Cover art for Peak Financial Freedom Hour with Jim and Dan

From Saving to Spending: Creating Efficient Income for Retirement

Peak Financial Freedom Hour with Jim and Dan

Published
June 20, 2025
Duration
36:29
Summary source
description
Last updated
Jun 10, 2026

Discusses investing.

Summary

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 Previou…

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Show notes

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

Themes

  • investing