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On the show
From 10 epsHosts
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Recent episodes
Do You Have a Real Retirement Plan?
May 30, 2026
35m 00s
Don’t Make This Tax Mistake with Your Retirement Plan
May 22, 2026
35m 27s
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
May 14, 2026
2m 12s
Is Your Investment Strategy Age-Appropriate?
Apr 17, 2026
44m 29s
Understanding Risk & Building a Smarter Plan
Apr 10, 2026
45m 33s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/30/26 | Do You Have a Real Retirement Plan? | This week on the Peak Financial Freedom Hour, Dan & Jim discuss one of the biggest questions facing pre-retirees: Have I actually saved enough to retire? The conversation explores why retirement success is about much more than reaching a certain account balance. Dan and Jim explain the importance of creating reliable income, reducing unnecessary market risk, and building a written retirement plan that provides confidence and clarity. The show covers retirement income planning, longevity risk, asset preservation, market volatility, and why many retirees may be much closer to retirement than they realize. The hosts also discuss how a well-designed retirement plan can help eliminate the fear of running out of money while creating the freedom to enjoy retirement with confidence. At Peak Financial Freedom Group, the focus is on helping retirees create sustainable income, protect their assets, and build retirement plans designed for long-term financial security and peace of mind. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 35m 00s | ||||||
| 5/22/26 | Don’t Make This Tax Mistake with Your Retirement Plan | This week on the Peak Financial Freedom Hour, Dan and Jim discuss one of the biggest questions retirees face: how much money is really enough for retirement? The conversation explores why retirement planning should focus on creating reliable income instead of simply accumulating your savings into one big “magic number”. The show covers guaranteed lifetime income, Social Security planning, Monte Carlo simulations, inflation concerns, market risk and Warren Buffett’s views on protecting wealth during uncertain economic conditions. Dan also shares a recent story about helping clients who made a costly tax mistake in their retirement plan and explains what retirees can do to avoid making similar mistakes in their own financial strategy. At Peak Financial Freedom Group, the focus is on helping retirees reduce unnecessary risk, create sustainable income and build retirement plans designed for long-term financial security and peace of mind. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 35m 27s | ||||||
| 5/14/26 | Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans | May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose. Key Points Covered: Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck. Financial Options - Several powerful financial vehicles are available specifically for former service members. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 2m 12s | ||||||
| 4/17/26 | Is Your Investment Strategy Age-Appropriate?✨ | investment strategyretirement planning+3 | — | Peak Financial Freedom Group | — | investment strategyretirement+4 | — | 44m 29s | |
| 4/10/26 | Understanding Risk & Building a Smarter Plan✨ | retirement planningfinancial risk+3 | — | Peak Financial Freedom Group | — | retirementfinancial plan+3 | — | 45m 33s | |
| 2/25/26 | Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski✨ | AI in the workplaceolder workers+3 | Carly Roszkowski | AARP | — | artificial intelligencejob market+3 | — | 5m 53s | |
| 2/14/26 | Why Your Investment Strategy Must Change in Retirement✨ | investment strategyretirement planning+3 | — | Peak Financial Freedom GroupYouTube | Roseville, CA | retirementinvestment strategy+3 | — | 35m 00s | |
| 2/6/26 | Why Uncertainty Is the Biggest Risk in Retirement✨ | retirement planningfinancial uncertainty+3 | — | Peak Financial Freedom Group | — | retirementfinancial planning+5 | — | 35m 00s | |
| 12/6/25 | Going Against the Grain✨ | retirement planningasset decumulation+3 | — | Peak Financial Freedom Group | — | retirement planasset accumulation+3 | — | 35m 00s | |
| 11/26/25 | Will Your Retirement Plan Withstand the Next Crash?✨ | retirement planninginvestment risk+4 | — | Peak Financial Freedom Group | — | retirement planinvestment management+5 | — | 35m 00s | |
