In this episode, Jackie Selby and Adam Moeller discuss various economic indicators that can inform retirement and income planning. They explore both conventional and unconventional indicators, such as the lipstick index and the cardboard box index, and how these can signal economic health. The conversation also delves into market volatility, the importance of having a financial safety net, and effective tax strategies for retirees. The hosts emphasize the need for a comprehensive financial game plan to navigate uncertain economic times. In this conversation, they discuss the complexities of retirement planning, emphasizing the balance between risk and reward, the importance of comprehensive financial strategies, and adapting to current market conditions. They highlight the need for retirees to reassess their strategies in light of inflation and market volatility, and the value of having a financial advisor to navigate these challenges effectively.

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 discuss the critical aspects of retirement planning, emphasizing the importance of realistic assumptions and the need for a solid financial team. They explore common misconceptions about market performance, the risks of relying on stock and bond returns, and the reality of working past retirement age. The conversation also covers strategies for navigating market downturns, tax planning, and the evolution of annuities as a viable option for guaranteed income. Listeners are encouraged to seek independent financial advice to build a comprehensive retirement plan that addresses their unique needs and goals. In this conversation, they discuss various aspects of financial planning, emphasizing the importance of wealth transfer strategies, comprehensive planning, and the role of fiduciaries. They highlight the need for education, transparency, and trust in financial advising, while also addressing common pitfalls in retirement planning. The discussion includes practical advice on choosing a financial advisor, understanding financial goals, and the significance of budgeting and organizing retirement accounts.

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

See omnystudio.com/listener for privacy information.

n this episode of Mile High Money, Adam Moeller discusses the challenges and strategies for navigating market volatility, especially for those nearing retirement. He emphasizes the importance of having a solid financial plan, understanding risk management, and the need for a diversified investment strategy. Adam also shares insights on the current economic outlook and the significance of working with a fiduciary financial advisor to ensure that retirement savings are effectively managed and protected. In this conversation they discuss various aspects of retirement planning, focusing on income-generating investments, navigating economic uncertainty, understanding risk and asset allocation, stress testing financial plans, refinancing retirement income, emotional resilience in financial planning, estate planning essentials, and managing inherited IRAs. He emphasizes the importance of having a comprehensive financial plan and being proactive in adapting to changing economic conditions.

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

See omnystudio.com/listener for privacy information.