This week on The Peak Financial Freedom Hour, Dan and Jim explain why the investment strategy that helped you grow your wealth during your working years may not be the right strategy as you approach or enter retirement.

Dan and Jim discuss why protection and income stability often become more important than aggressive growth at this stage of life. For many retirees, preserving what they have built and creating predictable income streams is the key to long-term success and peace of mind.

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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

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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.

This week on The Peak Financial Freedom Hour, Dan and Jim talk about a concern they see every day in their office: people who are worried!

Many people approaching or already in retirement are feeling uneasy, not just about the markets, but about whether their plan will actually work. For some, that uncertainty comes from not having a real plan at all. For others, it’s the fear that the plan they do have might not be enough. And often, that worry becomes so overwhelming that it keeps people stuck and unsure where to begin.

Dan and Jim explain why this kind of “advanced worrying” is common – and how it can be redirected into advanced thinking and planning instead. They walk listeners through the importance of having your plan and portfolio analyzed, identifying potential gaps, and making adjustments that can create more confidence and clarity.

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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

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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.

This week, Dan and Jim explain why building a retirement plan often requires going in a very different direction than the strategy you used during your working years. When you're saving for retirement, the focus is on accumulation and growth. But once you retire, the entire purpose of that money changes — you shift from asset accumulation to asset decumulation.

They walk listeners through why income-producing assets become so important in retirement, and why continuing to rely heavily on high-risk, growth-dependent assets can put your lifestyle at risk. Dan and Jim remind retirees that the money they saved was always meant to become income later on, and that means your plan must be designed around stability, safety, and reliable cash flow.

Key topics we cover this week: • Why retirement requires a shift in financial strategy • The importance of prioritizing income-producing assets • How to build a safer, more predictable retirement plan

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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

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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.