Peak Financial Planning

Peak Financial Planning

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    The Most Important Retirement Risk You've Never Heard of - Sequence of Returns Risk
    12:54

    The Most Important Retirement Risk You've Never Heard of - Sequence of Returns Risk

     1  view
    Only 18% of Americans Have a Written Retirement Plan
    0:37

    Only 18% of Americans Have a Written Retirement Plan

    Only 18% of Americans Have a Written Retirement Plan
    0:37

    Only 18% of Americans Have a Written Retirement Plan

    Are You In The Retirement Risk Zone
    0:40

    Are You In The Retirement Risk Zone

    Accountant vs Financial Advisor? Which do you REALLY need?
    2:49

    Accountant vs Financial Advisor? Which do you REALLY need?

     1  view
    401k Plans For Dummies: What is the difference between a 401a and 401k plan?
    9:23

    401k Plans For Dummies: What is the difference between a 401a and 401k plan?

     17  views
    What Does a Financial Advisor Cost?
    9:53

    What Does a Financial Advisor Cost?

     20  views
    Change Your Life With This 5 Step Pre-Retirement Checklist
    9:16

    Change Your Life With This 5 Step Pre-Retirement Checklist

     172  views 3 comments
    The Truth About Financial Advisor Compensation: Fee Based vs Fee Only Financial Advisors
    6:45

    The Truth About Financial Advisor Compensation: Fee Based vs Fee Only Financial Advisors

     187  views 1 comment
    You're Doing It Wrong: How to Choose the Right Financial Advisor
    13:40

    You're Doing It Wrong: How to Choose the Right Financial Advisor

     34  views
    When Does Investing Make Sense? A Financial Advisor Chimes In
    10:08

    When Does Investing Make Sense? A Financial Advisor Chimes In

     16  views
    Beginners Guide to the 4 Most Common Investment Vehicles Financial Advisors Use
    9:29

    Beginners Guide to the 4 Most Common Investment Vehicles Financial Advisors Use

     95  views
    Retirement Planning: 3 Investing Tips From a Financial Advisor
    11:28

    Retirement Planning: 3 Investing Tips From a Financial Advisor

     7  views
    Do These 4 Things Before Investing Your Hard Earned Money
    11:31

    Do These 4 Things Before Investing Your Hard Earned Money

     21  views
    Why You Need to Understand Price's Law and the 80 20 Rule (Pareto Principle)
    9:23

    Why You Need to Understand Price's Law and the 80 20 Rule (Pareto Principle)

     7  views
    Why we need money role models
    16:53

    Why we need money role models

     1  view
    This Is What I'd Do to Save More Money - Automatically
    27:36

    This Is What I'd Do to Save More Money - Automatically

     7  views
    Building a Bulletproof Wealth Building Process Taught By a Financial Advisor
    22:30

    Building a Bulletproof Wealth Building Process Taught By a Financial Advisor

     11  views
    House of Cards
    1:31

    House of Cards

     89  views
    Use This Budgeting + Expense Tracking System to Get Control of Your Finances
    21:23

    Use This Budgeting + Expense Tracking System to Get Control of Your Finances

     1  view
    How long does it ACTUALLY take to recover losses in the Stock Market
    4:22

    How long does it ACTUALLY take to recover losses in the Stock Market

     3  views
    May 2022 Client Update
    27:16

    May 2022 Client Update

     1  view
    How Do Financial Advisors Get Paid?
    2:01

    How Do Financial Advisors Get Paid?

     10  views
    How To Choose The Best Financial Advisor?
    2:03

    How To Choose The Best Financial Advisor?

     1  view
    What does the financial advising process ACTUALLY look like
    1:33

    What does the financial advising process ACTUALLY look like