Peak Financial Freedom Hour with Jim and Dan

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 |  ...

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:  ...

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....

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”...

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 Cha...

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-...

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/conta...

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...

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...

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 f...

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...

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 PeakFin...

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, r...

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...

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...

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 cl...

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 Y...

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 F...

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 YouTu...

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...

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...

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 clip...

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 ra...

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 Chann...

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 Chann...