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.

In this episode of Mile High Money, Jackie Selby and Adam Moeller discuss the current economic climate, addressing concerns about a potential recession and its implications for retirement planning. They emphasize the importance of having a financial plan, especially in light of recent market volatility. The conversation covers strategies for wealth accumulation, asset protection, and the significance of long-term care planning. Listeners are encouraged to assess their financial health and prepare for uncertainties in the market. In this conversation they discuss various aspects of retirement planning, focusing on managing debt, optimizing banking strategies, and the importance of early education savings. He highlights the financial support parents provide to adult children and the implications for their retirement. The discussion also covers navigating challenges in retirement planning, understanding inherited annuities, and addressing market volatility. The conversation emphasizes the need for proactive financial management and the importance of having a comprehensive financial plan.

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

See omnystudio.com/listener for privacy information.

In this conversation, Jackie Selby and Adam Moeller discuss the intricacies of retirement planning, emphasizing the importance of not just saving but also keeping money through strategic tax planning. They explore the current market volatility, the emotional pitfalls of investing, and the necessity of having a financial game plan. The discussion also delves into the implications of rising taxes and the benefits of Indexed Universal Life policies as a tool for tax-free income in retirement. Adam highlights the importance of comprehensive financial planning to ensure a stable and predictable income during retirement.

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

See omnystudio.com/listener for privacy information.