Episodes

Thursday Aug 03, 2023
How Do You Know The Right Answers To Your Financial Questions?
Thursday Aug 03, 2023
Thursday Aug 03, 2023
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

Thursday Jul 27, 2023
The Three Buckets Of Money
Thursday Jul 27, 2023
Thursday Jul 27, 2023
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

Thursday Jul 20, 2023
What Retirees Are Really Worried About
Thursday Jul 20, 2023
Thursday Jul 20, 2023
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

Thursday Jul 13, 2023
The Two Stages of Retirement Planning (Don’t Get Stuck In Stage 1)
Thursday Jul 13, 2023
Thursday Jul 13, 2023
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

Thursday Jul 06, 2023
5 Ways To Get The Most Money Out Of Your IRA and 401(k)
Thursday Jul 06, 2023
Thursday Jul 06, 2023
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

Thursday Jun 29, 2023
The Qualities Of Money
Thursday Jun 29, 2023
Thursday Jun 29, 2023
We'll go over what qualities you should expect from your money as you prepare for retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Jun 22, 2023
Retirement Pop Quiz
Thursday Jun 22, 2023
Thursday Jun 22, 2023
Surprise! It's time to take a pop quiz about your retirement portfolio. Will you pass with flying colors, or should you be studying more? Jim and Dan will help guide towards getting an A+ on the quiz.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Jun 15, 2023
The Dangerous Decade - Part 2
Thursday Jun 15, 2023
Thursday Jun 15, 2023
Part 2 of our discussion on the most dangerous decade in retirement.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Jun 08, 2023
The Dangerous Decade
Thursday Jun 08, 2023
Thursday Jun 08, 2023
There's about a decade in retirement planning where mistakes and market downturns are the most costly. Learn how to financially navigate this most dangerous decade.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063

Thursday Jun 01, 2023
Questions You Should Be Asking About Your Money
Thursday Jun 01, 2023
Thursday Jun 01, 2023
We'll give you some questions that you should be asking about your financial situation, even if you might be afraid to ask them.
Contact Information:
Website: https://peakfinancialfreedomgroup.com/
Phone: 916-791-7063