Podcast Episodes
Back to SearchBonus 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 …
1 year, 4 months 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…
1 year, 5 months 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 …
1 year, 5 months 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 (COL…
1 year, 5 months ago
The Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?
Episode 342
Dan Ahmad and Jim Files help explain what the Fed lowering interest rates means for your retirement plan. Plus – they discuss some strategies to cons…
1 year, 5 months ago
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Episode 341
Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committe…
1 year, 6 months ago
Finding Financial Freedom During Volatile Times
Episode 340
Dan Ahmad and Jim Files discuss why it’s so important to have your portfolio analyzed by professionals who can help ensure you are on track for a suc…
1 year, 6 months ago
Do You Have a Retirement Plan IN-WRITING Yet?
Episode 339
Dan Ahmad and Jim Files provide solutions for those seeking guaranteed lifetime income and safeguarding their retirement. Enjoy peace of mind in reti…
1 year, 6 months ago
Your Guide to a Worry-Free Retirement
Episode 338
Dan Ahmad and Jim Files provide solutions for guaranteed lifetime income and safeguarding your retirement. Enjoy peace of mind in retirement with the…
1 year, 8 months ago
The Power of Planning: Your Guide to a Fulfilling Retirement
Episode 337
Dan Ahmad and Jim Files offer solutions to protect your retirement with guaranteed lifetime income.
Have you heard from your advisor lately? Work wit…
1 year, 8 months ago