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Showing episodes and shows of
Jim Files And Dan Ahmad
Shows
Peak Financial Freedom Hour with Jim and Dan
Avoid the Crash: Protecting Your Retirement & Your Income
Dan and Jim reveal why waiting to adjust your retirement plan could leave you vulnerable — and what smart retirees are doing right now to stay protected. Learn how to stress-test your income plan, prepare for market volatility, and avoid running out of money later in life. So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what happens in the stock market. And the best part: meeting with us is completely free. ...
2025-07-25
35 min
Peak Financial Freedom Hour with Jim and Dan
How to Build Multiple Income Streams in Retirement
Dan and Jim break down how to create multiple income streams in retirement — so you’re not depending on just one source. Learn how to layer Social Security, pension income, investment withdrawals, annuities, and more into a strategy designed to give you consistent, reliable income for life. So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what happens in the stock market. And the best part: meeting with us is completely free. 👉 Sche...
2025-07-18
35 min
Peak Financial Freedom Hour with Jim and Dan
Specialized Planning for Retirees in Northern California
Dan and Jim explain how they can help you get a retirement plan IN WRITING that guarantees you will never run out of money in your golden years. All it costs is your time, schedule your free meeting today! -- 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...
2025-06-27
35 min
Peak Financial Freedom Hour with Jim and Dan
From Saving to Spending: Creating Efficient Income for Retirement
Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase? -- 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.youtub...
2025-06-20
36 min
Peak Financial Freedom Hour with Jim and Dan
Take Control of Your Retirement Plan Before It Controls You
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? -- 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 fro...
2025-05-30
35 min
Peak Financial Freedom Hour with Jim and Dan
Don’t Leave Your Retirement Income Up to Chance!
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. -- 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 Financia...
2025-05-23
35 min
Peak Financial Freedom Hour with Jim and Dan
How Much Income Do You Need to Retire?
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. -- 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...
2025-05-17
35 min
Peak Financial Freedom Hour with Jim and Dan
Transitioning from Your Career to Retirement
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...
2025-03-28
35 min
Peak Financial Freedom Hour with Jim and Dan
Is Your Portfolio Hurting from Market Volatility?
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...
2025-03-21
35 min
Peak Financial Freedom Hour with Jim and Dan
Social Security and Other Retirement Income Sources
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 Fi...
2025-02-28
35 min
Peak Financial Freedom Hour with Jim and Dan
Is the Stock Market Due for a Correction?
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 G...
2025-02-21
35 min
Peak Financial Freedom Hour with Jim and Dan
Avoid Making These Costly Mistakes with Your Retirement Plan
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 Pe...
2025-02-14
34 min
Peak Financial Freedom Hour with Jim and Dan
This Investment Can Provide You with Guaranteed Lifetime Income
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 Financ...
2025-02-07
35 min
Peak Financial Freedom Hour with Jim and Dan
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
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...
2025-02-06
08 min
Peak Financial Freedom Hour with Jim and Dan
Going Against the Grain: What Makes Peak Financial Different than Other Advisors
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
2025-01-31
35 min
Peak Financial Freedom Hour with Jim and Dan
Peace of Mind for Your Retirement: Smart Changes You Can Make to Your Plan
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
2025-01-24
35 min
Peak Financial Freedom Hour with Jim and Dan
Stop Worrying About Your Money in 2025
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
2025-01-17
35 min
Peak Financial Freedom Hour with Jim and Dan
Why You Need a Retirement Income Plan for Your Future
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
2024-11-16
34 min
Peak Financial Freedom Hour with Jim and Dan
How Interest Rates Can Impact Your Retirement Plan
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
2024-11-09
35 min
Peak Financial Freedom Hour with Jim and Dan
Can Your Retirement Plan Withstand a Market Crash?
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
2024-11-01
35 min
Peak Financial Freedom Hour with Jim and Dan
The Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?
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
2024-10-12
35 min
Peak Financial Freedom Hour with Jim and Dan
Finding Financial Freedom During Volatile Times
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.
2024-10-05
35 min
Peak Financial Freedom Hour with Jim and Dan
Do You Have a Retirement Plan IN-WRITING Yet?
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.
2024-09-27
35 min
Peak Financial Freedom Hour with Jim and Dan
Your Guide to a Worry-Free Retirement
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.
2024-08-09
35 min
Peak Financial Freedom Hour with Jim and Dan
The Power of Planning: Your Guide to a Fulfilling Retirement
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.
2024-08-02
35 min
Peak Financial Freedom Hour with Jim and Dan
Knowledge is Power When Planning for Retirement
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.
2024-07-26
35 min
Peak Financial Freedom Hour with Jim and Dan
How to Retire When You Don’t Have a Pension
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.
