Peak Financial Freedom Hour with Jim and Dan

Top Retirement Worries

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

Financial Case Studies - Part 2

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

Financial Case Studies

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

Creating Income With Your Portfolio

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

 

Top Retirement Worries

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

How Do You Know The Right Answers To Your Financial Questions?

For each financial question you may have, there are several different answers you might get. How can you tell which answer is the right one for you? Jim and Dan can help.

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

The Three Buckets Of Money

Jim and Dan will detail the three buckets that you should be using for your money as you enter retirement.

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

What Retirees Are Really Worried About

Jim and Dan have heard a lot from retirees about what really worries them. They'll pass along how to stop worrying so much about your money.

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

The Two Stages of Retirement Planning (Don’t Get Stuck In Stage 1)

A lot of people get stuck in stage one of retirement planning and only focus on accumulating assets. But there's a really important second step to the retirement planning process that you don't want to ignore. Let's explore...

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063

5 Ways To Get The Most Money Out Of Your IRA and 401(k)

There are some strategies that you could be implementing that will help you get more money from your tax-deferred accounts. Let's take a look at what you can do.

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063