Podcast Episodes
Back to SearchDon’t Leave Your Retirement Income Up to Chance!
Episode 362
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…
Published on 6 months, 1 week ago
How Much Income Do You Need to Retire?
Episode 361
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, unders…
Published on 6 months, 2 weeks ago
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
Episode 360
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…
Published on 7 months, 3 weeks ago
Bonus Interview: Spring Clean Your Finances for America Saves Week
Episode 359
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…
Published on 7 months, 3 weeks ago
Transitioning from Your Career to Retirement
Episode 358
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 #25…
Published on 8 months, 1 week ago
Is Your Portfolio Hurting from Market Volatility?
Episode 357
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?
…
Published on 8 months, 2 weeks ago
Social Security and Other Retirement Income Sources
Episode 356
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 #…
Published on 9 months, 1 week ago
Is the Stock Market Due for a Correction?
Episode 355
Dan Ahmad and Jim Files discuss some key indicators in the market that could be early warning signs of a correction in the future. What have you done to protect your hard-earned retirement savings?
…
Published on 9 months, 2 weeks ago
Avoid Making These Costly Mistakes with Your Retirement Plan
Episode 354
Dan Ahmad and Jim Files uncover some mistakes you will want to avoid when planning for retirement. Listen to this week’s show and learn how to navigate some common risks while preparing for a financi…
Published on 9 months, 3 weeks ago
This Investment Can Provide You with Guaranteed Lifetime Income
Episode 353
Dan Ahmad and Jim Files talk about one of the best retirement planning tools that you should be considering today. Why wouldn’t you want a personal pension and another income stream for your golden y…
Published on 9 months, 4 weeks ago