Financial freedom is just one page away!
DOWNLOAD → https://www.f5fp.com/wp-content/uploads/2025/11/F5-Financial-One-Page-Financial-Plan-Template.pdf

If 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 that keeps you aligned with what truly matters. Whether you're looking to pay off the mortgage early, build a legacy, or achieve financial independence, this approach puts control back in your hands.

Want to achieve financial freedom for personal significance? Work with us at https://www.f5fp.com

About F5 Financial Planning:

At F5 Financial Planning, we help individuals and families align their finances with what
matters most so they can live lives of Freedom and Significance. We are a fee-only, fiduciary financial planning and investment management firm, meaning we don’t earn commissions or sell products — our only commitment is to our clients’ best interests. We provide comprehensive financial planning, investment management, tax-efficient strategies, and retirement planning for families, corporate executives, and entrepreneurs. Our team serves clients nationwide through virtual meetings and from offices in Illinois, Georgia and Florida. 

At F5, our goal is simple: to help you gain confidence, clarity, and control over your financial future so you can focus on the people and passions that matter most.

Visit https://www.f5fp.com to learn more about our services and planning process.

*****

Advisory services are offered through F5 Financial Planning, LLC, an SEC-registered
investment adviser. This content is for educational and informational purposes only and
should not be considered personalized financial, investment, tax, or legal advice.

Viewing these videos does not create an advisory relationship with F5 Financial. All
investments involve risk, including possible loss of principal. For guidance specific to your
situation, please consult a qualified professional.

Many 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 build
your personal financial roadmap—a plan that turns your values into meaningful progress
toward financial freedom and personal significance. By the end, you’ll know how to make your
money 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 Financial Planning, we help individuals and families align their finances with
what matters most so they can live lives of Freedom and Significance.

We are a fee-only, fiduciary financial planning and investment management firm,
meaning we don’t earn commissions or sell products — our only commitment is to
our clients’ best interests.

We provide comprehensive financial planning, investment management, tax-efficient
strategies, and retirement planning for families, corporate executives, and
entrepreneurs.

Our team serves clients nationwide through virtual meetings and from offices in
Illinois, Georgia and Florida.

At F5, our goal is simple: to help you gain confidence, clarity, and control over your
financial future so you can focus on the people and passions that matter most. 

Visit https://www.f5fp.com to learn more about our services and planning process.

*****

Advisory services are offered through F5 Financial Planning, LLC, an SEC-
registered investment adviser. This content is for educational and informational
purposes only and should not be considered personalized financial, investment, tax,
or legal advice.

Viewing these videos does not create an advisory relationship with F5 Financial.

All investments involve risk, including possible loss of principal.

For guidance specific to your situation, please consult a qualified professional.

Have 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.

Ever 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 → https://www.f5fp.com/

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 confidence and control over your finances.

Work with us → https://www.f5fp.com/

Drowning in debt but too busy to figure it out? You’re not alone. Many professionals struggle to balance demanding careers with smart money management. In this short, we share simple, practical debt reduction strategies designed for busy professionals who want to save time and money.

From automating payments and prioritizing high-interest debt to using proven financial frameworks, these strategies can help you reduce stress, take control of your finances, and work toward financial freedom—even with a hectic schedule.

Work with us → https://www.f5fp.com/

When it comes to executive compensation, the salary is only part of the picture. In this video, we’ll break down the executive benefits and perks that often go overlooked—but can add significant value to your financial plan. From stock options and deferred compensation to retirement packages, insurance benefits, and unique perks, you’ll discover how executives can maximize what’s available to them.

If you’re in an executive role—or on the path to becoming one—understanding your full benefits package is critical. Watch until the end to learn how to align these perks with your long-term financial goals and retirement strategy.

Work with us → https://www.f5fp.com/

Relying on a single paycheck can be risky—so how do you build multiple income streams from your career? In this video, we’ll explore practical ways to diversify your earnings without starting from scratch. From side hustles and consulting to passive income and skill stacking, you’ll learn how to create long-term financial security by leveraging the career you already have.

Whether you’re planning for financial independence, early retirement, or simply want to reduce stress around money, building multiple income streams is one of the smartest moves you can make. Watch until the end for strategies you can start applying today.

Work with us → https://www.f5fp.com/

What if you could sell investments in retirement and pay zero capital gains taxes? In this video, we’ll show you how retirees can take advantage of unique tax rules to legally outsmart the IRS. From understanding income thresholds to tax-efficient withdrawals and smart portfolio planning, you’ll discover strategies that can keep more money in your pocket.

If you’re planning for retirement, minimizing taxes is just as important as growing your investments. Watch until the end to learn how to use the Zero Capital Gains Strategy to protect your wealth and enjoy more freedom in retirement.

Work with us → https://www.f5fp.com/

Did you know you can use the stock market to lower your tax bill? In this video, we’ll explain how tax loss harvesting works and how it could save you thousands of dollars in taxes each year. You’ll learn the step-by-step process, when it makes sense, and the common mistakes to avoid.

Whether you’re an investor looking to maximize after-tax returns or planning for retirement, understanding tax loss harvesting can be a powerful tool in your financial strategy. Make sure to watch until the end to see how you can apply this strategy in your own portfolio.

Work with us → https://www.f5fp.com/