Peak Financial Freedom Hour with Jim and Dan: Recent Episodes
Jim Files
Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
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”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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 saving doesn’t have to be hard
🔹 The psychology of naming your savings goals
🔹 How to balance debt repayment with growing your savings
🔹 Easy tools to help you “set it and forget it”
For more tools and tips, visit americasaves.org.
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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.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group:
At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
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/@peakfinancial8039/videos
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.youtube.com/@peakfinancial8039/videos
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 your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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 “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
This week, Dan Ahmad and Jim Files discuss some common adjustments that most pre-retirees and retirees can make to improve their retirement plans. Peak Financial wants to help you establish a retirement income plan – in writing!
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
The Federal Reserve just lowered interest rates again, but what does that mean for your financial future? This week, Dan Ahmad and Jim Files are back with a new episode to discuss how retirees and pre-retirees can make smart adjustments to their plan before interest rates drop even further.
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
Dan Ahmad and Jim Files share what you can do today to make sure your financial plan for retirement is strong enough to withstand a market crash. If you are concerned about stock market risk as you approach your golden years, contact our office today!
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation. COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief. --Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files help explain what the Fed lowering interest rates means for your retirement plan. Plus – they discuss some strategies to consider before rates drop even further.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch the latest videos from Peak Financial
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is. --Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files discuss why it’s so important to have your portfolio analyzed by professionals who can help ensure you are on track for a successful financial future.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files provide solutions for those seeking guaranteed lifetime income and safeguarding their retirement. Enjoy peace of mind in retirement with the strategies discussed in this new episode.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files provide solutions for guaranteed lifetime income and safeguarding your retirement. Enjoy peace of mind in retirement with these strategies.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files offer solutions to protect your retirement with guaranteed lifetime income.
Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files explain how gaining better insight regarding your retirement portfolio can help you make better decisions that will impact your future.
Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
With pensions becoming less and less common in the workplace today, Dan Ahmad and Jim Files offer solutions to protect your retirement with guaranteed lifetime income.
Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files help dispel myths about annuities and explain how the right financial instruments can make all the difference when planning for a successful retirement.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
Dan Ahmad and Jim Files discuss the importance of having your retirement plan in writing. If you fail to prepare, then you may be preparing to fail!
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com
Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show:
https://www.youtube.com/@peakfinancial8039/videos
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help you reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help you reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check out our YouTube Channel
Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel
Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.
Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.
Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.
Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.
Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom!
Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad share valuable insights to help you build a successful retirement.
Call us now by dialing #250 on your cell phone and say the keyword “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Jim Files and Dan Ahmad are back with another weekly episode to share ways you can reach financial freedom. Call us today to take advantage of a no-obligation retirement consultation and free plan!
Call us now by dialing #250 on your cell phone and use the keyword “MONEY”
Let us help you and your family reach financial freedom.
For More Information: PeakFinancialFreedomGroup.com
Dan Ahmad and Jim Files discuss sound financial planning strategies that can help you cut costs and generate guaranteed income for your retirement.
Call now by dialing #250 on your cell phone and Use the Keyword “MONEY”
To Learn More and To Schedule a No-Cost Consultation Online: PeakFinancialFreedomGroup.com
Dan Ahmad and Jim Files are back this week with another enlightening episode to help you prepare for retirement. Call the show today to take advantage and plan!
Call now by dialing #250 on your cell phone and use the keyword “MONEY”
To Learn More and To Schedule a Free Consultation: Visit Our Website
What are your New Year’s resolutions? Every year we tell ourselves we are going to do things like lose weight, work out, and get organized. This year, make a commitment to your future self by getting a real plan in place for your finances and retirement.
Let us help you and your family reach financial freedom!
