• Protecting Your Retirement Savings

  • 2025/01/24
  • 再生時間: 57 分
  • ポッドキャスト

Protecting Your Retirement Savings

  • サマリー

  • 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

    See omnystudio.com/listener for privacy information.

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あらすじ・解説

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

See omnystudio.com/listener for privacy information.

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