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Peak Financial Freedom Hour with Jim and Dan

Peak Financial Freedom Hour with Jim and Dan

By: Jim Files and Dan Ahmad
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 Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.Copyright Jim Files and Dan Ahmed Economics Personal Finance Politics & Government
Episodes
  • Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski

    Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
    Feb 25 2026
    Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the job market and what it means for workers over 50. They explore new research showing that many older workers are worried about job security and finding new employment — and why AI is becoming both a challenge and a powerful opportunity. Carly shares practical ways job seekers can use AI tools to research companies, tailor resumes, prepare for interviews, and stay competitive in a rapidly evolving workforce. The conversation also highlights the growing value of multigenerational workplaces and why experience still matters in an AI-driven world. Plus, Carly points listeners to AARP’s free resources designed to help older adults navigate career transitions with confidence. If you’re thinking about career longevity, job security, or how technology is reshaping the future of work, this episode offers timely insights and practical guidance you can use right now.

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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.
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    6 mins
  • Why Your Investment Strategy Must Change in Retirement

    Why Your Investment Strategy Must Change in Retirement
    Feb 14 2026

    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.

    --

    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.
    Show More Show Less
    35 mins
  • Why Uncertainty Is the Biggest Risk in Retirement

    Why Uncertainty Is the Biggest Risk in Retirement
    Feb 6 2026

    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.

    --

    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.
    Show More Show Less
    35 mins
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