To call the show today: Dial #250 on your cell phone and use the keyword "MONEY"
To Learn More and To Schedule a Free Consultation: Visit Our Website
Jim and Dan will detail the three buckets that you should be using for your money as you enter retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll give you some questions that you should be asking about your financial situation, even if you might be afraid to ask them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
In order to have a successful retirement, there are certain questions that you need to answer about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are many factors that contribute to retirement success - but there's one element of retirement planning that's more important than everything else.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll teach you how to manage your financial emotions so that they don't ruin your retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Learn to recognize these important warning signs about your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Is your financial plan an A+ plan, or does it feel like it's failing? We'll give you some questions to consider when you evaluate your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
It's easy to get confused in the financial world. Jim and Dan will help clear up any questions you might have about your retirement portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Learn to recognize these important warning signs about your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
In order to have a successful retirement, there are certain questions that you need to answer about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll dive into what two things you should focus on as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
When you retire, you can no longer rely on the paychecks from your job for income. So how do you replace those paychecks with other income streams? Jim and Dan will discuss.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan handle a lot of different financial situations in their role as advisors. Let's look at some case studies to see how they can help people in different situations plan out a successful retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Money can make anyone anxious, but it doesn't have to be that way when you're planning for retirement. Jim and Dan can help.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
When it comes to retirement planning, it's easy to make mistakes. We'll let you know what to look out for.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
To properly plan for retirement, you have to face some important truths about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll dive into the top worries that people face in retirement, and how to alleviate those worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll look at some more financial case studies to see how Jim and Dan help their clients prepare for various financial situations.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan handle a lot of different financial situations in their role as advisors. Let's look at some case studies to see how they can help people in different situations plan out a successful retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You've saved for retirement - now what? Your next step should be to use your portfolio to create a reliable income. We'll dive into how you can do that.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll dive into the top worries that people face in retirement, and how to alleviate those worries.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
For each financial question you may have, there are several different answers you might get. How can you tell which answer is the right one for you? Jim and Dan can help.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will detail the three buckets that you should be using for your money as you enter retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan have heard a lot from retirees about what really worries them. They'll pass along how to stop worrying so much about your money.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
A lot of people get stuck in stage one of retirement planning and only focus on accumulating assets. But there's a really important second step to the retirement planning process that you don't want to ignore. Let's explore...
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are some strategies that you could be implementing that will help you get more money from your tax-deferred accounts. Let's take a look at what you can do.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll go over what qualities you should expect from your money as you prepare for retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Surprise! It's time to take a pop quiz about your retirement portfolio. Will you pass with flying colors, or should you be studying more? Jim and Dan will help guide towards getting an A+ on the quiz.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on the most dangerous decade in retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There's about a decade in retirement planning where mistakes and market downturns are the most costly. Learn how to financially navigate this most dangerous decade.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll give you some questions that you should be asking about your financial situation, even if you might be afraid to ask them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Make sure that you're getting the full truth about these financial planning strategies.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 on our discussion of eliminating financial stress in your life.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll identify some common sources of financial stress and how to alleviate them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Securing a sustainable retirement for yourself can be achieved as long as you follow these 7 simple rules.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
If you catch yourself saying these statements about your finances, you might not have the full picture about your financial situation.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on how to figure out the truth about your finances.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
In the financial world, the truth can sometimes be difficult to spot. Jim and Dan will teach you how to spot what's true as you plan for retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Let's see how everyone's view of money changes as they age, and as they enter retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll go over what qualities you should expect from your money as you prepare for retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Make sure that you can see any faults that lie within your retirement plan.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll list out the 8 worst financial habits that you might have fallen into.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Watch out for these common mistakes that couples make as they plan out their retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will point some important things that your financial advisor should or should not be doing. Check to make sure your advisor is acting appropriately with your money.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will play a game of "fill in the blank" with some statements about how you should manage your finances.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Many people treat their retirement plan like a guessing game. Make sure that you aren't one of them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll dive into some common money mistakes that people make, so that you'll know how to avoid them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll cover 8 primal fears you may have about your money, and how to properly deal with them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
