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From Saving to Spending: Creating Efficient Income for Retirement
Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase?
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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: [email protected] | (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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By Jim Files and Dan Ahmad
5
33 ratings
Dan and Jim discuss why it’s important to adjust your investment strategy as you near and enter retirement. Is your portfolio ready for the decumulation and income phase?
--
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: [email protected] | (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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