All Episodes
Peak Financial Freedom Hour with Jim and Dan — 253 episodes
Do You Have a Real Retirement Plan?
Don’t Make This Tax Mistake with Your Retirement Plan
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
Is Your Investment Strategy Age-Appropriate?
Understanding Risk & Building a Smarter Plan
Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Why Your Investment Strategy Must Change in Retirement
Why Uncertainty Is the Biggest Risk in Retirement
Going Against the Grain
Will Your Retirement Plan Withstand the Next Crash?
Tailored for You: Why Every Retirement Plan Should Be Personal
Stop Worrying & Start Planning!
Statements You Will Live to Regret
Avoid the Crash: Protecting Your Retirement & Your Income
How to Build Multiple Income Streams in Retirement
Specialized Planning for Retirees in Northern California
From Saving to Spending: Creating Efficient Income for Retirement
Take Control of Your Retirement Plan Before It Controls You
Don’t Leave Your Retirement Income Up to Chance!
How Much Income Do You Need to Retire?
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
Bonus Interview: Spring Clean Your Finances for America Saves Week
Transitioning from Your Career to Retirement
Is Your Portfolio Hurting from Market Volatility?
Social Security and Other Retirement Income Sources
Is the Stock Market Due for a Correction?
Avoid Making These Costly Mistakes with Your Retirement Plan
This Investment Can Provide You with Guaranteed Lifetime Income
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
Going Against the Grain: What Makes Peak Financial Different than Other Advisors
Peace of Mind for Your Retirement: Smart Changes You Can Make to Your Plan
Stop Worrying About Your Money in 2025
Special Report: Hospital Patients are Safer Today with Dr. Chris DeRienzo, Chief Physician Executive & SVP, American Hospital Association
Why You Need a Retirement Income Plan for Your Future
Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
How Interest Rates Can Impact Your Retirement Plan
Can Your Retirement Plan Withstand a Market Crash?
Social Security Announces Lowest Cost of Living Adjustment in Four Years
The Fed Lowered Interest Rates – What Does it Mean for Your Retirement Plan?
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Finding Financial Freedom During Volatile Times
Do You Have a Retirement Plan IN-WRITING Yet?
Your Guide to a Worry-Free Retirement
The Power of Planning: Your Guide to a Fulfilling Retirement
Knowledge is Power When Planning for Retirement
How to Retire When You Don’t Have a Pension
Why the Happiest Retirees Have Guaranteed Income
Open Your Eyes to the Truth About Your Money
Money Management Without the Stress: How to Retire with Peace of Mind
Preserving Your Assets & Generating Retirement Income
Avoid These Common Mistakes When Planning For Retirement
How Inflation Will Impact Your Future Retirement
What You Need to Understand About Your Portfolio
How to Create Your Own Personal Pension Plan
Building a Retirement Plan for Your Future
Truly Understand Your Money for the First Time Ever
The Power of Retirement Income: Building a Cashflow Plan that Lasts
Crafting Your Retirement: Essential To-Do's for a Bright Future
Building a Lasting Retirement Plan for You and Your Family
Important Steps You Must Take to Retire Successfully
Retirement Ready: Strategies for Achieving Financial Independence
Building a Blueprint for Your Retirement: Why Proper Planning Pays!
Financial Freedom Roadmap: Taking the Next Steps Towards Retirement
How to Start 2024 with the Right Financial Plan
The Three Buckets Of Money
Questions You Should Be Asking About Your Money
Questions That Every Retiree Needs To Answer
The Most Important Thing You Need For Retirement Success
Financial Emotions
Warning Signs About Your Money
Grading Your Financial Plan
Don’t Be Confused About Your Money
Warning Signs About Your Money
Questions That Every Retiree Needs To Answer
The Two Main Things That Retirees Worry About
How Do You Replace Your Paychecks When You Retire?
Financial Case Studies
Money And Anxiety
Mistakes That Can Ruin Your Retirement, And How To Avoid Them
Can You Handle The Truth About Your Money?
Top Retirement Worries
Financial Case Studies - Part 2
Financial Case Studies
Creating Income With Your Portfolio
Top Retirement Worries
How Do You Know The Right Answers To Your Financial Questions?
The Three Buckets Of Money
What Retirees Are Really Worried About
The Two Stages of Retirement Planning (Don’t Get Stuck In Stage 1)
5 Ways To Get The Most Money Out Of Your IRA and 401(k)
The Qualities Of Money
Retirement Pop Quiz
The Dangerous Decade - Part 2
The Dangerous Decade
Questions You Should Be Asking About Your Money
Financial Half-Truths
Financial Stress - Part 2
Financial Stress
The 7 Rules To Follow For A Secure Retirement
Financial Statements You Might Live To Regret
Financial Truths
Older And Wiser
The Qualities Of Money
Are You Blind To Your Financial Failures?
The Worst 8 Financial Habits
Mistakes Couples Make
Is Your Advisor Doing This?
Fill In The Blank
The Financial Guessing Game
Common Money Mistakes
The 8 Darkest Places In Your Financial Soul
Financial Resolutions
How Do You Know?
Money And Anxiety
Common Money Mistakes
Financial Statements: Agree Or Disagree?
Getting Out Of Your Own Way
Financial Fears That People Are Afraid To Talk About
The Top 7 Retirement Worries That Retirees Face
Agree Or Disagree?
