In this conversation, Jackie Selby and Adam Moeller discuss the intricacies of retirement planning, emphasizing the importance of not just saving but also keeping money through strategic tax planning. They explore the current market volatility, the emotional pitfalls of investing, and the necessity of having a financial game plan. The discussion also delves into the implications of rising taxes and the benefits of Indexed Universal Life policies as a tool for tax-free income in retirement. Adam highlights the importance of comprehensive financial planning to ensure a stable and predictable income during retirement.

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 Muller discusses the current financial landscape, focusing on market volatility, tariffs, and the global economic slowdown. He emphasizes the importance of having a financial plan in place to navigate these challenges and offers insights into investment strategies, including the impact of interest rates on retirement planning. The conversation highlights the need for proactive financial management and the benefits of working with a fiduciary advisor. In this conversation, they discuss essential strategies for retirement planning, focusing on protecting principal investments, budgeting for enjoyable retirement experiences, and the importance of long-term care and estate planning. He emphasizes the need for a comprehensive financial game plan to navigate the complexities of retirement, including managing risks, taxes, and ensuring reliable income streams. The discussion also highlights the significance of proactive planning to avoid common pitfalls and ensure a secure financial future.

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

See omnystudio.com/listener for privacy information.

In this conversation, Adam Moeller discusses the importance of strategic financial planning for retirement. He emphasizes that consistent investing, tax planning, and risk management are crucial for a successful retirement strategy. The conversation also highlights the need for a comprehensive approach to financial planning that addresses individual needs and circumstances, ensuring that retirees can maintain their lifestyle and avoid running out of money. In this conversation, they discuss the intricacies of financial planning, emphasizing the importance of a personalized approach tailored to individual needs. He highlights the significance of having a comprehensive financial plan, especially in the face of market volatility, and shares insights into the client experience at AGM Financial. The discussion also touches on how personal experiences shape financial strategies and addresses common financial concerns through a Q&A segment.

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

See omnystudio.com/listener for privacy information.