Peak Financial Freedom Hour with Jim and Dan
Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
Episodes
Dan and Jim reveal why waiting to adjust your retirement plan could leave you vulnerable — and what smart retirees are doing right now to stay protected. Learn how to stress-test your income plan, prepare for market volatility, and avoid running out of money later in life.
So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what...
Dan and Jim break down how to create multiple income streams in retirement — so you’re not depending on just one source. Learn how to layer Social Security, pension income, investment withdrawals, annuities, and more into a strategy designed to give you consistent, reliable income for life.
So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how lon...
Dan and Jim explain how they can help you get a retirement plan IN WRITING that guarantees you will never run out of money in your golden years. All it costs is your time, schedule your free meeting today!
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Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase?
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Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgro...
Dan and Jim talk about why it’s important to have a smart plan for retirement in place so you can control your finances during your golden years. Do you have enough consistent guaranteed income in your plan today?
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Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
In this episode, Dan Ahmad and Jim Files discuss how they help people create guaranteed lifetime income and eliminate significant stock market risk inside their portfolio.
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Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin....
In this episode, Dan Ahmad and Jim Files tackle the critical question of how much income you need to retire comfortably. They provide practical guidance on estimating your retirement expenses, understanding your sources of income, and creating a sustainable financial plan.
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Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide.
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Call us now by dialing #250 on your cell phone and say the key-word “MONEY...
It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for financial success—without feeling overwhelmed.
🔹 Why...
Dan Ahmad and Jim Files talk about how you can successfully make a transition from the workplace to the retirement you have always imagined for yourself and your family.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Dan Ahmad and Jim Files discuss what you can do today in order to manage volatility throughout the course of your retirement. Is part of your retirement portfolio protected from stock market chaos?
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedom...
Dan Ahmad and Jim Files share what you should know about Social Security and how to improve your retirement income plan by making the right adjustments to your portfolio.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Dan Ahmad and Jim Files discuss some key indicators in the market that could be early warning signs of a correction in the future. What have you done to protect your hard-earned retirement savings?
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Dan Ahmad and Jim Files uncover some mistakes you will want to avoid when planning for retirement. Listen to this week’s show and learn how to navigate some common risks while preparing for a financially sound future.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Dan Ahmad and Jim Files talk about one of the best retirement planning tools that you should be considering today. Why wouldn’t you want a personal pension and another income stream for your golden years?
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@pe...
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Dan Ahmad and Jim Files talk about what makes Peak Financial different than other advisors out there today. We specialize in working with retirees, and those who are nearing retirement!
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.youtube.com/@peakfin...
Dan Ahmad and Jim Files discuss how they address common concerns and help clients find peace of mind for their retirement. You worked hard for your money, let Peak Financial help you retire with confidence!
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.y...
On this first episode of the new year, Dan Ahmad and Jim Files discuss how they can help you stop worrying about your money in 2025 by implementing the right financial plan for your future. Are you interested in exploring guaranteed income strategies and a personal pension for your retirement?
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on ...
Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes.
Call us now by dialing #250 on your cell phone and say the key word...
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