Peak Financial Freedom Hour with Jim and Dan

Your Pre-Retirement Checklist

Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck.

Client Personalities

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality.

Annuity Myths

There is a lot of misinformation out there about annuities - namely, fixed index annuities with income riders. Jim and Dan will disperse the myths and give you the straight skinny about these investment vehicles.

Mailbag: Stock Market Scares

Due to the recent volatility in the stock market, we've received quite a few listener questions. We'll answer questions about protecting your money during a crash, preparing for a worry-free retirement, and more.

Who Is Most At Risk?

Let's talk about who this show is all about - those that are most at risk in their portfolio without even realizing it. You might think that you are not at risk since you've received financial advice from elsewhere, but that could not be further from the truth. Jim and Dan will break down what to watch out for in your portfolio to make sure it is not too risky.

The Peak Financial Bill Of Rights

We hear talk all the time about The Bill Of Rights in the constitution. Why isn't there a bill of rights in regards to your money? Thankfully, Jim and Dan's firm has one that will help your money achieve as much as it possibly can in your retirement.

Mailbag: Know Your Risk

More listener questions have been coming in that focus on controlling the risk in your financial investments. Jim and Dan can offer help in doing just that.

Mailbag: Protecting Your Money

We've got another set of great listener questions prepared for today's episode, focusing on protecting your investments in the face of various types of market volatility.

Mailbag: Preparing For The Next Crash, Mutual Funds, And More

Gene is worried about preparing for the next stock market crash. Howard wants to get Jim and Dan's advice on investing in mutual funds. Billy asks about how to properly develop a retirement plan. Finally, Jerry wants to plan out his finances in the wake of a recent heart attack.

Mailbag: Guaranteed Income, Debt Management, And More

We've got another set of great listener questions on the show today. Sindy wants to know about saving money in retirement, while Bob asks about managing debt with retirement assets. Later, James wonders how to handle differing investment personalities between spouses, and Mary asks for advice on changing advisors.