In this conversation, Adam Moeller discusses the common pitfalls retirees face and the importance of having a financial game plan. He emphasizes the need for financial coaching, the significance of understanding social security strategies, and the implications of the Social Security Fairness Act. The discussion also covers long-term care planning, balancing growth and safety in retirement investments, and the role of life insurance as a financial tool. Adam shares personal anecdotes and insights from his experience as a fiduciary financial advisor, highlighting the importance of planning for longevity in retirement. . He explores strategies for managing market volatility, the benefits of Roth conversions, and the significance of tax diversification. The discussion also covers practical advice on 401k rollovers, the potential of cryptocurrency investments, and the advantages of annuities for retirees, particularly teachers. Throughout the conversation,Adam stresses the need for personalized financial strategies and the importance of taking action to secure a stable financial future.

Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

See omnystudio.com/listener for privacy information.

In this episode of Mile High Money, Adam Moeller discusses the importance of strategic retirement planning as we approach 2025. He emphasizes the need for teamwork in financial planning, the significance of understanding investment strategies, and the role of a fiduciary advisor. The conversation also covers asset allocation, risk management, and the impact of interest rates on retirement savings. Adam provides insights into preparing for tax season and long-term care, encouraging listeners to take proactive steps in their financial planning. In this conversation, they discuss. various financial strategies for retirement, emphasizing the importance of safe investment options, understanding market volatility, and the necessity of comprehensive financial planning. He highlights the significance of long-term care strategies and year-end financial planning, including tax implications. Nolan also addresses the evaluation of managed portfolio services, advocating for a strategy-based approach to financial management.

Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

See omnystudio.com/listener for privacy information.

In this episode of Mile High Money,Jackie Selby and Adam Muller discuss essential aspects of retirement planning, including healthcare considerations, building an income plan, and the importance of asking the right questions when choosing a financial advisor. They emphasize the need for a comprehensive approach to retirement, addressing both financial and health-related concerns, and provide insights into navigating 401(k) plans and investment strategies. The conversation highlights the significance of understanding one's financial situation and preparing adequately for retirement. IHe highlights the need for risk management as individuals approach retirement, the significance of guaranteed income streams, and the value of working with a fiduciary advisor. The discussion also covers the benefits of Roth options for tax flexibility and the necessity of planning for long-term care.

Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

See omnystudio.com/listener for privacy information.