Peak Financial Freedom Hour with Jim and Dan

It can be easy to forget, but IRAs and 401(k)s are tax-deferred accounts - some of the money in there will eventually go to Uncle Sam instead of you. Get educated about what tax traps people often fall into with these types of accounts, and how to avoid them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Retirement isn't just about saving up a certain amount of money - how you use that money is just as important. Jim and Dan will bust the myth of a "magic number" you need to save, and give you the truth behind building a successful retirement plan.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 3 of our series on the common worries that people have about their money, and how to avoid them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 2 of our topic on the most common worries that people have about their finances.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll detail some of the most common worries that retirees and pre-retirees have about their finances - and we'll offer up some words of wisdom to help soothe these worries.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

The only constant in life is change. We'll go over some common financial changes you might have to deal with, and how to properly handle them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll help you break the habits that could be putting your retirement plan in jeopardy.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Learn the truth about your retirement, and it will set you financially free.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll talk about what goes into a comprehensive income plan for retirement, and what that could mean for your portfolio.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

At Peak Financial, we're not going to tell you what you want to hear about your finances - we're going to tell you what you NEED to hear. Learn the benefits of a financial advisor that goes against the grain and doesn't try to please everyone.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll look at the ways people often mess up their retirement plans. Make sure that your portfolio is protected.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Learn from the mistakes of others. We'll go over some common errors we see people making with their money, and talk about how you can avoid these same mistakes.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

It's time to face your fears - the darkest parts of your financial soul. We'll address common fears that retirees and pre-retirees have about their portfolio, and how you can address them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Financial freedom opens up windows of opportunity for you in retirement, but it often helps to have goals in mind as you plan and save. We'll answer the question: what purposes can your money have in retirement?   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll give you some red flags that you should watch out for when you are meeting with a financial advisor.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 4 in our series on recognizing the difference between financial perception and retirement reality.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 3 in our series on recognizing the difference between financial perception and retirement reality.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 2 in our series on recognizing the difference between financial perception and retirement reality.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

You may think you know what it takes to retire successfully, but the reality is, there could be important things that you are misunderstanding or are simply unaware of. Jim and Dan will break down some common misconceptions people have about retirement.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Try to avoid these common mistakes that people make with their retirement plans.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

There's a lot of misinformation out there about retirement planning. Jim and Dan will get to the bottom of what you need to know about your portfolio.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will detail the top 7 things that money can do for you as you plan for retirement.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

It may not be close to New Year's, but that doesn't mean you can't start implementing some resolutions about your retirement plan. Jim and Dan will give you the top 7 financial resolutions that you should consider.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will help you complete the checklist that ensures a smooth and safe retirement.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Some people can be so intimidated about their finances that they choose to just ignore it. Let Jim and Dan open your eyes to what's going on with your money, so that you can prepare to retire with as much of it as possible.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063