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

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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

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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

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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.