Dan Ahmad and Jim Files talk about one of the best retirement planning tools that you should be considering today. Why wouldn’t you want a personal pension and another income stream for your golden years?

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

Listen to Previous Episodes: https://peakfinancialfreedomgroup.com/radio/

Connect with Dan & Jim: info@peakfin.com | (916) 791-7063

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About Peak Financial Freedom Group: At Peak Financial Freedom Group our top priority is to help you stop worrying about your money. We believe it’s time for a new approach to retirement planning. It’s why we’ve created The Peak Plan for Financial Freedom, with two main goals of making sure you never suffer a big loss like 2008 ever again and your income is dependable and predictable to last for as long as you live. Peak Financial Freedom Group provides comprehensive financial planning and investment management to retirees and pre-retirees in Roseville, CA and beyond.

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 of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.

Schedule your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)

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

Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos

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 your free meeting with Jim & Dan today (link to https://peakfinancialfreedomgroup.com/contact/)

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

Check-out our YouTube Channel https://www.youtube.com/@peakfinancial8039/videos