Podcast Episodes

Going Against the Grain

Episode 372

This week, Dan and Jim explain why building a retirement plan often requires going in a very different direction than the strategy you used during your working years. When you're saving for retiremen…

Published on 8 hours ago

Will Your Retirement Plan Withstand the Next Crash?

Episode 371

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 whethe…

Published on 1 week, 2 days ago

Tailored for You: Why Every Retirement Plan Should Be Personal

Episode 370

This week on The Peak Financial Freedom Hour, Dan and Jim dive into what it really means to have a customized retirement plan — one that’s built around your goals, your income needs, and your comfort…

Published on 1 month, 1 week ago

Stop Worrying & Start Planning!

Episode 369

This week on The Peak Financial Freedom Hour, Dan and Jim continue their discussion from last week’s episode and take a deeper dive into how to turn your statements into a strategy. They talk about t…

Published on 1 month, 2 weeks ago

Statements You Will Live to Regret

Episode 368

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 r…

Published on 1 month, 3 weeks ago

Avoid the Crash: Protecting Your Retirement & Your Income

Episode 367

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, pr…

Published on 4 months, 1 week ago

How to Build Multiple Income Streams in Retirement

Episode 366

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, an…

Published on 4 months, 2 weeks ago

Specialized Planning for Retirees in Northern California

Episode 365

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 …

Published on 5 months, 1 week ago

From Saving to Spending: Creating Efficient Income for Retirement

Episode 364

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?

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Schedule your free meet…

Published on 5 months, 2 weeks ago

Take Control of Your Retirement Plan Before It Controls You

Episode 363

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 yo…

Published on 6 months ago