Peak Financial Freedom Hour with Jim and Dan

Do You Have a Real Retirement Plan?

May 30, 2026·35 min
Episode Description from the Publisher

This week on the Peak Financial Freedom Hour, Dan & Jim discuss one of the biggest questions facing pre-retirees: Have I actually saved enough to retire? The conversation explores why retirement success is about much more than reaching a certain account balance. Dan and Jim explain the importance of creating reliable income, reducing unnecessary market risk, and building a written retirement plan that provides confidence and clarity. The show covers retirement income planning, longevity risk, asset preservation, market volatility, and why many retirees may be much closer to retirement than they realize. The hosts also discuss how a well-designed retirement plan can help eliminate the fear of running out of money while creating the freedom to enjoy retirement with confidence. At Peak Financial Freedom Group, the focus is on helping retirees create sustainable income, protect their assets, and build retirement plans designed for long-term financial security and peace of mind. -- Schedule your free meeting with Dan & Jim: https://peakfinancialfreedomgroup.com/contact/  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 Subscribe to our YouTube to watch Clips from our radio and TV shows: https://www.youtube.com/@peakfinancialfreedomgroup -- 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.

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