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?

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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.youtube.com/@peakfinancialfreedomgroup

About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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.

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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 Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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.

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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 Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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.

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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 Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

It’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 balance debt repayment with growing your savings

🔹 Easy tools to help you “set it and forget it”

For more tools and tips, visit americasaves.org.

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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 Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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 Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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 Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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 Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.