Will Your Retirement Plan Withstand the Next Crash?

About this episode

Jim and Dan discuss the importance of understanding risk in retirement planning and the difference between having accounts and a comprehensive plan.

This week, Dan and Jim discuss how risk often comes from not knowing what you’re doing and how that uncertainty can quietly affect your retirement plan. They challenge listeners to think about whether their current advisor is truly helping them build a real plan or just managing their investments and charging fees. They also explain the difference between having retirement accounts and having an actual plan that covers income, tax planning, and legacy. Key topics we cover this week:• Understanding where real risk comes from• The importance of building a true retirement income plan• The difference between having accounts versus having a real, written plan -- 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…

People in this episode

Hosts: Jim Files, Dan Ahmad

Topics covered

• retirement planning
• investment risk
• financial advisors
• income planning
• tax planning
• legacy planning

Keywords

• retirement plan
• investment management
• financial security
• risk assessment
• income strategy
• tax strategy
• legacy planning

Mentioned in this episode

Organizations: Peak Financial Freedom Group

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