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.

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

See omnystudio.com/listener for privacy information.