Will Your Retirement Plan Withstand the Next Crash?
Peak Financial Freedom Hour with Jim and Dan
- Published
- November 26, 2025
- Duration
- 35:00
- Summary source
- description
- Last updated
- Jun 10, 2026
Discusses investing.
Summary
This week, Dan and Jim discuss how risk often comes from not knowing what you’re doing and how that uncertainty can quietly affect your retirement plan. They challenge listeners to think about whether their current advisor is truly helping them build a real plan or just managing their investments and charging fees. They also explain the difference between…
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Show notes
This week, Dan and Jim discuss how risk often comes from not knowing what you’re doing and how that uncertainty can quietly affect your retirement plan. They challenge listeners to think about whether their current advisor is truly helping them build a real plan or just managing their investments and charging fees. They also explain the difference between having retirement accounts and having an actual plan that covers income, tax planning, and legacy. Key topics we cover this week: • Understand
Themes
- investing