Episode 10: Sometimes the Best Advice is the Hardest to Hear
When it comes to business relationships, people have different kinds of friendships and partnerships, but what does that mean for your relationship with your advisor? Because an advisor is someone you’re depending on to help set yourself up for success in retirement, you want an advisor that you can trust and rely on. In this episode of the Peak Financial Freedom Show, Jim and Dan discuss what role your advisor should play in your life and why you may not always love the financial advice you hear. Then, later in the episode, Jim and Dan show you how creating never-ending income in retirement may not be as outlandish of a dream as you may think.
This week at Peak University, Jim and Dan teach you about the two stages of money in retirement planning. Depending on where you’re at in your retirement journey, the way that you think about money and risk can be significantly different, but knowing when to change gears requires thoughtful consideration and planning.
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You might also like to learn more about our book Momma’s Secret Recipe for Retirement Success
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Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14013, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents. Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913
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