With the new year in full swing, let's see what resolutions you can make to improve your financial situation.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll examine the top things that retirees want from their money, and we'll go over how to obtain those goals.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will help soothe your financial worries as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Some advice you're hearing about retirement planning might only be half-true. Get the full truth before making any financial decisions.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Getting the right answer involves asking the right question. We'll see what financial questions often go unasked when people plan for retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 4 of our discussion on the importance of simplicity in your retirement portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 3 of our discussion on the importance of simplicity in your retirement portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on the importance of simplicity in your retirement portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Some financial advisors will overcomplicate your financial plan. We'll show you the beauty of simplicity when it comes to your retirement portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on half-truths you may encounter in the financial world.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Some advice you're hearing about retirement planning might only be half-true. Get the full truth before making any financial decisions.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on retirement planning questions that you need to be asking in order to have a successful retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Getting the right answer involves asking the right question. We'll see what financial questions often go unasked when people plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are some retirement planning realities that people cannot or will not face. We'll help you open your eyes to what you need to know in order to have a successful retirement portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There could be hidden fees and risky investments lurking in your portfolio, waiting to strike and kill your retirement. Make sure that you don't have any retirement assassins in your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You may think you know the ins and outs of retirement planning, but how can you be sure? We'll test your financial knowledge with some crucial questions that you must answer as you prepare for retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
To conquer your fears, you must first identify what they are. We'll go over some common fears around retirement planning, and how to counter them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll diagnose some financial illnesses that you may be suffering from, and we'll prescribe treatments for you as well.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll talk about some of the things to consider in order to build a truly customized retirement plan for you.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We can often procrastinate and make excuses about putting off important decisions. Make sure that you aren't doing that with your finances.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll examine some well-known retirement planning rules of thumb, and whether you should or should not follow them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You might be feeling confident in your current financial plan, but are you actually prepared for all the curveballs that life can throw your way? Overconfidence could be a retirement killer - make sure that you have reasons to feel good about your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
As you enter retirement, your health is important to maintain. The same can be said of your financial portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
A bear market can be dangerous for your retirement portfolio. We'll give you a guide on how to survive even the worst market downturn.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There's been a lot of changes in the financial world since your parents and grandparents retired. These changes have actually made retirement planning more difficult.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
How much risk should you be taking as you enter retirement? Would you be surprised to learn that most retirees are taking more risk than they realize? Make sure that you aren't one of those retirees. We'll talk about how to make sure that your money is safe in retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll go over the ins and outs of fixed index annuities with income riders. Learn why they were created and when they might be the right fit for your financial portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll give you some signs to look out for that a financial advisor isn't the right fit for you.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Many portfolios have fees that are hidden away behind fine print. Those hidden fees can add up to really have an impact on your investments. Make sure that you know what fees are being charged in your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are three main ways that you can categorize your money as you plan for retirement. We'll go over the three different buckets for your money, and how you should allocate funds between them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are some maxims on Wall Street that are stretching the truth, and sometimes they're outright lying. We'll teach you how to spot and avoid some common financial lies that Wall Street tells investors.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes your biggest enemy to a successful retirement is you. Make sure that you're getting a second opinion on your biggest financial decisions.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll help you identify the voice of greed, which might be causing you to make unwise financial decisions.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Make sure that your money isn't being risky or lazy during your retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
The future can be unpredictable. While you can't know what will happen with 100% certainty, we can help you prepare for whatever issues may come up during retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are many things you can't predict in retirement, but that doesn't mean you can't prepare for these key financial variables.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are countless reasons that you should be working with a financial advisor as you prepare for retirement. We'll give you the 6 top reasons.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll give you 7 essential rules to make sure that your retirement is secure and successful.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We've filtered down the daunting task of retirement planning into answering these 9 essential questions about your finances. Do you know all of the answers for yourself?
