A lot of people get stuck in stage one of retirement planning and only focus on accumulating assets. But there's a really important second step to the retirement planning process that you don't want to ignore. Let's explore... Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

There are some strategies that you could be implementing that will help you get more money from your tax-deferred accounts. Let's take a look at what you can do. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll go over what qualities you should expect from your money as you prepare for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Surprise! It's time to take a pop quiz about your retirement portfolio. Will you pass with flying colors, or should you be studying more? Jim and Dan will help guide towards getting an A+ on the quiz. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 2 of our discussion on the most dangerous decade in retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

There's about a decade in retirement planning where mistakes and market downturns are the most costly. Learn how to financially navigate this most dangerous decade. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Make sure that you're getting the full truth about these financial planning strategies. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 2 on our discussion of eliminating financial stress in your life. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll identify some common sources of financial stress and how to alleviate them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Securing a sustainable retirement for yourself can be achieved as long as you follow these 7 simple rules. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

If you catch yourself saying these statements about your finances, you might not have the full picture about your financial situation. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

In the financial world, the truth can sometimes be difficult to spot. Jim and Dan will teach you how to spot what's true as you plan for retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Let's see how everyone's view of money changes as they age, and as they enter retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063  

Make sure that you can see any faults that lie within your retirement plan. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll list out the 8 worst financial habits that you might have fallen into. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Watch out for these common mistakes that couples make as they plan out their retirement. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will point some important things that your financial advisor should or should not be doing. Check to make sure your advisor is acting appropriately with your money. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will play a game of "fill in the blank" with some statements about how you should manage your finances. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Many people treat their retirement plan like a guessing game. Make sure that you aren't one of them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll dive into some common money mistakes that people make, so that you'll know how to avoid them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll cover 8 primal fears you may have about your money, and how to properly deal with them. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

With the new year in full swing, let's see what resolutions you can make to improve your financial situation. Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

You may think you know what to do as you plan for retirement, but there's a lot of misinformation out there that could be leading you astray. Jim and Dan will give you the right information so you can be 100% confident about your financial planning.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will throw out some common sayings you may hear about finances, and say whether they agree or disagree with them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Sometimes we can be our own greatest enemies when it comes to retirement planning. Jim and Dan can help you make the right decisions for your financial portfolio.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Planning for retirement can be a daunting task. Jim and Dan can help you get over your financial fears.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We have a list of the top 7 worries that retirees have about retirement. We'll go over each one and decide which steps can be taken to alleviate those worries.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Jim and Dan will review some common things that people say about finances, and say whether they agree or disagree with them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Many people don't understand the real consequences of taking too much risk. You want to be certain that you never have to face huge losses in your portfolio that can destroy your retirement.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

There is a lot of financial misinformation out there, and it could wreck your retirement if you believe it. We'll give the "straight skinny" about retirement planning - the truth, the whole truth, and nothing but the truth.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We want to be certain that you won't be blindsided by these 5 common retirement expenses.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We live in unpredictable times. The start of your retirement could be just as sudden as an unexpected illness, surprise layoffs at the job, or any number of reasons. Make sure that you're prepared now, for whenever your retirement is going to start.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll go over the top 5 methods to increase your savings and decrease your potential expenses in 2022, so that you can grow your nest egg.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

It can be easy to forget, but IRAs and 401(k)s are tax-deferred accounts - some of the money in there will eventually go to Uncle Sam instead of you. Get educated about what tax traps people often fall into with these types of accounts, and how to avoid them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Retirement isn't just about saving up a certain amount of money - how you use that money is just as important. Jim and Dan will bust the myth of a "magic number" you need to save, and give you the truth behind building a successful retirement plan.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 3 of our series on the common worries that people have about their money, and how to avoid them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 2 of our topic on the most common worries that people have about their finances.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll detail some of the most common worries that retirees and pre-retirees have about their finances - and we'll offer up some words of wisdom to help soothe these worries.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

The only constant in life is change. We'll go over some common financial changes you might have to deal with, and how to properly handle them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll help you break the habits that could be putting your retirement plan in jeopardy.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll talk about what goes into a comprehensive income plan for retirement, and what that could mean for your portfolio.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

At Peak Financial, we're not going to tell you what you want to hear about your finances - we're going to tell you what you NEED to hear. Learn the benefits of a financial advisor that goes against the grain and doesn't try to please everyone.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll look at the ways people often mess up their retirement plans. Make sure that your portfolio is protected.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

It's time to face your fears - the darkest parts of your financial soul. We'll address common fears that retirees and pre-retirees have about their portfolio, and how you can address them.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Financial freedom opens up windows of opportunity for you in retirement, but it often helps to have goals in mind as you plan and save. We'll answer the question: what purposes can your money have in retirement?   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

We'll give you some red flags that you should watch out for when you are meeting with a financial advisor.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 4 in our series on recognizing the difference between financial perception and retirement reality.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063

Part 3 in our series on recognizing the difference between financial perception and retirement reality.   Contact Information: Website: https://peakfinancialfreedomgroup.com/ Phone: 916-791-7063