Podcast Episodes
Back to SearchBonus 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, think again! Matt McClure speaks with Mark Steber…
Published on 9 months, 4 weeks 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, and those who are nearing retirement!
Schedule yo…
Published on 10 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 money, let Peak Financial help you retire with conf…
Published on 10 months, 1 week 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 the right financial plan for your future. Are you i…
Published on 10 months, 2 weeks 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). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRie…
Published on 11 months, 2 weeks 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. Peak Financial wants to help you establish a retirem…
Published on 1 year ago
Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
Episode 346
An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to …
Published on 1 year ago
How Interest Rates Can Impact Your Retirement Plan
Episode 345
The Federal Reserve just lowered interest rates again, but what does that mean for your financial future? This week, Dan Ahmad and Jim Files are back with a new episode to discuss how retirees and pr…
Published on 1 year ago
Can Your Retirement Plan Withstand a Market Crash?
Episode 344
Dan Ahmad and Jim Files share what you can do today to make sure your financial plan for retirement is strong enough to withstand a market crash. If you are concerned about stock market risk as you a…
Published on 1 year, 1 month ago
Social Security Announces Lowest Cost of Living Adjustment in Four Years
Episode 343
GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders annou…
Published on 1 year, 1 month ago