Peak Financial Freedom Hour with Jim and Dan

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 PeakFina

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 ma

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 hel

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! L

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

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

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, fina

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 successful financial future. 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 C

Dan Ahmad and Jim Files provide solutions for those seeking guaranteed lifetime income and safeguarding their retirement. Enjoy peace of mind in retirement with the strategies discussed in this new episode. 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.

Dan Ahmad and Jim Files provide solutions for guaranteed lifetime income and safeguarding your retirement. Enjoy peace of mind in retirement with these strategies. 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 w