Episodes

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

Thursday Sep 07, 2023
Top Retirement Worries
Thursday Sep 07, 2023
Thursday Sep 07, 2023
We'll dive into the top worries that people face in retirement, and how to alleviate those worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Aug 31, 2023
Financial Case Studies - Part 2
Thursday Aug 31, 2023
Thursday Aug 31, 2023
We'll look at some more financial case studies to see how Jim and Dan help their clients prepare for various financial situations.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Aug 24, 2023
Financial Case Studies
Thursday Aug 24, 2023
Thursday Aug 24, 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 Aug 17, 2023
Creating Income With Your Portfolio
Thursday Aug 17, 2023
Thursday Aug 17, 2023
You've saved for retirement - now what? Your next step should be to use your portfolio to create a reliable income. We'll dive into how you can do that.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Aug 10, 2023
Top Retirement Worries
Thursday Aug 10, 2023
Thursday Aug 10, 2023
We'll dive into the top worries that people face in retirement, and how to alleviate those worries.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063