Episodes

Thursday Nov 16, 2023
Grading Your Financial Plan
Thursday Nov 16, 2023
Thursday Nov 16, 2023
Is your financial plan an A+ plan, or does it feel like it's failing? We'll give you some questions to consider when you evaluate your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Nov 09, 2023
Don’t Be Confused About Your Money
Thursday Nov 09, 2023
Thursday Nov 09, 2023
It's easy to get confused in the financial world. Jim and Dan will help clear up any questions you might have about your retirement portfolio.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Nov 02, 2023
Warning Signs About Your Money
Thursday Nov 02, 2023
Thursday Nov 02, 2023
Learn to recognize these important warning signs about your retirement plan.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 26, 2023
Questions That Every Retiree Needs To Answer
Thursday Oct 26, 2023
Thursday Oct 26, 2023
In order to have a successful retirement, there are certain questions that you need to answer about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 19, 2023
The Two Main Things That Retirees Worry About
Thursday Oct 19, 2023
Thursday Oct 19, 2023
We'll dive into what two things you should focus on as you plan for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 12, 2023
How Do You Replace Your Paychecks When You Retire?
Thursday Oct 12, 2023
Thursday Oct 12, 2023
When you retire, you can no longer rely on the paychecks from your job for income. So how do you replace those paychecks with other income streams? Jim and Dan will discuss.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Oct 05, 2023
Financial Case Studies
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Jim and Dan handle a lot of different financial situations in their role as advisors. Let's look at some case studies to see how they can help people in different situations plan out a successful retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Sep 28, 2023
Money And Anxiety
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Money can make anyone anxious, but it doesn't have to be that way when you're planning for retirement. Jim and Dan can help.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Sep 21, 2023
Mistakes That Can Ruin Your Retirement, And How To Avoid Them
Thursday Sep 21, 2023
Thursday Sep 21, 2023
When it comes to retirement planning, it's easy to make mistakes. We'll let you know what to look out for.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Sep 14, 2023
Can You Handle The Truth About Your Money?
Thursday Sep 14, 2023
Thursday Sep 14, 2023
To properly plan for retirement, you have to face some important truths about your finances.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063