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll bust some myths surrounding fixed index annuities, to see if maybe they can help your retirement portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll go over what retirees want most in retirement, and how you can achieve those goals.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You may think you know what to do as you plan for retirement, but there's a lot of misinformation out there that could be leading you astray. Jim and Dan will give you the right information so you can be 100% confident about your financial planning.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will help soothe your financial fears as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Try to avoid these common mistakes that people make with their retirement plans.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will throw out some common sayings you may hear about finances, and say whether they agree or disagree with them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes we can be our own greatest enemies when it comes to retirement planning. Jim and Dan can help you make the right decisions for your financial portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We have a list of the top 7 worries that retirees have about retirement. We'll go over each one and decide which steps can be taken to alleviate those worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will review some common things that people say about finances, and say whether they agree or disagree with them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Many people don't understand the real consequences of taking too much risk. You want to be certain that you never have to face huge losses in your portfolio that can destroy your retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There is a lot of financial misinformation out there, and it could wreck your retirement if you believe it. We'll give the "straight skinny" about retirement planning - the truth, the whole truth, and nothing but the truth.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We want to be certain that you won't be blindsided by these 5 common retirement expenses.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We live in unpredictable times. The start of your retirement could be just as sudden as an unexpected illness, surprise layoffs at the job, or any number of reasons. Make sure that you're prepared now, for whenever your retirement is going to start.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll go over the top 5 methods to increase your savings and decrease your potential expenses in 2022, so that you can grow your nest egg.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
It can be easy to forget, but IRAs and 401(k)s are tax-deferred accounts - some of the money in there will eventually go to Uncle Sam instead of you. Get educated about what tax traps people often fall into with these types of accounts, and how to avoid them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Retirement isn't just about saving up a certain amount of money - how you use that money is just as important. Jim and Dan will bust the myth of a "magic number" you need to save, and give you the truth behind building a successful retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 3 of our series on the common worries that people have about their money, and how to avoid them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our topic on the most common worries that people have about their finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll detail some of the most common worries that retirees and pre-retirees have about their finances - and we'll offer up some words of wisdom to help soothe these worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
The only constant in life is change. We'll go over some common financial changes you might have to deal with, and how to properly handle them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll help you break the habits that could be putting your retirement plan in jeopardy.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Learn the truth about your retirement, and it will set you financially free.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll talk about what goes into a comprehensive income plan for retirement, and what that could mean for your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
At Peak Financial, we're not going to tell you what you want to hear about your finances - we're going to tell you what you NEED to hear. Learn the benefits of a financial advisor that goes against the grain and doesn't try to please everyone.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll look at the ways people often mess up their retirement plans. Make sure that your portfolio is protected.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Learn from the mistakes of others. We'll go over some common errors we see people making with their money, and talk about how you can avoid these same mistakes.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
It's time to face your fears - the darkest parts of your financial soul. We'll address common fears that retirees and pre-retirees have about their portfolio, and how you can address them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Financial freedom opens up windows of opportunity for you in retirement, but it often helps to have goals in mind as you plan and save. We'll answer the question: what purposes can your money have in retirement?
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll give you some red flags that you should watch out for when you are meeting with a financial advisor.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 4 in our series on recognizing the difference between financial perception and retirement reality.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 3 in our series on recognizing the difference between financial perception and retirement reality.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 in our series on recognizing the difference between financial perception and retirement reality.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You may think you know what it takes to retire successfully, but the reality is, there could be important things that you are misunderstanding or are simply unaware of. Jim and Dan will break down some common misconceptions people have about retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Try to avoid these common mistakes that people make with their retirement plans.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There's a lot of misinformation out there about retirement planning. Jim and Dan will get to the bottom of what you need to know about your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will detail the top 7 things that money can do for you as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
It may not be close to New Year's, but that doesn't mean you can't start implementing some resolutions about your retirement plan. Jim and Dan will give you the top 7 financial resolutions that you should consider.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will help you complete the checklist that ensures a smooth and safe retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Some people can be so intimidated about their finances that they choose to just ignore it. Let Jim and Dan open your eyes to what's going on with your money, so that you can prepare to retire with as much of it as possible.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
You may think you know what to do as you plan for retirement, but there's a lot of misinformation out there that could be leading you astray. Jim and Dan will give you the right information so you can be 100% confident about your financial planning.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will help soothe your financial fears as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Try to avoid these common mistakes that people make with their retirement plans.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We're back with more dirty little secrets that the financial world doesn't want you know.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 4 of our discussion on the truth about your financial portfolio. Can you handle it?
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 3 of our discussion on the truth about your financial portfolio. Can you handle it?
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 of our discussion on the truth about your financial portfolio. Can you handle it?
