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.

In this episode of Mile High Money, host Adam Moeller discusses various retirement planning strategies using Halloween candy as metaphors. The conversation covers topics such as diversification, multiple income streams, long-term planning, balancing risk and reward, and the importance of setting high financial goals. Adam emphasizes the need for personalized financial strategies and the benefits of working with a fiduciary advisor to navigate retirement planning effectively. The discussion also covers pension maximization strategies, navigating market volatility, and diversifying investment portfolios.

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 proactive financial planning, emphasizing the need to start early and maximize contributions for retirement. The conversation is structured around seasonal themes, illustrating how each season represents different stages of financial planning—from planting seeds in spring to harvesting gains in fall and enjoying retirement in winter. Adam highlights the significance of education, custom strategies, and the need for secure income streams in retirement, while also addressing estate planning and tax implications.

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 interplay between human emotions and financial planning. He emphasizes the importance of understanding emotions like happiness, sadness, fear, anger, surprise, and disgust in the context of retirement planning. The conversation covers strategies for managing these emotions, ensuring financial stability, and preparing for unexpected events. Adam also highlights the significance of education and regular reviews with a financial advisor to avoid poor financial decisions and to create a comprehensive financial game plan for retirement. . He emphasizes the importance of creating a comprehensive retirement plan that includes rolling over retirement funds, refinancing retirement income, and making informed investment choices. The discussion also covers the differences between Roth and traditional 401k contributions, as well as the significance of seeking professional financial advice.

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 complexities of retirement planning, emphasizing the importance of a comprehensive financial plan that includes assessing current financial situations, creating sustainable income strategies, navigating healthcare costs, and implementing effective tax strategies. He highlights the significance of understanding risk and investment strategies, especially in the current economic climate, and encourages listeners to take advantage of the opportunities available for financial growth

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 timely financial planning, especially as it relates to retirement. He emphasizes the need for a trusted advisor and the impact of recent tax law changes on retirement savings. The conversation also touches on generational disconnects in retirement expectations, the value of annuities, and the necessity of planning for long-term care. Adam answers listener questions, providing insights into managing 401k funds and the importance of rebalancing portfolios as retirement approaches.

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

See omnystudio.com/listener for privacy information.