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

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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.

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 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

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