Episodes

  • Why You Need a Retirement Income Plan for Your Future

    Why You Need a Retirement Income Plan for Your Future
    Nov 22 2024

    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 retirement income plan – in writing!

    Call us now by dialing #250 on your cell phone and say the key word “MONEY”

    Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

    Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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    35 mins
  • Why You Need a Retirement Income Plan for Your Future

    Why You Need a Retirement Income Plan for Your Future
    Nov 16 2024

    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 retirement income plan – in writing!

    Call us now by dialing #250 on your cell phone and say the key word “MONEY”

    Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

    Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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    35 mins
  • Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

    Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
    Nov 11 2024

    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 face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.

    Call us now by dialing #250 on your cell phone and say the key word “MONEY”

    Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

    Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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    7 mins
  • How Interest Rates Can Impact Your Retirement Plan

    How Interest Rates Can Impact Your Retirement Plan
    Nov 9 2024

    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 pre-retirees can make smart adjustments to their plan before interest rates drop even further.

    Call us now by dialing #250 on your cell phone and say the key word “MONEY”

    Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

    Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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    35 mins
  • Can Your Retirement Plan Withstand a Market Crash?

    Can Your Retirement Plan Withstand a Market Crash?
    Nov 1 2024

    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 approach your golden years, contact our office today!

    Call us now by dialing #250 on your cell phone and say the key word “MONEY”

    Let us help your family reach financial freedom! Learn more at PeakFinancialFreedomGroup.com

    Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos
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    35 mins
  • Social Security Announces Lowest Cost of Living Adjustment in Four Years

    Social Security Announces Lowest Cost of Living Adjustment in Four Years
    Oct 16 2024
    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 announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation. COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief. --

    Call us now by dialing #250 on your cell phone and say the key-word “MONEY”

    It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com

    Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
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    7 mins
  • The Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?

    The Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?
    Oct 11 2024

    Dan Ahmad and Jim Files help explain what the Fed lowering interest rates means for your retirement plan. Plus – they discuss some strategies to consider before rates drop even further.

    Call us now by dialing #250 on your cell phone and say the key-word “MONEY”

    It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com

    Subscribe to our YouTube Channel and watch the latest videos from Peak Financial
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    35 mins
  • The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD

    The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
    Oct 9 2024
    Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is. --

    Call us now by dialing #250 on your cell phone and say the key-word “MONEY”

    It’s time to get your own retirement plan IN WRITING. Learn more at PeakFinancialFreedomGroup.com

    Subscribe to our YouTube Channel and watch clips from Peak Financial’s radio & TV show.
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    6 mins