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Hosted by Josh Duncan, CFP® · 🇺🇸 US · EN · 45 episodes
Established thought leaders with verified media credentials.
Freedom for Retirement™ is the podcast designed to help you move beyond the fear of the complexity of finances so you can be financially free to achieve personal significance. Tune in with Josh Duncan each week to turn fear into fuel that drives you into Freedom & Significance.
Josh Duncan, CFP® hosts Freedom for Retirement™, a business show with 45 episodes published.
Your required minimum distribution isn't one fixed age or one fixed amount. It depends on the year you were born, the accounts you hold, and the moves you make in the years before it ever begins. Handled late, an RMD can
If you own a business, your retirement plan probably has one line in it: sell the company someday. But there's a whole set of owner-only plans that can shelter far more from taxes long before that sale, and most owners n
Turning sixty-five does not automatically mean a portfolio needs more bonds. The danger most retirees watch for is a market drop, but the one that does the most damage is quieter. A portfolio that feels safe because it b
⬇️ Download The Retirement Tax Map: https://drive.google.com/file/d/1_MfdH_PtdisSqLSWcXrUtw1jU3o5yd46/view?usp=share_link Two retirees can save the same amount, spend the same amount, and earn the same returns, and still
Most retirement plans do not fail at year-end. They fall off track mid-year, when nobody stops to check. Markets move. Spending shifts. A Roth conversion, a property sale, an IRA withdrawal—each decision touches your tax
The death of a spouse triggers some of the most significant financial shifts a family will ever face. And for many, income falls at the exact moment taxes rise. In this episode, Josh Duncan walks through five changes tha
Most couples assume that once both Social Security checks are in the mail, the decision is final. For many, it isn’t. If one spouse’s benefit is significantly lower than half of the other’s full retirement age benefit, t
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
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.
Retirement planning is about far more than investments and account balances. In this episode, we break down the seven retirement mistakes people regret most and how to avoid them. (Only three are actually about money!) M
Indexed Universal Life insurance—often called IUL—is frequently marketed as a powerful retirement strategy with market upside, downside protection, tax-free retirement income, and a death benefit all wrapped into one pro
You’re in the home stretch, just months away from retirement. The numbers look good. The plan feels solid. But here’s the reality: your last year before retirement may be the highest-stakes financial year of your life. I
What should you do with a large payout, like a bonus, commission, or profit distribution, before it disappears? When a significant amount of money hits your account, it creates both opportunity and risk. Without a clear
Are you already giving to charity but wondering if there’s a more tax-efficient way to do it? In this episode, we break down how donor-advised funds (DAFs) can help high-income families reduce taxes while maximizing char
Health insurance is one of the biggest and most misunderstood expenses in early retirement. If you’re retiring before 65, you’re entering a gap where Medicare doesn’t apply yet. And without the right strategy, premiums c
The moment your child turns 18, everything changes—legally. Most parents don’t realize that without the right documents in place, you could be locked out of critical medical and financial decisions. In an emergency, that
Health insurance costs keep rising—but are you actually getting better coverage? In this video, we break down health sharing plans, one of the most misunderstood health insurance alternatives available today. If you’ve e
Most 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 abo
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
Target date funds are one of the most common investments used in retirement planning. They promise a simple solution: choose the year you plan to retire and let the fund automatically adjust your portfolio over time. But
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Freedom for Retirement™ is hosted by Josh Duncan, CFP®. The show is categorised under business (investing) and has published 45 episodes.
Freedom for Retirement™ has published 45 episodes.
Freedom for Retirement™ regularly covers business, investing. It sits in the business category, with a investing focus.
Freedom for Retirement™ is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Freedom for Retirement™ hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Freedom for Retirement™ average 15 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Freedom for Retirement™'s guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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