Peak Financial Freedom Hour with Jim and Dan

Procrastinated on your taxes? You're not alone—but time's almost up. Matt McClure shares urgent insights from Jackson Hewitt's Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don't miss this last-minute tax survival guide.   -- 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.

It's America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for financial success—without feeling overwhelmed.

Dan Ahmad and Jim Files talk about how you can successfully make a transition from the workplace to the retirement you have always imagined for yourself and your family.   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.

Dan Ahmad and Jim Files discuss what you can do today in order to manage volatility throughout the course of your retirement. Is part of your retirement portfolio protected from stock market chaos?     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.

Dan Ahmad and Jim Files share what you should know about Social Security and how to improve your retirement income plan by making the right adjustments to your portfolio.     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.

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.

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.

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.

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.

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

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

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

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

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

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

An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.   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

The Federal Reserve just lowered interest rates again, but what does that mean for your financial future? This week, Dan Ahmad and Jim Files are back with a new episode to discuss how retirees and pre-retirees can make smart adjustments to their plan before interest rates drop even further.   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

Dan Ahmad and Jim Files share what you can do today to make sure your financial plan for retirement is strong enough to withstand a market crash. If you are concerned about stock market risk as you approach your golden years, contact our office today!   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

GUEST: Jenn Jones, VP of Government Affairs, AARP   TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.   COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.   -- Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files help explain what the Fed lowering interest rates means for your retirement plan. Plus – they discuss some strategies to consider before rates drop even further. Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch the latest videos from Peak Financial

Guest: Debra Whitman, PhD, AARP's Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging   In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman's unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is.   -- Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files discuss why it's so important to have your portfolio analyzed by professionals who can help ensure you are on track for a successful financial future.    Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files provide solutions for those seeking guaranteed lifetime income and safeguarding their retirement. Enjoy peace of mind in retirement with the strategies discussed in this new episode.  Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files provide solutions for guaranteed lifetime income and safeguarding your retirement. Enjoy peace of mind in retirement with these strategies.   Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files offer solutions to protect your retirement with guaranteed lifetime income. Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!   Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files explain how gaining better insight regarding your retirement portfolio can help you make better decisions that will impact your future. Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!   Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

With pensions becoming less and less common in the workplace today, Dan Ahmad and Jim Files offer solutions to protect your retirement with guaranteed lifetime income. Have you heard from your advisor lately? Work with a team that has your retirement interests in mind!   Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files help dispel myths about annuities and explain how the right financial instruments can make all the difference when planning for a successful retirement.   Call us now by dialing #250 on your cell phone and say the key-word “MONEY” It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show.

Dan Ahmad and Jim Files discuss the importance of having your retirement plan in writing. If you fail to prepare, then you may be preparing to fail! Call us now by dialing #250 on your cell phone and say the key-word “MONEY”   It's time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com   Subscribe to our YouTube Channel and watch clips from Peak Financial's radio & TV show: https://www.youtube.com/@peakfinancial8039/videos

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help you reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check-out our YouTube Channel 

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help you reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check-out our YouTube Channel 

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check-out our YouTube Channel 

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check-out our YouTube Channel   

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check out our YouTube Channel 

Dan Ahmad and Jim Files share valuable insights on their weekly radio show to help you build a successful retirement. Call today to take advantage of a no-obligation retirement consultation and planning session.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com Check-out our YouTube Channel 

Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.  Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.  Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.  Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.  Have a Question? Call Now now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Jim Files and Dan Ahmad share valuable insights on their weekly radio show to help you build a successful retirement.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Dan Ahmad and Jim Files share valuable insights to help you build a successful retirement.  Call us now by dialing #250 on your cell phone and say the keyword “MONEY” Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

Jim Files and Dan Ahmad are back with another weekly episode to share ways you can reach financial freedom. Call us today to take advantage of a no-obligation retirement consultation and free plan! Call us now by dialing #250 on your cell phone and use the keyword “MONEY” Let us help you and your family reach financial freedom. For More Information: PeakFinancialFreedomGroup.com

Dan Ahmad and Jim Files discuss sound financial planning strategies that can help you cut costs and generate guaranteed income for your retirement.  Call now by dialing #250 on your cell phone and Use the Keyword “MONEY” To Learn More and To Schedule a No-Cost Consultation Online: PeakFinancialFreedomGroup.com

Dan Ahmad and Jim Files are back this week with another enlightening episode to help you prepare for retirement. Call the show today to take advantage and plan! Call now by dialing #250 on your cell phone and use the keyword “MONEY” To Learn More and To Schedule a Free Consultation: Visit Our Website

What are your New Year's resolutions? Every year we tell ourselves we are going to do things like lose weight, work out, and get organized. This year, make a commitment to your future self by getting a real plan in place for your finances and retirement.  Let us help you and your family reach financial freedom! To call the show today: Dial #250 on your cell phone and use the keyword "MONEY"  To Learn More and To Schedule a Free Consultation: Visit Our Website  

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

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

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

There are many factors that contribute to retirement success - but there's one element of retirement planning that's more important than everything else.  Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll teach you how to manage your financial emotions so that they don't ruin your retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Learn to recognize these important warning signs about your retirement plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063