciplined savers assume that more saving automatically leads to more peace of mind. But for high-income families, aggressive savings can quietly become fear-driven, creating anxiety, delaying m...
2026-02-1110 minFreedom for Retirement™How Joint Accounts Help Marriages ThriveShould married couples keep their money separate or combine finances with joint accounts? For many families, joint accounts aren’t just simpler—they’re healthier.In this episode, we explore why joint accounts for married couples often create stronger financial outcomes and better communication. The most successful couples aren’t those who never disagree about money—they’re the ones who operate with full financial transparency and shared visibility.We discuss how joint checking and taxable investment accounts simplify household cash flow, eliminate confusion about who pays for what, create built-in transparency without micromanagement, and support...
2026-02-0409 minFreedom for Retirement™How Much Life Insurance Do You Really Need?Most families dramatically underestimate how much life insurance they actually need and the consequences don’t show up until it’s too late.In this episode, we walk through a real-world story of a family that did have life insurance… but not nearly enough. On paper, $500,000 of coverage sounded substantial. In reality, it created stress, uncertainty, and a financial countdown clock at the worst possible moment.You’ll learn why life insurance matters most during your working years, how to think about true income replacement, and why your need for cove...
2026-01-2812 min
Drew Duncan Sports ShowWhy Josh Allen Can't be ExemptBuffalo keeps asking “Where do we go from here?” This episode breaks down Josh Allen, Sean McDermott, and the accountability Buffalo avoids.
2026-01-2213 minFreedom for Retirement™The Top 3 Investment Mistakes People Make in Volatile MarketsMarket uncertainty has a way of making even disciplined investors second-guess themselves. When volatility rises, headlines grow louder, emotions take over, and decisions that once felt simple suddenly feel overwhelming.In this episode, Josh breaks down the top investment mistakes people make during uncertain times and why these errors can quietly destroy long-term wealth if left unchecked. Drawing on decades of market history and behavioral finance, we explain why panic selling, waiting for clarity, and chasing headlines are so damaging.You’ll learn why panic selling often locks in lo...
2026-01-2112 min
Drew Duncan Sports ShowJosh Allen Nightmares - CJ Stroud Growing Pains - UFC Paramount ChoicesIn this episode, I start by doubling down on Josh Allen.This isn’t about talent. It’s about accountability. Josh Allen has now piled up mistake after mistake in the playoffs. A combined total of 15 fumbles and 6 interceptions. He didn’t lose all of those fumbles, but that doesn’t mean they didn’t hurt his football team. In the postseason, every loose ball matters, every short field matters, and at some point experience has to show up in decision making.From there, I move into C.J. Stroud and the mistakes he’s made. Yes, Stroud has played some...
2026-01-1928 minFreedom for Retirement™Don't Borrow from Your 401k (Do This Instead)Borrowing from your 401k can feel like a smart financial move. After all, it’s your money, there’s no credit check, and you’re “paying yourself back.” But in my experience as a financial planner, 401k loans are one of the most dangerous decisions in retirement planning.In this episode, we break down why we recommend avoiding 401k loans. Not because of complicated spreadsheets or market forecasts, but because of what these loans signal about cash flow, habits, and long-term financial behavior. Even when interest rates are high and the math appears to work, the...
2026-01-1411 minFreedom for Retirement™Is the FIRE Movement Really Worth It?The FIRE movement—which stands for Financial Independence, Retire Early—has captured the imagination of millions. Save aggressively. Invest efficiently. Quit work decades ahead of schedule. On paper, it sounds like the ultimate path to freedom.But is it really worth it, especially for families with real responsibilities?In this episode, Josh takes a clear-eyed look at the FIRE movement through the lens of an experienced financial planner who works with families every day. He breaks down what FIRE gets right, where it often falls short, and why early retirement alone is rarely the finish line...
2026-01-0710 minFreedom for Retirement™How a Taxable Brokerage Account Fits Into Your Retirement PlanIf you already have a 401(k), a Roth IRA, and maybe even a Health Savings Account, you might be asking a logical next question: Where does the next dollar go?In this video, Josh breaks down the often-overlooked role of a taxable brokerage account in a well-designed retirement plan and why, for many high-income families, it becomes one of the most powerful and flexible tools available.Taxable brokerage accounts are frequently misunderstood. They are not just “extra” accounts or short-term investing vehicles. When used intentionally, they can support early retirement, improve tax effi...
2025-12-3111 minFreedom for Retirement™How to Maximize Retirement Contributions While Maintaining Cash FlowAre you confident you’re truly maximizing your retirement account contributions or could small decisions today be limiting your flexibility tomorrow?Many high-earning families contribute consistently to their retirement accounts, yet still miss opportunities to improve tax efficiency, increase long-term flexibility, and better align contributions with their broader financial plan. In this episode, Josh breaks down how to maximize retirement contributions in a way that is intentional, sustainable, and tax-aware.You’ll learn how to prioritize retirement accounts strategically, why contribution limits alone should not dictate your strategy, how tax diversification plays a critical role in r...
2025-12-2412 minFreedom for Retirement™How to Add Charitable Giving to Your Financial PlanIn this episode, Josh breaks down how to incorporate charitable giving into a comprehensive financial plan that is intentional, sustainable, and tax-efficient. If you’ve ever wondered how much you can afford to give, how to align generosity with long-term goals, or how to support the causes you care about without jeopardizing financial security, this conversation is built for you.You will learn why charitable giving belongs in a well-structured financial plan, how to build a personal giving strategy that reflects your values, and which advanced techniques can help high-net-worth families give more while optimizing tax ou...
2025-12-1714 min
Better Student Leaders with Josh Farr#75 Fed Uni Vice-Chancellor & President Duncan Bentley on Leadership, the Future of Regional Universities, and Responding After the Tragedy at Bondi BeachIn this episode of Better Student Leaders, Josh Farr is joined by Professor Duncan Bentley, Vice-Chancellor and President of Federation University Australia, for a wide-ranging and deeply human conversation about leadership, community, and the future of higher education.Duncan reflects on his earliest lessons in leadership growing up in Africa, including a formative Outward Bound experience at just 11 years old that shaped his belief that leadership is not about command and control, but about clarity, purpose, service, and bringing people together around a shared goal. The episode dives into: why slowing down, listening, and...
2025-12-1547 minFreedom for Retirement™Top 5 Retirement Planning Pitfalls You Can AvoidPlanning for retirement is one of the most important financial decisions you will ever make, yet even smart, disciplined families fall into avoidable traps. In this video, we break down the top five retirement planning pitfalls that derail long-term financial independence and peace of mind.You’ll learn why guessing at your “retirement number” leads to overspending, how retiring too early without a distribution plan can drain your portfolio, why longevity risk magnifies every other financial risk you face. We also unpack the tax mistakes many households overlook—especially when managing withdrawals across taxable...
2025-12-1013 min
Seven Figure Agency Podcast with Josh NelsonHow Duncan Metz & Benjamin Major Scaled to 7 Figures in the Mobile Home Dealers NicheSome agencies take years to find the right niche, build the right offer, and create real momentum. Duncan Metz and Benjamin Major did it in months. Their agency, The Mobile Home Guys, went from $6K to over $100K MRR in under a year, driven by smart niche selection, a simple but powerful offer, and a relentless bias toward action. And...
The post How Duncan Metz & Benjamin Major Scaled to 7 Figures in the Mobile Home Dealers Niche appeared first on Seven Figure Agency.
2025-12-031h 18Freedom for Retirement™How to Build a Diversified Investment Portfolio (Without Owning 20+ Funds)A diversified investment portfolio isn’t about owning as many funds as possible—it’s about owning the right asset classes in the right proportions. In this video, Josh Duncan breaks down how families with significant wealth can build a truly diversified investment portfolio that supports long-term goals, reduces unnecessary volatility, and avoids the clutter that derails even the smartest investors.Using a simple framework built around five or six core asset classes—US large cap equities, US small cap equities, developed international stocks, emerging markets, real estate, and bonds—Josh explains why simplicity often beats complexity...
2025-12-0318 minFreedom for Retirement™Pay Off Your Mortgage Early Using a Side Fund—Not Extra Principal PaymentsPaying off your mortgage early is one of the most common financial goals, but most peoplenever learn the smarter, safer alternative to sending extra principal payments to the lender. Inthis video, Josh breaks down a powerful strategy called the side fund mortgage payoffmethod, which protects your liquidity while still helping you eliminate your mortgage yearsahead of schedule.You’ll learn why traditional extra mortgage payments lock away your money, how a side fundkeeps you flexible, and why this approach often produces better long-term outcomes—especially for fami...
