Peak Financial Freedom Hour with Jim and Dan

De: Jim Files and Dan Ahmad
  • Resumen

  • 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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Episodios
  • Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
    Apr 10 2025

    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.

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    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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    2 m
  • Bonus Interview: Spring Clean Your Finances for America Saves Week
    Apr 9 2025

    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.

    🔹 Why saving doesn’t have to be hard

    🔹 The psychology of naming your savings goals

    🔹 How to balance debt repayment with growing your savings

    🔹 Easy tools to help you “set it and forget it”

    For more tools and tips, visit americasaves.org.

    --

    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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    6 m
  • Transitioning from Your Career to Retirement
    Mar 28 2025

    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.

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    36 m
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