n this episode of Mile High Money, Adam Moeller discusses the challenges and strategies for navigating market volatility, especially for those nearing retirement. He emphasizes the importance of having a solid financial plan, understanding risk management, and the need for a diversified investment strategy. Adam also shares insights on the current economic outlook and the significance of working with a fiduciary financial advisor to ensure that retirement savings are effectively managed and protected. In this conversation they discuss various aspects of retirement planning, focusing on income-generating investments, navigating economic uncertainty, understanding risk and asset allocation, stress testing financial plans, refinancing retirement income, emotional resilience in financial planning, estate planning essentials, and managing inherited IRAs. He emphasizes the importance of having a comprehensive financial plan and being proactive in adapting to changing economic conditions.

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

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In this episode of Mile High Money, Jackie Selby and Adam Moeller discuss the current economic climate, addressing concerns about a potential recession and its implications for retirement planning. They emphasize the importance of having a financial plan, especially in light of recent market volatility. The conversation covers strategies for wealth accumulation, asset protection, and the significance of long-term care planning. Listeners are encouraged to assess their financial health and prepare for uncertainties in the market. In this conversation they discuss various aspects of retirement planning, focusing on managing debt, optimizing banking strategies, and the importance of early education savings. He highlights the financial support parents provide to adult children and the implications for their retirement. The discussion also covers navigating challenges in retirement planning, understanding inherited annuities, and addressing market volatility. The conversation emphasizes the need for proactive financial management and the importance of having a comprehensive financial plan.

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

See omnystudio.com/listener for privacy information.

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

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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

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This conversation explores the multifaceted aspects of retirement planning, focusing on the transition to retirement, financial planning strategies, healthcare costs, tax implications, and considerations for self-employment. The discussion emphasizes the importance of having a comprehensive plan to navigate the complexities of retirement, including managing investments, understanding healthcare needs, and optimizing tax strategies. In this conversation, they discuss various financial strategies for retirement, focusing on tax planning, Roth conversions, and the benefits of annuities. He emphasizes the importance of having a comprehensive financial plan and staying compliant with tax regulations. The discussion also includes listener questions about retirement income, tax deductions, and charitable donations, providing insights into effective financial management for retirees.

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 complexities of retirement planning, emphasizing that the amount needed for retirement varies greatly among individuals. He highlights the importance of understanding income streams, managing expenses, and planning for healthcare costs, including long-term care. Adam also stresses the need for a comprehensive financial plan that includes tax strategies and the role of social security in retirement income. In this conversation, Jackie Selby and Adam Moeller discuss the complexities of retirement planning in today's world. They emphasize the importance of having a comprehensive financial strategy that goes beyond mere survival, focusing on enjoyment and fulfillment in retirement. The discussion highlights the evolution of retirement planning, the decline of traditional pensions, and the rise of alternative income strategies, including annuities. Adam shares insights on how to navigate the current financial landscape, emphasizing the need for independent financial advice and the benefits of working with a fiduciary advisor.

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

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In this episode of Mile High Money, Adam Muller discusses strategies for protecting retirement portfolios from potential market crashes, the impact of tariffs on the economy, and the importance of risk management in investment strategies. He emphasizes the need for active management over passive investing, especially in uncertain market conditions, and explores tax-free retirement strategies such as Roth IRAs and HSAs. The conversation highlights the significance of personalized financial planning and the role of diversification in managing risk. In this conversation,they discuss various financial strategies focusing on tax-free growth, estate planning, cryptocurrency, retirement income, and annuities. He emphasizes the importance of understanding the risks and benefits associated with each financial product, particularly in the context of retirement planning. The discussion also highlights the need for proactive financial management and the value of consulting with a professional advisor to navigate complex financial decisions.

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

See omnystudio.com/listener for privacy information.