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes the truth can be difficult to accept. Jim and Dan will help you figure out if you can handle the truth about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes you might think or say things about your finances that feel true but they aren't. Jim and Dan will guide you away from financial statements that you might live to regret.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will throw out some common sayings you may hear about finances, and say whether they agree or disagree with them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Once you get into the "financial red zone" (5-10 years before retirement), every financial decision you make becomes especially vital to your retirement success. Jim and Dan can help guide you through this crucial period.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
When people talk about their finances, sometimes they'll make statements that might harm their portfolio in the long run. Let's make certain that you're taking the best path forward for your retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll analyze how much risk is too much in your financial portfolio. Are you taking too much risk in retirement?
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes we can be our own greatest enemies when it comes to retirement planning. Jim and Dan can help you make the right decisions for your financial portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Many people take too much financial risk as they plan for retirement. Be certain that you never have to face huge losses in your portfolio as you make your way through retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will help calm your biggest fears about retirement planning.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
As you plan for retirement, you'll be faced with many tough decisions and conflicting advice. Let's make sure you take the best path forward.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Although everyone's financial situation is different, there are some broad planning principles that apply to everyone as they prepare for retirement. Let's take a look at some financial truths you should know.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Most people think that they are in safe investments, when that may not be the case. Make sure that you are not taking any unnecessary risk as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
How do you know what to do to plan for retirement? Is that information accurate? We'll make certain that you're informed rather than misinformed about your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We couldn't keep all of the financial world's dirty little secrets contained in one episode. We'll reveal some more secrets that you should be aware of as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Let's make certain that you won't say (or do) anything that you'll regret when it comes to planning for your retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll talk about what preparations you need to make with your finances as you enter that critical time period 5-10 years before retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are some things that aren't very trustworthy, both in and outside the financial world. Jim and Dan will go through some items that you should be wary of.
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Phone: 916-791-7063
We ring in 2021 on this episode and look ahead at what you should do this year to put your finances in order.
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Phone: 916-791-7063
The financial world has some dirty little secrets that it doesn't want you know. Jim and Dan will help clear the air.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Some people are more comfortable taking big risks than others. Let's take a look at how much risk you might be taking in your financial portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
To get the right information, you must ask the right questions. Jim and Dan will give you the most important questions you should be asking about your finances.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Make sure that you can accurately plan around your financial risk tolerance. The first step: figure out how much risk you can actually tolerate. Jim and Dan can help.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Let's make sure that you are getting the full truth and nothing but the truth when it comes to your retirement plan.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan can help soothe any worries you may have about entering into retirement.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are many universal truths about retirement. We'll take a look at a few more.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Our last "agree or disagree" segment was so popular that we gave Jim and Dan another set of statements about finances for them to discuss.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Sometimes we have a tendency to get in our own way as we pursue our financial goals. We'll make sure you know how to help yourself to the retirement of your dreams.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Everyone's retirement is unique, but there are some universal truths to consider when you plan out your finances. Let's examine some commonly held financial wisdom and see how it applies to your life.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will review some common things that people say about finances, and say whether they agree or disagree with them.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan go over some common statements people make about their finances that they later regret.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll dive into our listener mailbag to answer some important questions about retirement and financial planning.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
It's easy to get anxious about your money. Jim and Dan can help calm your fears and give you more confidence in your financial plan.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
The truth about your money might be hard to face. Jim and Dan will make sure that you have courage and confidence in your finances to handle anything life throws your way.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There are some financial fears out there that many people don't like to talk about. Let's lift the stigma and make sure that you can feel secure about your retirement plan.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan go over some common statements people make about their finances that they later regret.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Financial advisors tend to have some common drawbacks and flaws that may jeopardize your retirement portfolio. We'll take a look at some common complaints people have about advisors, and how we can help correct the problems you may be having with your own advisor.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 9 in our series of examining how true some common financial claims really are.
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Phone: 916-791-7063
Part 8 in our series of examining how true some common financial claims really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 2 on our series of financial ailments that you may be experiencing - and how to cure them.
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Phone: 916-791-7063
Have you been experiencing distressing symptoms because of your finances? Jim and Dan will act as your financial doctors, and help prescribe possible treatments for your monetary woes.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We've identified some diseases that could be ravaging your portfolio. Make sure that you know how to recognize the symptoms and how to cure those financial ills.
