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Peak Financial Freedom Hour with Jim and Dan

Peak Financial Freedom Hour with Jim and Dan

253 episodes — Page 4 of 6

Ep 186Common Money Mistakes

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

Jun 10, 202134 min

Ep 185Dirty Little Secrets In The Financial World

We're back with more dirty little secrets that the financial world doesn't want you know. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jun 3, 202134 min

Ep 184Can You Handle The Truth? - Part 4

Part 4 of our discussion on the truth about your financial portfolio. Can you handle it? Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

May 27, 202134 min

Ep 183Can You Handle The Truth? - Part 3

Part 3 of our discussion on the truth about your financial portfolio. Can you handle it? Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

May 20, 202134 min

Ep 182Can You Handle The Truth? - Part 2

Part 2 of our discussion on the truth about your financial portfolio. Can you handle it? Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

May 13, 202134 min

Ep 181Can You Handle The Truth? - Part 1

Sometimes the truth can be difficult to accept. Jim and Dan will help you figure out if you can handle the truth about your finances. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

May 6, 202134 min

Ep 180Be Careful With These Financial Statements

Sometimes you might think or say things about your finances that feel true but they aren't. Jim and Dan will guide you away from financial statements that you might live to regret. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Apr 29, 202134 min

Ep 179Financial Statements: Agree Or Disagree?

Jim and Dan will throw out some common sayings you may hear about finances, and say whether they agree or disagree with them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Apr 22, 202134 min

Ep 178Making The Right Decisions As You Near Retirement

Once you get into the "financial red zone" (5-10 years before retirement), every financial decision you make becomes especially vital to your retirement success. Jim and Dan can help guide you through this crucial period. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Apr 15, 202134 min

Ep 177Don't Say Something You'll Regret

When people talk about their finances, sometimes they'll make statements that might harm their portfolio in the long run. Let's make certain that you're taking the best path forward for your retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Apr 8, 202134 min

Ep 176Are You A Risk Taker?

We'll analyze how much risk is too much in your financial portfolio. Are you taking too much risk in retirement? Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Apr 1, 202134 min

Ep 175Getting Out Of Your Own Way

Sometimes we can be our own greatest enemies when it comes to retirement planning. Jim and Dan can help you make the right decisions for your financial portfolio. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Mar 25, 202134 min

Ep 174Financial Fears That People Are Afraid To Talk About

Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Mar 18, 202134 min

Ep 173How Much Risk Should You Be Taking?

Many people take too much financial risk as they plan for retirement. Be certain that you never have to face huge losses in your portfolio as you make your way through retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Mar 11, 202134 min

Ep 172The Seven Biggest Worries About Retirement

Jim and Dan will help calm your biggest fears about retirement planning. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Mar 4, 202134 min

Ep 171Critical Financial Decisions You Must Agree or Disagree With

As you plan for retirement, you'll be faced with many tough decisions and conflicting advice. Let's make sure you take the best path forward. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Feb 25, 202134 min

Ep 170Retirement: Nothing But The Truth

Although everyone's financial situation is different, there are some broad planning principles that apply to everyone as they prepare for retirement. Let's take a look at some financial truths you should know. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Feb 18, 202134 min

Ep 169Do You Truly Know The Risk You’re Taking?

Most people think that they are in safe investments, when that may not be the case. Make sure that you are not taking any unnecessary risk as you plan for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Feb 11, 202134 min

Ep 168How Do You Know?

How do you know what to do to plan for retirement? Is that information accurate? We'll make certain that you're informed rather than misinformed about your retirement plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Feb 4, 202134 min

Ep 167More Dirty Little Secrets

We couldn't keep all of the financial world's dirty little secrets contained in one episode. We'll reveal some more secrets that you should be aware of as you plan for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jan 28, 202134 min

Ep 166Statements You'll Live To Regret

Let's make certain that you won't say (or do) anything that you'll regret when it comes to planning for your retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jan 21, 202134 min

Ep 165The Financial Red Zone

We'll talk about what preparations you need to make with your finances as you enter that critical time period 5-10 years before retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jan 14, 202134 min

Ep 164Things You Can't Trust

There are some things that aren't very trustworthy, both in and outside the financial world. Jim and Dan will go through some items that you should be wary of. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jan 7, 202134 min

Ep 163Turning The Page To 2021

We ring in 2021 on this episode and look ahead at what you should do this year to put your finances in order. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Dec 29, 202033 min

Ep 162Dirty Little Secrets

The financial world has some dirty little secrets that it doesn't want you know. Jim and Dan will help clear the air. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Dec 22, 202034 min

Ep 161Risk Takers

Some people are more comfortable taking big risks than others. Let's take a look at how much risk you might be taking in your financial portfolio. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Dec 17, 202034 min

Ep 160Questions You Should Ask

To get the right information, you must ask the right questions. Jim and Dan will give you the most important questions you should be asking about your finances. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Dec 10, 202034 min

Ep 159How Much Risk Do You Really Want To Take?