How Much Risk Should You Have In Your Portfolio?
Don’t Be Confused, Know the Financial Truths
5 Often Overlooked Retirement Expenses
Retiring Unexpectedly
5 Ways to Grow Your Nest Egg in 2022
IRA and 401(k) Tax Traps
The Myth Behind a Magic Number
Common Money Worries - Part 3
Common Money Worries - Part 2
Common Money Worries
Dealing With Life Changes
Bad Financial Habits
Financial Truths
A Comprehensive Retirement Income Plan
Going Against The Grain
Are You Messing Up Your Retirement?
Common Money Mistakes
Primal Financial Fears
What is the Purpose of Your Money?
Advisor Red Flags
Retirement Perception Vs Reality - Part 4
Retirement Perception Vs Reality - Part 3
Retirement Perception Vs Reality - Part 2
Retirement Perception Vs. Reality
The Most Common Mistakes People Make With Their Money
Nothing But The Truth About Your Retirement
The 7 Things Retirees Want From Their Money
Your Top 7 Financial Resolutions
The Retirement Checklist
Opening Your Eyes About Your Money
How Do You Know?
Money and Anxiety
Common Money Mistakes
Dirty Little Secrets In The Financial World
Can You Handle The Truth? - Part 4
Can You Handle The Truth? - Part 3
Can You Handle The Truth? - Part 2
Can You Handle The Truth? - Part 1
Be Careful With These Financial Statements
Financial Statements: Agree Or Disagree?
Making The Right Decisions As You Near Retirement
Don't Say Something You'll Regret
Are You A Risk Taker?
Getting Out Of Your Own Way
Financial Fears That People Are Afraid To Talk About
How Much Risk Should You Be Taking?
The Seven Biggest Worries About Retirement
Critical Financial Decisions You Must Agree or Disagree With
Retirement: Nothing But The Truth
Do You Truly Know The Risk You’re Taking?
How Do You Know?
More Dirty Little Secrets
Statements You'll Live To Regret
The Financial Red Zone
Things You Can't Trust
Turning The Page To 2021
Dirty Little Secrets
Risk Takers
Questions You Should Ask
How Much Risk Do You Really Want To Take?
Retirement Half-Truths
Top Retiree Worries
Universal Retirement Truths - Part 2
Agree Or Disagree? - Part 2
Getting Out Of Your Own Way
Universal Retirement Truths
Agree Or Disagree?
Statements You May Live To Regret
Mailbag: Retiring Earlier Than Planned, The Problem With Pie Charts, And More
Money and Anxiety
Can You Handle The Truth?
Financial Fears
Statements You Might Live To Regret
Common Complaints About Financial Advisors
True Or False - Part 9
True Or False - Part 8
Just What The Doctor Ordered - Part 2
Just What The Doctor Ordered
Financial Diseases
Your Health And Your Wealth
True Or False - Part 7
True Or False - Part 6
True Or False - Part 5
True Or False - Part 4
True Or False - Part 3
True Or False - Part 2
True Or False
How To Improve Your Finances
Our Bucket Strategy
Stop Worrying About Your Money
What Happens Next?
Common Mistakes During Market Volatility: Part 2
Common Mistakes During Market Volatility
Mama's Secret Recipe For Retirement Success: Part 34
Stock Market Update: Part 2
Stock Market Update
Mama’s Secret Recipe For Retirement Success: Part 33
Mama’s Secret Recipe For Retirement Success: Part 32
Mama’s Secret Recipe For Retirement Success: Part 31
Mama’s Secret Recipe For Retirement Success: Part 30
Mama’s Secret Recipe For Retirement Success: Part 29
Mama’s Secret Recipe For Retirement Success: Part 28
Mama’s Secret Recipe For Retirement Success: Part 27
Mama’s Secret Recipe For Retirement Success: Part 26
Mama’s Secret Recipe For Retirement Success: Part 25
Mama’s Secret Recipe For Retirement Success: Part 24
Mama’s Secret Recipe For Retirement Success: Part 23
Mama’s Secret Recipe For Retirement Success: Part 22
Mama’s Secret Recipe For Retirement Success: Part 21
Mama’s Secret Recipe For Retirement Success: Part 20
Mama’s Secret Recipe For Retirement Success: Part 19
Mama’s Secret Recipe For Retirement Success: Part 18
Mama's Secret Recipe For Retirement Success: Part 17
Mama's Secret Recipe For Retirement Success: Part 16
Momma’s Secret Recipe For Retirement Success: Part 15
Momma’s Secret Recipe For Retirement Success: Part 14
Momma’s Secret Recipe For Retirement Success: Part 13
Momma’s Secret Recipe For Retirement Success: Part 12
Momma’s Secret Recipe For Retirement Success: Part 11
Momma’s Secret Recipe For Retirement Success: Part 10
Momma’s Secret Recipe For Retirement Success: Part 9
Momma’s Secret Recipe For Retirement Success: Part 8
Momma’s Secret Recipe For Retirement Success: Part 7
Momma’s Secret Recipe For Retirement Success: Part 6
Momma’s Secret Recipe For Retirement Success: Part 5
The Retirement Buffet
A Feast Of Investment Knowledge
More Chicken Soup For The Investor's Soul
Momma’s Secret Recipe For Retirement Success
More Things You Can't Trust
Things You Can't Trust
Perception Vs Reality: Part 2
Perception Vs Reality: Part 1