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Phone: 916-791-7063
Let's talk about how your financial plan should be accounting for healthcare expenses.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 7 in our series of examining how true some common financial claims really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 6 in our series of examining how true some common financial claims really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 5 in our series of examining how true some common financial claims really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 4 in our series of examining how true some common financial claims really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 3 in our series of examining how true some common financial claims really are.
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Phone: 916-791-7063
We'll examine several more financial claims and determine whether they are true or false.
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Phone: 916-791-7063
We'll go over some financial claims and assess how true they really are.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
There's always room for improvement - and when it comes to retirement planning, there's usually a lot of room. Let's make sure your portfolio is the best that it can be.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will take a deep dive into our their bucket planning strategy can work for your financial and retirement planning portfolio.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Jim and Dan will go over how to quit fretting about your portfolio during these volatile economic times.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll examine what could be in store for the stock market as we enter another week of the coronavirus pandemic.
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Phone: 916-791-7063
With all the continued volatility in the market, we'll explore more mistakes that people can make with their investments.
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Phone: 916-791-7063
Let's make sure that you avoid some of the common mistakes that people make during times of market volatility.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 34 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
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Phone: 916-791-7063
It's been another volatile week in the market. Let's take a second look at what's going on, and what you should do to protect yourself.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
We'll take a look at the latest market moves and see whether the latest economic woes are here to stay or if they are just a blip on the radar.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 33 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
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Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 32 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 31 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 30 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 29 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 28 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 27 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 26 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 24 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 24 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 23 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 22 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 21 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 20 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 19 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 18 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 17 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 16 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 15 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 14 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 13 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 12 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063
Part 11 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 10 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 9 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 8 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 7 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 6 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
Part 5 of our program about Jim and Dan's new book, written with Jack Canfield of the "Chicken Soup For The Soul" series.
We're one week closer to the release of Jim and Dan's book, written with Jack Canfield. Let's recap all of the exciting lessons you can learn from it.
We are absolutely psyched about the upcoming book that Jim and Dan wrote with Jack Canfield. Let's spend some more time discussing what important lessons people can learn from this book.
We continue our discussion of Jim and Dan's brand new book with Jack Canfield, and how it could help lead you to a fulfilling retirement.
Inspired by Jack Canfield's Chicken Soup For The Soul series, and his recent collaboration with Jim and Dan for a brand new book, let's talk about the best recipe for your retirement success.
There are many more things in the financial world that you can't trust - so much so that we couldn't fit it all into one episode. Let's continue our discussion.
Trust is a key factor when it comes to having someone help plan out your finances. Let's explore what trust is and where you should or should not place it.
We have so much to say about our topic that we had to divide it into two parts. Jim and Dan expand their thoughts about how people need to make investment decisions based on reality rather than perceptions.
Oftentimes people make investments based on their perceptions, which may not entirely line up with reality. Let's make sure that you are making realisitic retirement plans.
Some financial topics can be so worrisome that you don't even want to talk about them. Let's shed some light on some of the top financial fears that nobody talks about, so that you can confront your fears.
Today we'll be challenging your mindset as an investor. Is that the best way to think about yourself as you try to save for retirement?
There are many things waiting in the shadows to sabotage your retirement plans. Let's identify some common "financial assassins" and how to deal with them.
You may think you know everything necessary to plan for retirement, but how do you know that? Jim and Dan will give answers to some of the most important financial planning questions.
One of the only constants in life is change. With it being so inevitable, what matters the most is how you deal with change. Jim and Dan can guide you through some possible financial changes you might encounter.
The world of money can be confusing and sometimes scary, which causes many people turn a blind eye to their own financial situation. Jim and Dan will open your eyes to the realities retirement planning, and help teach you that knowledge can mean power when it comes to finances.
Sometimes a simple statement doesn't quite tell the whole story. Let's go over some common half-truths you might hear about retirement planning, and shed light on what the full truth is.
From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it out to be. Jim and Dan can help simplify your plan to make it more effective and easier to understand.
There are some important questions out there that you need to ask your advisor, that many people just don't think to ask. Let's make sure that you are getting all the information you need about your retirement.