2025-11-2619 minFreedom for Retirement™How to Create Your One-Page Financial PlanFinancial freedom is just one page away!DOWNLOAD → https://www.f5fp.com/wp-content/uploads/2025/11/F5-Financial-One-Page-Financial-Plan-Template.pdfIf you’re feeling overwhelmed by your finances, you’re in the right place. This video teaches you how to unlock the power of clarity with a simple yet powerful tool—your one-page financial plan. No complex spreadsheets or jargon—just straightforward steps to help you stay focused and make confident decisions every day.We'll explore why a one-page plan works better than lengthy documents that get ignored, and how it can serve as your personal dashboard...
2025-11-1919 min
LeaderSHOPEp 38: Josh Davis – the difference that makes the differenceWhat if lasting personal and professional change didn’t depend on willpower or effort, but on finding the one difference that truly makes the difference? In this engaging conversation, cognitive psychologist and author Dr. Josh Davis helps us explore how small, targeted shifts in mindset and behavior can produce profound transformation. Drawing from decades of research in neuroscience, psychotherapy, and peak performance, Josh breaks down the science of change into practical tools anyone can use.From decoding resistance to change, to mastering attention instead of time, to transforming workplace dynamics through better communication—this episode delivers an eye...
2025-11-1840 minFreedom for Retirement™Your Roadmap to Financial Freedom in 5 StepsMany people save, invest, and pay off debt, but still wonder: Am I actually on the right track?In this video, financial advisor Josh Duncan walks you through a clear, 5-step process to buildyour personal financial roadmap—a plan that turns your values into meaningful progresstoward financial freedom and personal significance. By the end, you’ll know how to make yourmoney work for you, not the other way around.Want to achieve financial freedom for personal significance? Work with us at https://www.f5fp.com.At F5 F...
2025-11-1215 minFreedom for Retirement™Traditional Insurance vs Health Sharing: What to Know Before You SwitchHave rising health insurance premiums left you wondering if there’s a better way? In this episode, financial advisor Josh Duncan takes you through a comprehensive, firsthand analysis of health sharing programs and how they compare to traditional insurance.After seven years of using health sharing for his own family of five, Josh reveals what’s worked, what hasn’t, and the key lessons families should know before making the switch.Want to achieve financial freedom for personal significance? Work with us at https://www.f5fp.com.
2025-11-0518 minFreedom for Retirement™How to Align Your Spending with What Truly MattersEver feel like you’re doing everything “right” with money but still not satisfied? In this video, we uncover why your spending might not align with your values—and how to fix it. You’ll learn how to identify what truly matters to you, evaluate where your money actually goes, and design a spending plan that supports a more meaningful life.Financial freedom isn’t just about saving—it’s about making sure your money reflects your priorities. Watch until the end for simple steps to create a values-based spending plan that finally feels right.Work with us → h...
2025-10-2914 minFreedom for Retirement™How to Budget Your Household Expenses Like a Pro (Save Hundreds Every Month)Managing your household expenses efficiently is one of the most powerful ways to build financial stability and peace of mind. In this video, we’ll walk through practical strategies to take control of your spending, organize your budget, and make your money work for you. From tracking expenses and cutting waste to automating savings and setting clear priorities, you’ll learn how to create a plan that fits your lifestyle.Whether you’re managing a family budget, preparing for retirement, or just looking to save more each month, these simple and effective tips will help you gain confid...
2025-10-2224 min
The Legacy Through Land Podcast with Tyler MarkhamE30: Owning the Story: Josh Duncan on Hunting Dreams, Entrepreneurial Grit, and the Power of TimeIn this episode of Legacy Through Land, Tyler sits down with entrepreneur and passionate outdoorsman Josh Duncan for a wide-ranging conversation about grit, growth, and the pursuit of purpose. From humble beginnings to building high-income skills and meaningful ventures, Josh shares how faith, family, and failure have shaped his journey. They explore the emotional and ethical complexities of antler collecting—especially the legendary story behind The General—and how setbacks in that journey became powerful lessons in resilience. Josh opens up about parenting, involving his kids in business, and the importance of mentorship in building a legacy that...
2025-10-222h 19