Episodes

Saturday Jan 01, 2022
5 Ways to Grow Your Nest Egg in 2022
Saturday Jan 01, 2022
Saturday Jan 01, 2022
We'll go over the top 5 methods to increase your savings and decrease your potential expenses in 2022, so that you can grow your nest egg.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Saturday Dec 18, 2021
IRA and 401(k) Tax Traps
Saturday Dec 18, 2021
Saturday Dec 18, 2021
It can be easy to forget, but IRAs and 401(k)s are tax-deferred accounts - some of the money in there will eventually go to Uncle Sam instead of you. Get educated about what tax traps people often fall into with these types of accounts, and how to avoid them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Saturday Dec 11, 2021
The Myth Behind a Magic Number
Saturday Dec 11, 2021
Saturday Dec 11, 2021
Retirement isn't just about saving up a certain amount of money - how you use that money is just as important. Jim and Dan will bust the myth of a "magic number" you need to save, and give you the truth behind building a successful retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Dec 02, 2021
Common Money Worries - Part 3
Thursday Dec 02, 2021
Thursday Dec 02, 2021
Part 3 of our series on the common worries that people have about their money, and how to avoid them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Tuesday Nov 23, 2021
Common Money Worries - Part 2
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
Part 2 of our topic on the most common worries that people have about their finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Nov 18, 2021
Common Money Worries
Thursday Nov 18, 2021
Thursday Nov 18, 2021
We'll detail some of the most common worries that retirees and pre-retirees have about their finances - and we'll offer up some words of wisdom to help soothe these worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Nov 11, 2021
Dealing With Life Changes
Thursday Nov 11, 2021
Thursday Nov 11, 2021
The only constant in life is change. We'll go over some common financial changes you might have to deal with, and how to properly handle them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Nov 04, 2021
Bad Financial Habits
Thursday Nov 04, 2021
Thursday Nov 04, 2021
We'll help you break the habits that could be putting your retirement plan in jeopardy.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 28, 2021
Financial Truths
Thursday Oct 28, 2021
Thursday Oct 28, 2021
Learn the truth about your retirement, and it will set you financially free.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 21, 2021
A Comprehensive Retirement Income Plan
Thursday Oct 21, 2021
Thursday Oct 21, 2021
We'll talk about what goes into a comprehensive income plan for retirement, and what that could mean for your portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063