We'll be looking at some of the famous sayings of Albert Einstein and seeing how they can relate to financial matters.
The market went a bit haywire back at the end of 2018. Was it just a big blip that is now over, or is it a harbinger of something worse that is on its way? Jim and Dan help decode the meaning behind what happened to the stock market.
We're going to be talking about something that we all experience at some point in our lives: stress. Finances can be a big source of stress. Let's go over how to stop worrying about your retirement.
With tax day fast approaching, let's take some time to explore the ins and outs of tax planning in retirement.
Making the right decisions with your finances is key to having a solid retirement plan, but oftentimes that involves weeding out the bad options and knowing how to spot a good option when you see it. So what are the best ways to learn the difference, and who are the best people to turn to for advice?
The financial world may seem dry and logic-driven, but there is actually a lot of different emotions that people ascribe to their money. We'll go over how these emotions can influence decision-making, and how to overcome these roadblocks to a well-made plan.
We'll take a look at how to evaluate your financial advisor. Let's make sure that you're retirement plan gets an A+.
There is a lot of conflicting and misleading information out there about mutual funds. Some people say that as long as you are invested in several different funds, you are diversified. Let's make sure that you know exactly what is correct and what will work for you when you plan for retirement.
There are some truths about retirement planning that every retiree and pre-retiree should know. Jim and Dan will make sure that you are prepared to handle those truths.
Let's make sure that you are picking the right advisor for your portfolio. Jim and Dan will detail some red flags to watch out for when shopping around for an investment advisor.
It's easy to fall into a routine while you keep track of your finances. Some of the habits that you're developing may end up being more harmful than helpful. Let's shed some lights on actions to avoid when planning for retirement.
It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year.
There are a lot of possible mistakes that you could make when planning for retirement. So many, in fact, that we couldn't fit them all into one episode. Let's detail some more common money mistakes that people make, so that you won't make them.
A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. Jim and Dan will go over some of the most common money mistakes and how to avoid them.
Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck.
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality.
There is a lot of misinformation out there about annuities - namely, fixed index annuities with income riders. Jim and Dan will disperse the myths and give you the straight skinny about these investment vehicles.
Due to the recent volatility in the stock market, we've received quite a few listener questions. We'll answer questions about protecting your money during a crash, preparing for a worry-free retirement, and more.
Let's talk about who this show is all about - those that are most at risk in their portfolio without even realizing it. You might think that you are not at risk since you've received financial advice from elsewhere, but that could not be further from the truth. Jim and Dan will break down what to watch out for in your portfolio to make sure it is not too risky.
We hear talk all the time about The Bill Of Rights in the constitution. Why isn't there a bill of rights in regards to your money? Thankfully, Jim and Dan's firm has one that will help your money achieve as much as it possibly can in your retirement.
More listener questions have been coming in that focus on controlling the risk in your financial investments. Jim and Dan can offer help in doing just that.
We've got another set of great listener questions prepared for today's episode, focusing on protecting your investments in the face of various types of market volatility.
Gene is worried about preparing for the next stock market crash. Howard wants to get Jim and Dan's advice on investing in mutual funds. Billy asks about how to properly develop a retirement plan. Finally, Jerry wants to plan out his finances in the wake of a recent heart attack.
We've got another set of great listener questions on the show today. Sindy wants to know about saving money in retirement, while Bob asks about managing debt with retirement assets. Later, James wonders how to handle differing investment personalities between spouses, and Mary asks for advice on changing advisors.
Last week's mailbag episode was such a resounding success that we decided to tackle another round of listener questions that have come in for Jim and Dan.
We're doing something special for today's episode - our first ever mailbag edition! We have received so many questions from concerned listeners over the past year. Let's take a look at as many of these questions as possible.
Know the truth, and the truth will set you free. Let's explore some financial truths that are vital to a successful retirement.
Let's explore this concept called the financial red zone. You might be in it and not even realize it! Let's make sure that you are prepared to score a touchdown in retirement.
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one
Today on 50 Shades Of Money, we'll set some financial commandments in stone for you to follow.
While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear.
