Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
Episodes
5 days ago
5 days ago
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 is completely free.
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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.
Friday Jul 18, 2025
Friday 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: meeting with us is completely free.
👉 Schedule a free meeting with Dan & Jim today: https://peakfinancialfreedomgroup.com/contact/
📞 Call Peak Financial now by dialing #250 on your cell phone and say the keyword “MONEY” or call (916) 791-7063
🎧 Subscribe to our podcast and listen to past episodes: https://peakfinancialfreedomgroup.com/radio/
📺 Check out our YouTube Channel: https://www.youtube.com/@peakfinancialfreedomgroup
Friday Jun 27, 2025
Friday 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!
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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.
Friday Jun 20, 2025
Friday 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?
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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.
Friday May 30, 2025
Friday 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?
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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.
Friday May 23, 2025
Friday 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.
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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.
Friday May 16, 2025
Friday 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.
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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.
Thursday Apr 10, 2025
Thursday 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.
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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.
Wednesday Apr 09, 2025
Wednesday Apr 09, 2025
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.
Friday Mar 28, 2025
Friday 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
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.