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

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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.

This conversation focuses on the critical aspects of retirement planning, addressing common concerns such as longevity risk, outliving savings, and the importance of having a comprehensive financial plan. The discussion emphasizes the need for guaranteed income, the role of a financial advisor, and the significance of transparency and independence in financial planning. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind. He also touches on market trends, changes in retirement contribution limits, and the implications of required minimum distributions (RMDs). The conversation concludes with a discussion on the role of AI and robo-advisors in financial planning, advocating for personalized advice over automated solutions.

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

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In this conversation, Jackie Selby and Adam Moeller discuss the essential strategies for wealth preservation and financial planning. They emphasize the importance of creating a comprehensive financial game plan, diversifying investments, maintaining a healthy cash reserve, and minimizing taxes. The discussion highlights the need for proactive planning and the role of teamwork in achieving financial success, drawing parallels between sports and financial strategies. In this conversation, they discuss essential aspects of financial planning, including tax strategies, leveraging insurance for risk management, and the importance of estate planning for generational wealth. He emphasizes the need for a comprehensive financial review and the benefits of partnering with a fiduciary financial advisor. The discussion also touches on addressing market volatility and the significance of refinancing retirement strategies to optimize financial outcomes.

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 realities of retirement, emphasizing the importance of financial planning and the challenges of living on a fixed income. He addresses concerns about Social Security and the necessity of working with an independent financial advisor to navigate market volatility and ensure a secure retirement. The conversation highlights the need for a comprehensive financial review and the value of having a fiduciary advisor who acts in the best interest of clients.. The discussion also covers health planning, particularly long-term care, and the impact of inflation on savings. Listeners are encouraged to consider the risks associated with retirement planning and the importance of having a comprehensive financial strategy. The segment concludes with a Q&A session addressing real-life financial scenarios faced by listeners.

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 intricacies of retirement planning, focusing on common mistakes made by baby boomers, the importance of understanding social security benefits, tax strategies, and the necessity of planning for long-term care. He emphasizes the significance of diversification in investments and the role of a financial advisor in navigating these challenges. The conversation provides valuable insights for listeners looking to secure their financial future in retirement.. He emphasizes the need for professional guidance in navigating complex financial landscapes, particularly as it relates to retirement and wealth transfer strategies. The discussion also highlights the significance of life insurance as a tool for effective wealth transfer and the necessity of having a solid estate plan to ensure assets are distributed according to one's wishes. Listener questions provide practical insights into real-world financial scenarios, reinforcing the need for personalized financial advice.

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

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In this episode of Mile High Money, host Adam Moeller discusses various retirement planning strategies using Halloween candy as metaphors. The conversation covers topics such as diversification, multiple income streams, long-term planning, balancing risk and reward, and the importance of setting high financial goals. Adam emphasizes the need for personalized financial strategies and the benefits of working with a fiduciary advisor to navigate retirement planning effectively. The discussion also covers pension maximization strategies, navigating market volatility, and diversifying investment portfolios.

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

See omnystudio.com/listener for privacy information.