Podcast Episodes

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 Se…

8 months, 3 weeks ago

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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 …

9 months, 2 weeks ago

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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 decumulat…

9 months, 3 weeks ago

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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 …

10 months, 1 week ago

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Don’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 i…

10 months, 2 weeks ago

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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 guida…

10 months, 3 weeks ago

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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 yo…

1 year ago

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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 sp…

1 year ago

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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 yours…

1 year ago

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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 retirem…

1 year ago

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