2024-07-12
35 min
Peak Financial Freedom Hour with Jim and Dan
Why the Happiest Retirees Have Guaranteed Income
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.
2024-07-03
35 min
Peak Financial Freedom Hour with Jim and Dan
Open Your Eyes to the Truth About Your Money
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
2024-06-28
35 min
Peak Financial Freedom Hour with Jim and Dan
Money Management Without the Stress: How to Retire with Peace of Mind
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
2024-05-31
35 min
Peak Financial Freedom Hour with Jim and Dan
Preserving Your Assets & Generating Retirement Income
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
2024-05-24
35 min
Peak Financial Freedom Hour with Jim and Dan
Avoid These Common Mistakes When Planning For Retirement
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
2024-05-17
35 min
Peak Financial Freedom Hour with Jim and Dan
How Inflation Will Impact Your Future Retirement
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
2024-05-11
35 min
Peak Financial Freedom Hour with Jim and Dan
What You Need to Understand About Your Portfolio
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
2024-05-04
35 min
Peak Financial Freedom Hour with Jim and Dan
How to Create Your Own Personal Pension Plan
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
2024-04-27
35 min
Peak Financial Freedom Hour with Jim and Dan
Building a Retirement Plan for Your Future
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
2024-04-20
35 min
Peak Financial Freedom Hour with Jim and Dan
Truly Understand Your Money for the First Time Ever
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
2024-04-13
35 min
Peak Financial Freedom Hour with Jim and Dan
The Power of Retirement Income: Building a Cashflow Plan that Lasts
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
2024-03-09
35 min
Peak Financial Freedom Hour with Jim and Dan
Crafting Your Retirement: Essential To-Do's for a Bright Future
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
2024-03-01
35 min
Peak Financial Freedom Hour with Jim and Dan
Building a Lasting Retirement Plan for You and Your Family
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
2024-02-23
35 min
Peak Financial Freedom Hour with Jim and Dan
Important Steps You Must Take to Retire Successfully
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
2024-02-17
35 min
Peak Financial Freedom Hour with Jim and Dan
Retirement Ready: Strategies for Achieving Financial Independence
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
2024-01-27
35 min
Peak Financial Freedom Hour with Jim and Dan
Building a Blueprint for Your Retirement: Why Proper Planning Pays!
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
2024-01-20
35 min
Peak Financial Freedom Hour with Jim and Dan
Financial Freedom Roadmap: Taking the Next Steps Towards Retirement
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
2024-01-12
32 min
Peak Financial Freedom Hour with Jim and Dan
The Three Buckets Of Money
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
2023-12-28
34 min
Peak Financial Freedom Hour with Jim and Dan
Don’t Be Confused About Your Money
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
2023-11-09
34 min
Peak Financial Freedom Hour with Jim and Dan
How Do You Replace Your Paychecks When You Retire?
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
2023-10-12
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Case Studies
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
2023-10-05
34 min
Peak Financial Freedom Hour with Jim and Dan
Money And Anxiety
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
2023-09-28
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Case Studies - Part 2
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
2023-08-31
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Case Studies
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
2023-08-24
34 min
Peak Financial Freedom Hour with Jim and Dan
How Do You Know The Right Answers To Your Financial Questions?
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-08-03
34 min
Peak Financial Freedom Hour with Jim and Dan
The Three Buckets Of Money
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
2023-07-27
34 min
Peak Financial Freedom Hour with Jim and Dan
What Retirees Are Really Worried About
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-07-20
34 min
Peak Financial Freedom Hour with Jim and Dan
Retirement Pop Quiz
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-06-22
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Truths
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-04-13
34 min
Peak Financial Freedom Hour with Jim and Dan
Is Your Advisor Doing This?
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-03-02
34 min
Peak Financial Freedom Hour with Jim and Dan
Fill In The Blank
Jim and Dan will play a game of "fill in the blank" with some statements about how you should manage your finances. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2023-02-23
34 min
Peak Financial Freedom Hour with Jim and Dan
How Do You Know?
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
2022-04-07
34 min
Peak Financial Freedom Hour with Jim and Dan
Money And Anxiety
Jim and Dan will help soothe your financial fears as you plan for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2022-04-02
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Statements: Agree Or Disagree?
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
2022-03-19
34 min
Peak Financial Freedom Hour with Jim and Dan
Getting Out Of Your Own Way
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
2022-03-12
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Fears That People Are Afraid To Talk About
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
2022-03-05
34 min
Peak Financial Freedom Hour with Jim and Dan
Agree Or Disagree?
