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
  • Is Your Portfolio Hurting from Market Volatility?
    Mar 21 2025

    Dan Ahmad and Jim Files discuss what you can do today in order to manage volatility throughout the course of your retirement. Is part of your retirement portfolio protected from stock market chaos?

    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.

    Más Menos
    35 m
  • Social Security and Other Retirement Income Sources
    Feb 28 2025

    Dan Ahmad and Jim Files share what you should know about Social Security and how to improve your retirement income plan by making the right adjustments to your portfolio.

    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.

    Más Menos
    35 m
  • Is the Stock Market Due for a Correction?
    Feb 21 2025

    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 | (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.

    Más Menos
    35 m
  • Avoid Making These Costly Mistakes with Your Retirement Plan
    Feb 14 2025

    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: 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.

    Más Menos
    35 m
  • This Investment Can Provide You with Guaranteed Lifetime Income
    Feb 7 2025

    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.

    Más Menos
    35 m
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