Peak Financial Freedom Hour with Jim and Dan

Know Your Options

Making the right decisions with your finances is key to having a solid retirement plan, but oftentimes that involves weeding out the bad options and knowing how to spot a good option when you see it. So what are the best ways to learn the difference, and who are the best people to turn to for advice?

Emotions And Retirement Planning

The financial world may seem dry and logic-driven, but there is actually a lot of different emotions that people ascribe to their money. We'll go over how these emotions can influence decision-making, and how to overcome these roadblocks to a well-made plan.

Grading Your Advisor

We'll take a look at how to evaluate your financial advisor. Let's make sure that you're retirement plan gets an A+.

Clearing Up The Confusion About Mutual Funds

There is a lot of conflicting and misleading information out there about mutual funds. Some people say that as long as you are invested in several different funds, you are diversified. Let's make sure that you know exactly what is correct and what will work for you when you plan for retirement.

Can You Handle The Truth?

There are some truths about retirement planning that every retiree and pre-retiree should know. Jim and Dan will make sure that you are prepared to handle those truths.

Advisor Red Flags

Let's make sure that you are picking the right advisor for your portfolio. Jim and Dan will detail some red flags to watch out for when shopping around for an investment advisor.

Bad Financial Habits

It's easy to fall into a routine while you keep track of your finances. Some of the habits that you're developing may end up being more harmful than helpful. Let's shed some lights on actions to avoid when planning for retirement.

New Year's Resolutions

It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year.

More Common Money Mistakes

There are a lot of possible mistakes that you could make when planning for retirement. So many, in fact, that we couldn't fit them all into one episode. Let's detail some more common money mistakes that people make, so that you won't make them.

Common Money Mistakes

A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. Jim and Dan will go over some of the most common money mistakes and how to avoid them.