Peak Financial Freedom Hour with Jim and Dan
Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
All episodes(50)
- StandardSummaries onlyDo You Have a Real Retirement Plan?
Published May 30, 2026
This week on the Peak Financial Freedom Hour, Dan & Jim discuss one of the biggest questions facing pre-retirees: Have I actually saved enough to retire? The conversation explores why retirement success is about much more than reaching a certain account balance. Dan and Jim explain the importance of creating reliable income, reducing unnecessary market risk, and building a written retirement plan that provides confidence and clarity. The show covers retirement income planning, longevity risk, as
- StandardSummaries onlyDon’t Make This Tax Mistake with Your Retirement Plan
Published May 22, 2026
Your Retirement PlanThis week on the Peak Financial Freedom Hour, Dan and Jim discuss one of the biggest questions retirees face: how much money is really enough for retirement? The conversation explores why retirement planning should focus on creating reliable income instead of simply accumulating your savings into one big “magic number”. The show covers guaranteed lifetime income, Social Security planning, Monte Carlo simulations, inflation concerns, market risk and Warren Buffett’s views on protecting wealth dur
- StandardSummaries onlyPodcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
Published May 14, 2026
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered: Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase mea
- StandardSummaries onlyIs Your Investment Strategy Age-Appropriate?
Published Apr 17, 2026
This week on The Peak Financial Freedom Hour, Dan and Jim discuss why your investment strategy should evolve as you get closer to retirement. They explain how aligning your investments with your current stage of life, risk tolerance, and long-term goals is critical to building a successful financial plan. As retirement approaches, the timeline to recover from market downturns becomes shorter, which often leads many investors to prioritize protection, income, and stability over aggressive growth.
- StandardSummaries onlyUnderstanding Risk & Building a Smarter Plan
Published Apr 10, 2026
This week on The Peak Financial Freedom Hour, Dan and Jim discuss how to manage uncertainty as you approach and enter retirement. They explain that risk often comes from not fully understanding your financial plan, and why having clarity becomes more important than ever at this stage of life. As retirement nears, the focus typically shifts from growth to protecting what you have built and creating a reliable income strategy. Dan and Jim walk through why your approach to investing may need to cha
- StandardSummaries onlyPodcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Published Feb 25, 2026
Podcast ExtraArtificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the job market and what it means for workers over 50. They explore new research showing that many older workers are worried about job security and finding new employment — and why AI is becoming both a challen
- StandardSummaries onlyWhy Your Investment Strategy Must Change in Retirement
Published Feb 14, 2026
This week on The Peak Financial Freedom Hour, Dan and Jim explain why the investment strategy that helped you grow your wealth during your working years may not be the right strategy as you approach or enter retirement. Dan and Jim discuss why protection and income stability often become more important than aggressive growth at this stage of life. For many retirees, preserving what they have built and creating predictable income streams is the key to long-term success and peace of mind. -- Sched
- StandardSummaries onlyWhy Uncertainty Is the Biggest Risk in Retirement
Published Feb 6, 2026
This week on The Peak Financial Freedom Hour, Dan and Jim talk about a concern they see every day in their office: people who are worried! Many people approaching or already in retirement are feeling uneasy, not just about the markets, but about whether their plan will actually work. For some, that uncertainty comes from not having a real plan at all. For others, it’s the fear that the plan they do have might not be enough. And often, that worry becomes so overwhelming that it keeps people stuck
- StandardSummaries onlyGoing Against the Grain
Published Dec 6, 2025
This week, Dan and Jim explain why building a retirement plan often requires going in a very different direction than the strategy you used during your working years. When you're saving for retirement, the focus is on accumulation and growth. But once you retire, the entire purpose of that money changes — you shift from asset accumulation to asset decumulation. They walk listeners through why income-producing assets become so important in retirement, and why continuing to rely heavily on high-ri
- StandardSummaries onlyWill Your Retirement Plan Withstand the Next Crash?
Published Nov 26, 2025
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
- StandardSummaries onlyTailored for You: Why Every Retirement Plan Should Be Personal
Published Oct 24, 2025
This week on The Peak Financial Freedom Hour, Dan and Jim dive into what it really means to have a customized retirement plan — one that’s built around your goals, your income needs, and your comfort with risk. They explain why cookie-cutter strategies often fail, how a written plan in place helps you stay focused and confident, and why true financial freedom comes from having a plan that’s made just for you. ✅ How to create a personalized income plan that fits your goals ✅ Why no two retirement
- StandardSummaries onlyStop Worrying & Start Planning!
