Peak Financial Freedom Hour with Jim and Dan

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

Retirement Perception Vs Reality - Part 4

Part 4 in our series on recognizing the difference between financial perception and retirement reality.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Retirement Perception Vs Reality - Part 3

Part 3 in our series on recognizing the difference between financial perception and retirement reality.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Retirement Perception Vs Reality - Part 2

Part 2 in our series on recognizing the difference between financial perception and retirement reality.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Retirement Perception Vs. Reality

You may think you know what it takes to retire successfully, but the reality is, there could be important things that you are misunderstanding or are simply unaware of. Jim and Dan will break down some common misconceptions people have about retirement.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063