Podcast Episodes
Back to SearchUnderstanding Risk & Building a Smarter Plan
Episode 376
This week on The Peak Financial Freedom Hour, Dan and Jim discuss how to manage uncertainty as you approach and enter retirement.
They explain that r…
19 hours ago
Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Episode 375
Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. …
1 month, 2 weeks ago
Why Your Investment Strategy Must Change in Retirement
Episode 374
This week on The Peak Financial Freedom Hour, Dan and Jim explain why the investment strategy that helped you grow your wealth during your working ye…
1 month, 4 weeks ago
Why Uncertainty Is the Biggest Risk in Retirement
Episode 373
This week on The Peak Financial Freedom Hour, Dan and Jim talk about a concern they see every day in their office: people who are worried!
Many peopl…
2 months ago
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 yo…
4 months 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 pl…
4 months, 2 weeks 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 arou…
5 months, 2 weeks 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 …
5 months, 3 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…
6 months 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 protec…
8 months, 2 weeks ago