You work hard for your money, so it’s important to be sure you’re doing what you can to make the most of what you’ve earned and saved. In this episode of Peak TV, Jim and Dan discuss strategies you can use to extract the most income possible from your assets so that you can achieve your long-term financial goals. One way that this can be done is getting smart with your tax strategy so that you’re minimizing your tax burden while maximizing the amount of income you can put towards those other goals you have. Having a financial advisor who understands tax law and is able to help you navigate the complexities of tax planning can go a long way in helping you find excess cash that you may have otherwise not been able to find.
All this and more on this week’s episode, tune in so you don’t want to miss anything!
Jim and Dan are back with a new season of Peak TV! They’re starting off the season with a discussion about building a smart investment strategy. Jim and Dan begin with a conversation about how your age might impact the amount of risk you should be taking on in your portfolio. Young investors have time on their side to bounce back from any market volatility, but the closer to retirement you get, the more you’re going to need to depend on your investments to support your lifestyle, so you want to be sure that you’re investing wisely.
Jim and Dan then discuss how investors should react with interest rates and bond yields at an all-time low, urging listeners to get creative and be smart when coming up with a lifelong investment strategy that works for them. It’s an episode investors won’t want to miss, tune in now!
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2019(1), 2020(2), 2021(3), and 2022(4) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, and 2022 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 the 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).
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