F5 Financial

10/13/2026

🎬 New short: What Is a Qualified Charitable Distribution?

A quick look at how giving straight from your IRA can lower your taxes, and why it may beat writing a check. Want the full breakdown? Watch the complete video below.

▶️ Watch the full video: https://www.youtube.com/watch?v=Y3g2twcOIsc

10/12/2026

How's your attitude?



https://www.f5fp.com/attitude-monday-morning-motivation-1/

10/10/2026

🎙️ New podcast: Writing a Check to Charity Got More Expensive in 2026

Companion to this week's video: why depositing your RMD and then writing a check doesn't qualify, which accounts are eligible, how giving from your IRA can also lower your Medicare premiums, and when to call your custodian so the transfer counts this year.

🎧 Listen here: https://freedomforretirement.transistor.fm/episodes/writing-a-check-to-charity-got-more-expensive-in-2026

▶️ Watch the video: https://www.youtube.com/watch?v=Y3g2twcOIsc

10/09/2026

Your money tells a story—choose a financial advisor who understands the values you want that story to reflect.



https://www.f5fp.com/what-to-expect-from-christian-financial-advisor-1/

10/08/2026

🎥 New video: Why Writing a Check to Charity Got More Expensive in 2026

Two changes to the charitable deduction take effect in 2026, and the people who give the most absorb the biggest hit. Josh Duncan, CFP®, explains how a qualified charitable distribution from your IRA sidesteps both of them.

▶️ Watch here: https://www.youtube.com/watch?v=Y3g2twcOIsc

10/07/2026

This week's Wednesday Wisdom

10/06/2026

🎬 New short: Will Medicare Pay for a Nursing Home?

A quick clip on what Medicare does (and doesn't) cover when it comes to long-term care. Want the full breakdown? Watch the complete video below.

▶️ Watch the full video: https://www.youtube.com/watch?v=wOaQTYrwGgg

10/05/2026

Are you taking action that moves you towards your goals?



https://www.f5fp.com/action-monday-morning-motivation-3/

10/03/2026

🎙️ New podcast: Will Medicare Pay for a Nursing Home?

Companion to this week's video: what Medicare's 100-day skilled nursing benefit actually includes, how to test whether your portfolio could absorb a five-year care event, why hybrid policies took over the market, and whether Medicaid's spend-down rules leave your spouse protected.

🎧 Listen here: https://freedomforretirement.transistor.fm/episodes/will-medicare-pay-for-a-nursing-home

▶️ Watch the video: https://www.youtube.com/watch?v=wOaQTYrwGgg

10/02/2026

The best mortgage decision isn't always the one that makes you the most money—it's the one that gives you the most financial confidence and peace of mind.



https://www.f5fp.com/should-you-pay-off-your-mortgage-1/

06/19/2020

We're excited to announce the opening of our new office on the coast in Venice, Florida! This location is led by Josh Duncan, a fee-only fiduciary financial advisor and partner at F5 Financial.

We’re excited to announce the opening of our new Venice office (871 Venetia Bay Blvd., Suite 234) led by Josh Duncan, a fee-only fiduciary financial advisor