Eric at The PeakFP

Sorry about all the hiccups with today's live stream! Thumbs down!
But I'll be back Monday at 1115am PST - hopefully with all the tech problems sorted.

If you want to participate in a live q and a with me on camera and have a 10-15 minute discussion with me, click this link to apply: roadmap.thepeakfp.com/join-eric-live

5 days ago | [YT] | 24

Eric at The PeakFP

Would you be comfortable joining me live on camera for a future retirement-planning Q&A?

We’re building a small pool of viewers who may want to join me on Zoom during a future YouTube Live. You are not committing to a date and you do not need to submit your final question yet.

Raise your hand here: roadmap.thepeakfp.com/join-eric-live

These conversations are recorded and may be edited and republished. The participation form includes the complete consent details.

6 days ago | [YT] | 9

Eric at The PeakFP

We are officially live streaming if you want to join, here is the link:
youtube.com/live/aytufXwakrQ?feature=share

1 week ago | [YT] | 37

Eric at The PeakFP

Just a reminder - going live on YouTube for the first time - today at 11am PST - hope you'll join me! Here's the join link: youtube.com/live/aytufXwakrQ?feature=share
It's going to be an interesting new format, and i'll look forward to your feedback on the event!
Happy Sunday!

1 week ago (edited) | [YT] | 30

Eric at The PeakFP

Final reminder.

Last call for questions.

Today is the last day you can submit a question for our July 23rd 2-4pm PST right on YouTube, and tonight is the last day the question form is open.

If you want your question considered on the live:

This is day 3 of 3 for submissions
After tonight, the form is shut off
On the live, I’ll mainly pull from what was submitted in advance

Add your question before the form closes tonight: 2fgx75.share-eu1.hsforms.com/2ATlm9oEmQmeCq7STNE5k…

See you live on July 23rd 2-4 pm PST right on YouTube.

3 weeks ago | [YT] | 16

Eric at The PeakFP

Do you want me to answer your retirement planning question for free?

I’m doing a live Retirement Planning Ask Me Anything on July 23rd 2-4pm PST right here on YouTube.

No presentation, no slides, just your questions.

You can ask about:

1. Retirement timing
2. Retirement Spending
3. Taxes, Social Security or anything else on your mind financially

Important: The question form is only open for 3 days: July 6th to July 9th. After that, I shut it off so I can prep for the live.

Drop your question here while the form is open: 2fgx75.share-eu1.hsforms.com/2ATlm9oEmQmeCq7STNE5k…

4 weeks ago | [YT] | 37

Eric at The PeakFP

Bring your kids to work day! Happy fourth of July, god bless America!

Skip the Carousel

1 2 3

1 month ago | [YT] | 269

Eric at The PeakFP

We’re hiring a Sales Consultant at Peak Financial Planning.

This is a fully remote role for someone who has experience selling financial planning, wealth management, retirement planning, insurance, annuities, or another high-trust financial service.

At Peak, we help people within 5 years of retirement answer the biggest financial questions of their lives:

• When should I claim Social Security?
• How much can I safely spend?
• How do I reduce taxes in retirement?
• Am I going to be okay?

This is not a traditional advisor role. You won’t be building plans or managing portfolios. This is a consultative sales role helping warm, qualified prospects decide whether our $8,000 project-based financial plan is the right fit.

Compensation is $50,000 base + uncapped commission, with expected total comp of roughly $145,000-$160,000. We’re also offering a $25,000 signing bonus for candidates who currently hold the CFP designation.

Important: the application requires a short Loom video. We will not review applications without it.

Apply here:
www.thepeakfp.com/sales-consultant-application

1 month ago | [YT] | 5

Eric at The PeakFP

We're hiring another Financial Advisor at Peak Financial Planning 🎉

If you've been watching this channel and thinking "I wish I worked at a firm that actually thinks about retirement planning this way" — this might be your shot.

Here's the short version:

We do ALL the lead generation. Our advisors don't prospect. At all. You focus 100% of your time on being a great advisor and helping clients.

We've brought on 120 clients in the last 5 months and expect close to 400 this year. We're growing fast and need another advisor to keep up.

The role: Retirement-focused financial planning for clients within 10 years of retirement. Social Security timing, withdrawal sequencing, tax optimization, pre-Medicare coverage — the real stuff.

Comp: $95K base + bonuses (~$120K Year 1), 401(k), health insurance.

To apply, you MUST submit a short Loom video (90 sec minimum) with your resume. Tell us why you're looking to make a move, what your experience is, and why you'd be a great fit. No video = no review.

Apply here: www.indeed.com/viewjob?jk=136e1d2775dea7ea&from=sh…

5 months ago | [YT] | 8

Eric at The PeakFP

We're hiring! 🏔️

Peak Financial Planning is looking for a Client Service Associate to join our team in Woodland Hills, CA.

If you're someone who loves following a system, thrives on routine, and takes pride in getting the details right — this might be your role.

You'd be helping new clients onboard to our firm, handling account paperwork and transfers, and keeping everything running behind the scenes. Financial services experience is a plus but not required — we care more about the right personality and work ethic.

$50K-$60K starting salary · Full-time · In-office

If you're interested (or know someone who would be), you can apply here: www.indeed.com/job/client-service-associate-b712db…

Thanks for being part of this community — it's because of you all that we're able to keep growing the team. 🙏

5 months ago | [YT] | 7