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

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In this episode of Mile High Money Jackie Selby and Adam Moeller delve into the concept of behavioral finance, exploring how emotions and cognitive biases affect financial decisions, particularly as individuals approach retirement. They emphasize the importance of having a comprehensive financial plan that accounts for market fluctuations and personal risk tolerance. The discussion also highlights the role of an independent advisor in helping clients navigate their financial journeys, ensuring they make informed decisions rather than emotional ones. Adam shares personal insights into his journey in the financial industry and the value of educating clients about their options.. The discussion also includes listener questions, providing insights into specific financial scenarios and the importance of personalized advice.

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 complexities of retirement investing in a changing economic landscape. They explore the emotional aspects of retirement planning, the importance of having a solid financial strategy, and the potential for achieving both safety and growth in investments. The conversation emphasizes the need for proactive financial management and the benefits of working with a fiduciary advisor to navigate the challenges of retirement savings and investment strategies. In this conversation, they discuss the various risks associated with retirement planning, including longevity risk and market volatility. He emphasizes the importance of having a comprehensive income plan that addresses these risks and provides strategies for financial security in retirement. The discussion also covers key indicators of a strong retirement plan, the role of debt and cash flow management, the significance of estate planning, and the evolving uses of life insurance. Nolan advocates for working with independent financial advisors to ensure personalized and effective financial strategies.

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

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In this episode of Mile High Money, the hosts discuss the importance of both financial and physical fitness. They explore how to evaluate your financial team, the inevitability of market downturns, and the emotional aspects of investing. The conversation emphasizes the need for a solid financial plan and the benefits of working with an independent advisor. He highlights the impact of debt on retirement security and the necessity of planning for long-term care and health costs. The discussion also includes listener questions, exploring the benefits and risks of annuities, and alternatives to bonds for generating income.

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

See omnystudio.com/listener for privacy information.