In this conversation, Jackie Selby and Adam Moeller discuss the essential strategies for wealth preservation and financial planning. They emphasize the importance of creating a comprehensive financial game plan, diversifying investments, maintaining a healthy cash reserve, and minimizing taxes. The discussion highlights the need for proactive planning and the role of teamwork in achieving financial success, drawing parallels between sports and financial strategies. In this conversation, they discuss essential aspects of financial planning, including tax strategies, leveraging insurance for risk management, and the importance of estate planning for generational wealth. He emphasizes the need for a comprehensive financial review and the benefits of partnering with a fiduciary financial advisor. The discussion also touches on addressing market volatility and the significance of refinancing retirement strategies to optimize financial outcomes.

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 realities of retirement, emphasizing the importance of financial planning and the challenges of living on a fixed income. He addresses concerns about Social Security and the necessity of working with an independent financial advisor to navigate market volatility and ensure a secure retirement. The conversation highlights the need for a comprehensive financial review and the value of having a fiduciary advisor who acts in the best interest of clients.. The discussion also covers health planning, particularly long-term care, and the impact of inflation on savings. Listeners are encouraged to consider the risks associated with retirement planning and the importance of having a comprehensive financial strategy. The segment concludes with a Q&A session addressing real-life financial scenarios faced by listeners.

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 intricacies of retirement planning, focusing on common mistakes made by baby boomers, the importance of understanding social security benefits, tax strategies, and the necessity of planning for long-term care. He emphasizes the significance of diversification in investments and the role of a financial advisor in navigating these challenges. The conversation provides valuable insights for listeners looking to secure their financial future in retirement.. He emphasizes the need for professional guidance in navigating complex financial landscapes, particularly as it relates to retirement and wealth transfer strategies. The discussion also highlights the significance of life insurance as a tool for effective wealth transfer and the necessity of having a solid estate plan to ensure assets are distributed according to one's wishes. Listener questions provide practical insights into real-world financial scenarios, reinforcing the need for personalized financial advice.

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

See omnystudio.com/listener for privacy information.