Make sure that you can accurately plan around your financial risk tolerance. The first step: figure out how much risk you can actually tolerate. Jim and Dan can help. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Dec 3, 202034 min

Ep 158Retirement Half-Truths

Let's make sure that you are getting the full truth and nothing but the truth when it comes to your retirement plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Nov 24, 202034 min

Ep 157Top Retiree Worries

Jim and Dan can help soothe any worries you may have about entering into retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Nov 19, 202034 min

Ep 156Universal Retirement Truths - Part 2

There are many universal truths about retirement. We'll take a look at a few more. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Nov 12, 202034 min

Ep 155Agree Or Disagree? - Part 2

Our last "agree or disagree" segment was so popular that we gave Jim and Dan another set of statements about finances for them to discuss. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Nov 5, 202034 min

Ep 154Getting Out Of Your Own Way

Sometimes we have a tendency to get in our own way as we pursue our financial goals. We'll make sure you know how to help yourself to the retirement of your dreams. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Oct 29, 202034 min

Ep 153Universal Retirement Truths

Everyone's retirement is unique, but there are some universal truths to consider when you plan out your finances. Let's examine some commonly held financial wisdom and see how it applies to your life. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Oct 15, 202034 min

Ep 152Agree Or Disagree?

Jim and Dan will review some common things that people say about finances, and say whether they agree or disagree with them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Oct 8, 202034 min

Ep 151Statements You May Live To Regret

Jim and Dan go over some common statements people make about their finances that they later regret. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Oct 1, 202034 min

Ep 150Mailbag: Retiring Earlier Than Planned, The Problem With Pie Charts, And More

We'll dive into our listener mailbag to answer some important questions about retirement and financial planning. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Sep 24, 202034 min

Ep 149Money and Anxiety

It's easy to get anxious about your money. Jim and Dan can help calm your fears and give you more confidence in your financial plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Sep 10, 202034 min

Ep 148Can You Handle The Truth?

The truth about your money might be hard to face. Jim and Dan will make sure that you have courage and confidence in your finances to handle anything life throws your way. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Sep 3, 202034 min

Ep 147Financial Fears

There are some financial fears out there that many people don't like to talk about. Let's lift the stigma and make sure that you can feel secure about your retirement plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Aug 27, 202034 min

Ep 146Statements You Might Live To Regret

Jim and Dan go over some common statements people make about their finances that they later regret. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Aug 20, 202034 min

Ep 145Common Complaints About Financial Advisors

Financial advisors tend to have some common drawbacks and flaws that may jeopardize your retirement portfolio. We'll take a look at some common complaints people have about advisors, and how we can help correct the problems you may be having with your own advisor. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Aug 13, 202034 min

Ep 144True Or False - Part 9

Part 9 in our series of examining how true some common financial claims really are. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Aug 6, 202034 min

Ep 143True Or False - Part 8

Part 8 in our series of examining how true some common financial claims really are. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jul 30, 202034 min

Ep 142Just What The Doctor Ordered - Part 2

Part 2 on our series of financial ailments that you may be experiencing - and how to cure them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jul 23, 202034 min

Ep 141Just What The Doctor Ordered

Have you been experiencing distressing symptoms because of your finances? Jim and Dan will act as your financial doctors, and help prescribe possible treatments for your monetary woes. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jul 16, 202034 min

Ep 140Financial Diseases

We've identified some diseases that could be ravaging your portfolio. Make sure that you know how to recognize the symptoms and how to cure those financial ills. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jul 9, 202034 min

Ep 139Your Health And Your Wealth

Let's talk about how your financial plan should be accounting for healthcare expenses. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jul 2, 202034 min

Ep 138True Or False - Part 7

Part 7 in our series of examining how true some common financial claims really are. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jun 25, 202034 min

Ep 137True Or False - Part 6

Part 6 in our series of examining how true some common financial claims really are. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jun 18, 202034 min