Cover art for Peak Financial Freedom Hour with Jim and Dan

Statements You Will Live to Regret

Peak Financial Freedom Hour with Jim and Dan

Published
October 10, 2025
Duration
35:00
Summary source
description
Last updated
Jun 10, 2026

Discusses investing.

Summary

Dan and Jim break down the dangerous things retirees tell themselves – and the costly mistakes hiding in plain sight on your account statements. They’ll show you how to build (or upgrade) a written retirement plan that prioritizes maximizing income and minimizing risk & fees. Ready to see your blind spots and fix them fast? Meet with us and leave with a p…

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Show notes

Dan and Jim break down the dangerous things retirees tell themselves – and the costly mistakes hiding in plain sight on your account statements. They’ll show you how to build (or upgrade) a written retirement plan that prioritizes maximizing income and minimizing risk & fees. Ready to see your blind spots and fix them fast? Meet with us and leave with a plan in writing. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ Call us now by dialing #250 on you

Themes

  • investing