S4 EP 8 | Shielding Your Savings from Inflation

Written on August 28, 2023.

In this episode of The Peak Financial Freedom Show, Jim and Dan dive into strategies for securing your future. Discover how meticulous planning can shield your savings from inflation and long-term care costs with a strategic 30-year roadmap, and watch your life transform.

Learn about their innovative remodified plan that generates $160,000 annual income from assets, $98,000 of which is guaranteed for life, achieved with just $1.4 million. Explore the calculated approach to Social Security timing and gain insights tailored to your retirement goals. Tune in to Sacramento’s premier retirement television for 30 minutes of invaluable insights.

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110

Roseville, CA 95661

(916) 791-7063
info@peakfin.com

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2019(1), 2020(2), 2021(3), 2022(4), 2023 (5) and 2024 (6) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Manager Awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a California Registered Investment Advisor. Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).

S4 EP 8 | Shielding Your Savings from Inflation

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110

Roseville, CA 95661

Terms of Use

Privacy Policy

S4 EP 8 | Shielding Your Savings from Inflation

Peak Financial Freedom Group2520 Douglas Boulevard, Suite 110 Roseville, CA 95661

Terms of Use

Privacy Policy

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110

Roseville, CA 95661