Let's take some pointers about retirement planning for America's pastime, baseball. Make sure you don't strike out in retirement.
Overconfidence can kill even the best retirement plans. Jim and Dan will give a reality check to make sure that you know exactly how much risk you are taking with your retirement portfolio.
What is risk aversion, and does it affect you? Find out what Jim and Dan have to say. Make sure your portfolio doesn't have unnecessary risk.
Last week's episode of 50 Shades Of Money proved to be so popular that we are going to delve deeper into some financial anxiety you may have about retirement. Dan and Randy will guide you to peace and tranquility.
There are plenty of causes for anxiety in today's financial world. One way to ease that anxiety is through education and understanding of how to properly structure your portfolio. Dan and special guest Randy will help guide you to a calm and serene retirement.
Have you ever had that feeling that something wasn't right? Where you could just tell that something was about to go wrong? Have you ever had that feeling with your finances? Jim and Dan will go over some things to watch out for in your portfolio that may be setting you up for failure.
With so many variables and so much uncertainty in the financial world, it's easy to get worried about your financial future. Let Jim and Dan calm your financial fears in this episode of 50 Shades Of Money.
Let's talk about some parallels between the medical world and the financial world. What diseases could be lurking in your portfolio? Dan and Jim can do a check-up on your finances to make sure that everything is healthy.
Inspired by the recent eruption in Hawaii, Jim and Dan talk about some disasters that can happen in the financial world. Make sure you and your portfolio are prepared for any disaster that comes your way.
There are so many dirty little secrets in the financial industry that we couldn't fit them all in one show. Let's give you some more secrets that other financial firms might try to hide from you.
With the NBA play-offs in full swing, it's time that we talk about how concepts in basketball can relate to financial planning.
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one.
Get a gut reaction from Jim and Dan on some crucial financial statistics. We'll also go over some ways that you could invest like a genius. Finally, let's discuss the three important qualities of money.
Life is full of risks, of many different types. The same can be said of your finances. Let's unpack the different kinds of risk that could impact your portfolio.
Bill Gates recently predicted a massive market downturn is coming. Let's examine that statement and then see if you're prepared for it like he is. Then, we'll grade your financial competency.
Risk tolerance is an important investment concept that is not often discussed. Let's talk about why it is essential to building a portfolio, and why you should know what your risk tolerance is.
Today on 50 Shades Of Money, we'll set some financial commandments in stone for you to follow.
There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather.
Jim and Dan take a look at Mark Twain quotes in this episode of Fifty Shades of Money and analyze the valuable financial lessons we can gain from them.
Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated rules that people still cling to.
After months of seemingly constant gains, the stock market has finally gone through a bit of a pullback with some substantial drops within the past week or so. On this episode of Fifty Shades Of Money, Jim and Dan weigh in on the recent bout of stock market volatility.
Do you have a solid roadmap to get you to where you want and need to be in retirement? Do you even know what would go into creating such a plan? If not, be sure to listen to this week's show as Dan and Jim give you the "7 Rules To Live By For Retirement Security" and tips on how to build a successful financial roadmap.
It's time to get real. We'll explore the often difficult realities of financial planning.
We'll examine why you're getting lost as you plan for retirement. Don't worry, we'll help you get back on track along the way.
There are many decisions to make as you prepare and enter into retirement. Let's make sure none of those decisions will end up wrecking your plans.
Let's look at some recent headlines that have been appearing in the financial newspapers.
Here are some of the telltale signs that you might be working with a financial advisor who is a bad fit for you.
Financial advising can involve a lot of problem solving. Let's hear how Jim and Dan go about solving some common retirement problems.
Jim and Dan fly the friendly skies and tell you how your retirement is like flying in an airplane.
Your financial advisor may be a great guy, but that doesn't mean that he is the best advisor for your financial needs.
Don't procrastinate when it comes to retirement planning. Here's how a sense of urgency could end up helping your investments.
Are you financially secure? Jim and Dan help you evaluate if your retirement will be a secure one.
There's been a lot of talk about fake news lately. What fake news is being spread around in the financial world?
There are certain warning signs in the financial world that should put you on edge. We'll discuss which "red flags" you should be looking for.