Peak Financial Freedom Hour with Jim and Dan

Can You Handle The Truth? - Part 4

Part 4 of our discussion on the truth about your financial portfolio. Can you handle it?

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Can You Handle The Truth? - Part 3

Part 3 of our discussion on the truth about your financial portfolio. Can you handle it?

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Can You Handle The Truth? - Part 2

Part 2 of our discussion on the truth about your financial portfolio. Can you handle it?

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Can You Handle The Truth? - Part 1

Sometimes the truth can be difficult to accept. Jim and Dan will help you figure out if you can handle the truth about your finances.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Be Careful With These Financial Statements

Sometimes you might think or say things about your finances that feel true but they aren't. Jim and Dan will guide you away from financial statements that you might live to regret.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

 

Financial Statements: Agree Or Disagree?

Jim and Dan will throw out some common sayings you may hear about finances, and say whether they agree or disagree with them.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Making The Right Decisions As You Near Retirement

Once you get into the "financial red zone" (5-10 years before retirement), every financial decision you make becomes especially vital to your retirement success. Jim and Dan can help guide you through this crucial period.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Don't Say Something You'll Regret

When people talk about their finances, sometimes they'll make statements that might harm their portfolio in the long run. Let's make certain that you're taking the best path forward for your retirement.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Are You A Risk Taker?

We'll analyze how much risk is too much in your financial portfolio. Are you taking too much risk in retirement?

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Getting Out Of Your Own Way

Sometimes we can be our own greatest enemies when it comes to retirement planning. Jim and Dan can help you make the right decisions for your financial portfolio.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063