Published Oct 17, 2025
This week on The Peak Financial Freedom Hour, Dan and Jim continue their discussion from last week’s episode and take a deeper dive into how to turn your statements into a strategy. They talk about the importance of positioning your assets correctly, creating dependable income that lasts, and building a written plan that helps you retire with confidence – no matter what happens in the market. Tune-in this week and learn why peace of mind comes from having a plan in writing and why the right inco
- StandardSummaries onlyStatements You Will Live to Regret
Published Oct 10, 2025
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
- StandardSummaries onlyAvoid the Crash: Protecting Your Retirement & Your Income
Published Jul 25, 2025
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
- StandardSummaries onlyHow to Build Multiple Income Streams in Retirement
Published Jul 18, 2025
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
- StandardSummaries onlySpecialized Planning for Retirees in Northern California
Published Jun 27, 2025
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) 79
- StandardSummaries onlyFrom Saving to Spending: Creating Efficient Income for Retirement
Published Jun 20, 2025
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
- StandardSummaries onlyTake Control of Your Retirement Plan Before It Controls You
Published May 30, 2025
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 |
- StandardSummaries onlyDon’t Leave Your Retirement Income Up to Chance!
Published May 23, 2025
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/@peakfinancialfreedomgro
- StandardSummaries onlyHow Much Income Do You Need to Retire?
Published May 16, 2025
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 ou
- StandardSummaries onlyBonus: Tick Tock—Beat the Tax Deadline Before It Bites
Published Apr 10, 2025
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. -- 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
- StandardSummaries onlyBonus Interview: Spring Clean Your Finances for America Saves Week
Published Apr 9, 2025
Bonus InterviewIt’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 bala
- StandardSummaries onlyTransitioning from Your Career to Retirement
Published Mar 28, 2025
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 Ab
- StandardSummaries onlyIs Your Portfolio Hurting from Market Volatility?
Published Mar 21, 2025
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/@
- StandardSummaries onlySocial Security and Other Retirement Income Sources
Published Feb 28, 2025
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 A
- StandardSummaries onlyIs the Stock Market Due for a Correction?
Published Feb 21, 2025
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/@
- StandardSummaries onlyAvoid Making These Costly Mistakes with Your Retirement Plan
Published Feb 14, 2025
Your Retirement PlanDan 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
- StandardSummaries onlyThis Investment Can Provide You with Guaranteed Lifetime Income
Published Feb 7, 2025
Guaranteed Lifetime IncomeDan 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.youtub
- StandardSummaries onlyBonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
Published Feb 6, 2025
Bonus InterviewThe 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
- StandardSummaries onlyGoing Against the Grain: What Makes Peak Financial Different than Other Advisors
Published Jan 31, 2025
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
- StandardSummaries onlyPeace of Mind for Your Retirement: Smart Changes You Can Make to Your Plan
Published Jan 24, 2025
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
- StandardSummaries onlyStop Worrying About Your Money in 2025
Published Jan 17, 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 Ch
- StandardSummaries onlySpecial Report: Hospital Patients are Safer Today with Dr. Chris DeRienzo, Chief Physician Executive & SVP, American Hospital Association
Published Dec 17, 2024
Special ReportHospital 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 PeakFinancialFreedomGro
- StandardSummaries onlyWhy You Need a Retirement Income Plan for Your Future
Published Nov 16, 2024
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
- StandardSummaries onlyBonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
Published Nov 11, 2024
Bonus EpisodeAn 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 you
- StandardSummaries onlyHow Interest Rates Can Impact Your Retirement Plan
Published Nov 9, 2024
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://w
- StandardSummaries onlyCan Your Retirement Plan Withstand a Market Crash?
Published Nov 1, 2024
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
- StandardSummaries onlySocial Security Announces Lowest Cost of Living Adjustment in Four Years
Published Oct 16, 2024
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 prov
- StandardSummaries onlyThe Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?
Published Oct 11, 2024
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
- StandardSummaries onlyThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Published Oct 9, 2024
The Second FiftyGuest: 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 exper
- StandardSummaries onlyFinding Financial Freedom During Volatile Times
Published Oct 4, 2024
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.
- StandardSummaries onlyDo You Have a Retirement Plan IN-WRITING Yet?
Published Sep 27, 2024
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.
- StandardSummaries onlyYour Guide to a Worry-Free Retirement
Published Aug 9, 2024
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.
- StandardSummaries onlyThe Power of Planning: Your Guide to a Fulfilling Retirement
Published Aug 2, 2024
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.
- StandardSummaries onlyKnowledge is Power When Planning for Retirement
Published Jul 26, 2024
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 Finan
- StandardSummaries onlyHow to Retire When You Don’t Have a Pension
Published Jul 12, 2024
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 Pe
- StandardSummaries onlyWhy the Happiest Retirees Have Guaranteed Income
Published Jul 3, 2024
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.
- StandardSummaries onlyOpen Your Eyes to the Truth About Your Money
Published Jun 28, 2024
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
- StandardSummaries onlyMoney Management Without the Stress: How to Retire with Peace of Mind
Published May 31, 2024
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
- StandardSummaries onlyPreserving Your Assets & Generating Retirement Income
Published May 24, 2024
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