With 50+ years of combined experience as authors, lecturers, coaches, innovators, and financial professionals, Dan Ahmad and Jim Files are Nationally...Full Bio
Social Security and Other Retirement Income Sources
Is the Stock Market Due for a Correction?
Dan Ahmad and Jim Files discuss some key indicators in the market that could be early warning signs of a correction in the future. What have you done to protect your hard-earned retirement savings?
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
Avoid Making These Costly Mistakes with Your Retirement Plan
Dan Ahmad and Jim Files uncover some mistakes you will want to avoid when planning for retirement. Listen to this week’s show and learn how to navigate some common risks while preparing for a financially sound future.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
This Investment Can Provide You with Guaranteed Lifetime Income
Dan Ahmad and Jim Files talk about one of the best retirement planning tools that you should be considering today. Why wouldn’t you want a personal pension and another income stream for your golden years?
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.
Call us now by dialing #250 on your cell phone and say the key-word “MONEY”
Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/
Connect with Dan & Jim: info@peakfin.com | (916) 791-7063
Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup
About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.
Going Against the Grain: What Makes Peak Financial Different than Other Advisors
Dan Ahmad and Jim Files talk about what makes Peak Financial different than other advisors out there today. We specialize in working with retirees, and those who are nearing retirement!
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
Peace of Mind for Your Retirement: Smart Changes You Can Make to Your Plan
Dan Ahmad and Jim Files discuss how they address common concerns and help clients find peace of mind for their retirement. You worked hard for your money, let Peak Financial help you retire with confidence!
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
Stop Worrying About Your Money in 2025
On this first episode of the new year, Dan Ahmad and Jim Files discuss how they can help you stop worrying about your money in 2025 by implementing the right financial plan for your future. Are you interested in exploring guaranteed income strategies and a personal pension for your retirement?
Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
Special Report: Hospital Patients are Safer Today with Dr. Chris DeRienzo, Chief Physician Executive & SVP, American Hospital Association
Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes.
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
Why You Need a Retirement Income Plan for Your Future
This week, Dan Ahmad and Jim Files discuss some common adjustments that most pre-retirees and retirees can make to improve their retirement plans. Peak Financial wants to help you establish a retirement income plan – in writing!
Call us now by dialing #250 on your cell phone and say the key word “MONEY”
Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com
Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos