October 24, 2025

Tailored for You: Why Every Retirement Plan Should Be Personal

35 minutes

This week on The Peak Financial Freedom Hour, Dan and Jim dive into what it really means to have a customized retirement plan — one that’s built around your goals, your income needs, and your comfort with risk.

They explain why cookie-cutter strategies often fail, how a written plan in place helps you stay focused and confident, and why true financial freedom comes from having a plan that’s made just for you.

✅ How to create a personalized income plan that fits your goals

✅ Why no two retirements should look alike

✅ The peace of mind that comes from having your plan in writing

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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