In this episode of Mile High Money, Adam Moeller discusses critical financial concerns for retirees in 2025, including the implications of the Social Security Fairness Act and insights from Goldman Sachs on retirement planning. The conversation emphasizes the importance of proactive financial planning, understanding investment strategies, and preparing for unexpected life changes. Adam also addresses listener questions about Roth IRAs and investment expectations, providing valuable insights for those approaching retirement.. He highlights the significance of long-term care planning and the necessity of saving and financial discipline. The discussion also covers the different investment vehicles available and the importance of understanding risk management in retirement. Overall, the conversation aims to educate listeners on how to effectively prepare for retirement and ensure financial security.

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 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

See omnystudio.com/listener for privacy information.