Peak Financial Freedom Hour with Jim and Dan

Dealing With Life Changes

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

Bad Financial Habits

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

Financial Truths

Learn the truth about your retirement, and it will set you financially free.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

A Comprehensive Retirement Income Plan

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

Going Against The Grain

At Peak Financial, we're not going to tell you what you want to hear about your finances - we're going to tell you what you NEED to hear. Learn the benefits of a financial advisor that goes against the grain and doesn't try to please everyone.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Are You Messing Up Your Retirement?

We'll look at the ways people often mess up their retirement plans. Make sure that your portfolio is protected.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Common Money Mistakes

Learn from the mistakes of others. We'll go over some common errors we see people making with their money, and talk about how you can avoid these same mistakes.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Primal Financial Fears

It's time to face your fears - the darkest parts of your financial soul. We'll address common fears that retirees and pre-retirees have about their portfolio, and how you can address them.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

What is the Purpose of Your Money?

Financial freedom opens up windows of opportunity for you in retirement, but it often helps to have goals in mind as you plan and save. We'll answer the question: what purposes can your money have in retirement?

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Advisor Red Flags

We'll give you some red flags that you should watch out for when you are meeting with a financial advisor.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063