Peak Financial Freedom Hour with Jim and Dan

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

Financial Fears That People Are Afraid To Talk About

Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

How Much Risk Should You Be Taking?

Many people take too much financial risk as they plan for retirement. Be certain that you never have to face huge losses in your portfolio as you make your way through retirement.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

The Seven Biggest Worries About Retirement

Jim and Dan will help calm your biggest fears about retirement planning.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Critical Financial Decisions You Must Agree or Disagree With

As you plan for retirement, you'll be faced with many tough decisions and conflicting advice. Let's make sure you take the best path forward.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

Retirement: Nothing But The Truth

Although everyone's financial situation is different, there are some broad planning principles that apply to everyone as they prepare for retirement. Let's take a look at some financial truths you should know.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

 

 

Do You Truly Know The Risk You’re Taking?

Most people think that they are in safe investments, when that may not be the case. Make sure that you are not taking any unnecessary risk as you plan for retirement.

 

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063