Podcast Episodes
Back to SearchSocial 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 adjustmen…
1 year, 1 month 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…
1 year, 1 month 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 naviga…
1 year, 1 month 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 p…
1 year, 2 months ago
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
Episode 352
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating,…
1 year, 2 months ago
Going Against the Grain: What Makes Peak Financial Different than Other Advisors
Episode 351
Dan Ahmad and Jim Files talk about what makes Peak Financial different than other advisors out there today. We specialize in working with retirees, a…
1 year, 2 months ago
Peace of Mind for Your Retirement: Smart Changes You Can Make to Your Plan
Episode 350
Dan Ahmad and Jim Files discuss how they address common concerns and help clients find peace of mind for their retirement. You worked hard for your m…
1 year, 2 months ago
Stop Worrying About Your Money in 2025
Episode 349
On this first episode of the new year, Dan Ahmad and Jim Files discuss how they can help you stop worrying about your money in 2025 by implementing t…
1 year, 2 months ago
Special Report: Hospital Patients are Safer Today with Dr. Chris DeRienzo, Chief Physician Executive & SVP, American Hospital Association
Episode 348
Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retiremen…
1 year, 3 months ago
Why You Need a Retirement Income Plan for Your Future
Episode 347
This week, Dan Ahmad and Jim Files discuss some common adjustments that most pre-retirees and retirees can make to improve their retirement plans. Pe…
1 year, 4 months ago