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
2022-02-19
34 min
Peak Financial Freedom Hour with Jim and Dan
The Myth Behind a Magic Number
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
2021-12-11
36 min
Peak Financial Freedom Hour with Jim and Dan
Retirement Perception Vs. Reality
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
2021-08-12
34 min
Peak Financial Freedom Hour with Jim and Dan
Nothing But The Truth About Your Retirement
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
2021-07-29
34 min
Peak Financial Freedom Hour with Jim and Dan
The 7 Things Retirees Want From Their Money
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
2021-07-22
34 min
Peak Financial Freedom Hour with Jim and Dan
Your Top 7 Financial Resolutions
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
2021-07-15
34 min
Peak Financial Freedom Hour with Jim and Dan
The Retirement Checklist
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
2021-07-08
34 min
Peak Financial Freedom Hour with Jim and Dan
Opening Your Eyes About Your Money
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
2021-07-01
34 min
Peak Financial Freedom Hour with Jim and Dan
How Do You Know?
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
2021-06-24
34 min
Peak Financial Freedom Hour with Jim and Dan
Money and Anxiety
Jim and Dan will help soothe your financial fears as you plan for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2021-06-17
34 min
Peak Financial Freedom Hour with Jim and Dan
Can You Handle The Truth? - Part 1
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
2021-05-06
34 min
Peak Financial Freedom Hour with Jim and Dan
Be Careful With These Financial Statements
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
2021-04-29
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Statements: Agree Or Disagree?
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
2021-04-22
34 min
Peak Financial Freedom Hour with Jim and Dan
Making The Right Decisions As You Near Retirement
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
2021-04-15
34 min
Peak Financial Freedom Hour with Jim and Dan
Getting Out Of Your Own Way
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
2021-03-25
34 min
Peak Financial Freedom Hour with Jim and Dan
Financial Fears That People Are Afraid To Talk About
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
2021-03-18
34 min
Peak Financial Freedom Hour with Jim and Dan
The Seven Biggest Worries About Retirement
Jim and Dan will help calm your biggest fears about retirement planning. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2021-03-04
34 min
Peak Financial Freedom Hour with Jim and Dan
Things You Can't Trust
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2021-01-07
34 min
Peak Financial Freedom Hour with Jim and Dan
Dirty Little Secrets
The financial world has some dirty little secrets that it doesn't want you know. Jim and Dan will help clear the air. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-12-22
34 min
Peak Financial Freedom Hour with Jim and Dan
Questions You Should Ask
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-12-10
34 min
Peak Financial Freedom Hour with Jim and Dan
How Much Risk Do You Really Want To Take?
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-12-03
34 min
Peak Financial Freedom Hour with Jim and Dan
Top Retiree Worries
Jim and Dan can help soothe any worries you may have about entering into retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-11-19
34 min
Peak Financial Freedom Hour with Jim and Dan
Agree Or Disagree? - Part 2
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-11-05
34 min
Peak Financial Freedom Hour with Jim and Dan
Agree Or Disagree?
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
2020-10-08
34 min
Peak Financial Freedom Hour with Jim and Dan
Statements You May Live To Regret
Jim and Dan go over some common statements people make about their finances that they later regret. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-10-01
34 min
Peak Financial Freedom Hour with Jim and Dan
Money and Anxiety
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-09-10
34 min
Peak Financial Freedom Hour with Jim and Dan
Can You Handle The Truth?
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-09-03
34 min
Peak Financial Freedom Hour with Jim and Dan
Statements You Might Live To Regret
Jim and Dan go over some common statements people make about their finances that they later regret. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-08-20
34 min
Peak Financial Freedom Hour with Jim and Dan
Just What The Doctor Ordered
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. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-07-16
34 min
Peak Financial Freedom Hour with Jim and Dan
Our Bucket Strategy
Jim and Dan will take a deep dive into our their bucket planning strategy can work for your financial and retirement planning portfolio. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-04-30
34 min
Peak Financial Freedom Hour with Jim and Dan
Stop Worrying About Your Money
Jim and Dan will go over how to quit fretting about your portfolio during these volatile economic times. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063
2020-04-23
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama's Secret Recipe For Retirement Success: Part 34
Part 34 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
2020-03-26
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama’s Secret Recipe For Retirement Success: Part 33
Part 33 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
2020-03-05
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama’s Secret Recipe For Retirement Success: Part 32
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
2020-02-27
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama’s Secret Recipe For Retirement Success: Part 31
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
2020-02-20
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama’s Secret Recipe For Retirement Success: Part 30
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
2020-02-13
34 min
Peak Financial Freedom Hour with Jim and Dan
Mama’s Secret Recipe For Retirement Success: Part 29
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
2020-02-06
34 min