Peak Financial Freedom Hour with Jim and Dan

Handling Major Life Changes

One of the only constants in life is change. With it being so inevitable, what matters the most is how you deal with change. Jim and Dan can guide you through some possible financial changes you might encounter.

Open Your Eyes

The world of money can be confusing and sometimes scary, which causes many people turn a blind eye to their own financial situation. Jim and Dan will open your eyes to the realities retirement planning, and help teach you that knowledge can mean power when it comes to finances.

Retirement Half-Truths

Sometimes a simple statement doesn't quite tell the whole story. Let's go over some common half-truths you might hear about retirement planning, and shed light on what the full truth is.

Lessons From Yogi Berra

From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.

The Beauty Of Simplicity

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it out to be. Jim and Dan can help simplify your plan to make it more effective and easier to understand.

Questions You Should Ask Your Advisor

There are some important questions out there that you need to ask your advisor, that many people just don't think to ask. Let's make sure that you are getting all the information you need about your retirement.

Invest Like A Genius

We'll be looking at some of the famous sayings of Albert Einstein and seeing how they can relate to financial matters.

Stock Market Update: Fourth Quarter Volatility

The market went a bit haywire back at the end of 2018. Was it just a big blip that is now over, or is it a harbinger of something worse that is on its way? Jim and Dan help decode the meaning behind what happened to the stock market.

Don't Stress Out

We're going to be talking about something that we all experience at some point in our lives: stress. Finances can be a big source of stress. Let's go over how to stop worrying about your retirement.

Let's Talk Taxes

With tax day fast approaching, let's take some time to explore the ins and outs of tax planning in retirement.