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| 10/24/25 | Tailored for You: Why Every Retirement Plan Should Be Personal✨ | retirement planningcustomized financial plans+3 | — | Peak Financial Freedom Group | — | retirement plancustomized strategy+3 | — | 35m 00s | |
| 10/17/25 | Stop Worrying & Start Planning!✨ | retirement planningincome strategy+3 | — | Peak Financial Freedom Group | — | retirementfinancial planning+3 | — | 35m 00s | |
| 10/10/25 | Statements You Will Live to Regret✨ | retirement planningfinancial mistakes+3 | — | Peak Financial Freedom GroupYouTube | Roseville, CA | retirement planincome+3 | — | 35m 00s | |
| 7/25/25 | Avoid the Crash: Protecting Your Retirement & Your Income | Dan and Jim reveal why waiting to adjust your retirement plan could leave you vulnerable — and what smart retirees are doing right now to stay protected. Learn how to stress-test your income plan, prepare for market volatility, and avoid running out of money later in life. So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what happens in the stock market. And the best part: meeting with us is completely free. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 35m 00s | ||||||
| 7/18/25 | How to Build Multiple Income Streams in Retirement | Dan and Jim break down how to create multiple income streams in retirement — so you’re not depending on just one source. Learn how to layer Social Security, pension income, investment withdrawals, annuities, and more into a strategy designed to give you consistent, reliable income for life. So what do you get when you work with us? A retirement plan in writing that gives you confidence you won’t run out of money — no matter how long you live or what happens in the stock market. And the best part: meeting with us is completely free. 👉 Schedule a free meeting with Dan & Jim today: https://peakfinancialfreedomgroup.com/contact/ 📞 Call Peak Financial now by dialing #250 on your cell phone and say the keyword “MONEY” or call (916) 791-7063 🎧 Subscribe to our podcast and listen to past episodes: https://peakfinancialfreedomgroup.com/radio/ 📺 Check out our YouTube Channel: https://www.youtube.com/@peakfinancialfreedomgroup | 35m 00s | ||||||
| 6/27/25 | Specialized Planning for Retirees in Northern California | Dan and Jim explain how they can help you get a retirement plan IN WRITING that guarantees you will never run out of money in your golden years. All it costs is your time, schedule your free meeting today! -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 35m 00s | ||||||
| 6/20/25 | From Saving to Spending: Creating Efficient Income for Retirement | Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase? -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 36m 29s | ||||||
| 5/30/25 | Take Control of Your Retirement Plan Before It Controls You | Dan and Jim talk about why it’s important to have a smart plan for retirement in place so you can control your finances during your golden years. Do you have enough consistent guaranteed income in your plan today? -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/ 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. | 35m 00s | ||||||
| 5/23/25 | Don’t Leave Your Retirement Income Up to Chance! | In this episode, Dan Ahmad and Jim Files discuss how they help people create guaranteed lifetime income and eliminate significant stock market risk inside their 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. | 35m 00s | ||||||
| 5/16/25 | How Much Income Do You Need to Retire? | In this episode, Dan Ahmad and Jim Files tackle the critical question of how much income you need to retire comfortably. They provide practical guidance on estimating your retirement expenses, understanding your sources of income, and creating a sustainable financial plan. -- 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. | 35m 00s | ||||||
| 4/10/25 | Bonus: Tick Tock—Beat the Tax Deadline Before It Bites | 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. -- 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. | 2m 18s | ||||||
| 4/9/25 | Bonus Interview: Spring Clean Your Finances for America Saves Week | 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. | 5m 59s | ||||||
| 3/28/25 | Transitioning from Your Career to Retirement | 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. | 35m 30s | ||||||
| 3/21/25 | Is Your Portfolio Hurting from Market Volatility? | 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. | 35m 00s | ||||||
| 2/28/25 | Social Security and Other Retirement Income Sources | 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. | 35m 00s | ||||||
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