Peak Financial Freedom Hour with Jim and Dan

著者： Jim Files and Dan Ahmad
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  • Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
    Copyright Jim Files and Dan Ahmed
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あらすじ・解説

Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
Copyright Jim Files and Dan Ahmed
ビジネス・キャリア 個人ファイナンス 政治・政府 経済学
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エピソード
  • This Investment Can Provide You with Guaranteed Lifetime Income

    This Investment Can Provide You with Guaranteed Lifetime Income
    2025/02/07

    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.
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    35 分
  • Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt

    Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
    2025/02/06

    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.

    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
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    8 分
  • Going Against the Grain: What Makes Peak Financial Different than Other Advisors

    Going Against the Grain: What Makes Peak Financial Different than Other Advisors
    2025/01/31

    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
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    35 分
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