Statements You Will Live to Regret
About this episode
Dan and Jim discuss common misconceptions retirees have and how to create a solid retirement plan.
Dan and Jim break down the dangerous things retirees tell themselves – and the costly mistakes hiding in plain sight on your account statements. They’ll show you how to build (or upgrade) a written retirement plan that prioritizes maximizing income and minimizing risk & fees. Ready to see your blind spots and fix them fast? Meet with us and leave with a plan in writing. -- 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…
More episodes of Peak Financial Freedom Hour with Jim and Dan
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- Understanding Risk & Building a Smarter Plan
- Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
- Why Your Investment Strategy Must Change in Retirement
- Why Uncertainty Is the Biggest Risk in Retirement
- Going Against the Grain
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