In this episode of Mile High Money, Adam Moeller discusses common missteps in retirement planning, emphasizing the importance of starting early, understanding income needs, and avoiding early withdrawals. He highlights the impact of inflation and healthcare costs on retirement savings and explores various financial products that can help leverage investments for growth. The conversation also includes audience questions, providing insights into specific financial concerns.

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

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The conversation explores the challenges of retirement planning in the context of increasing life expectancy, emphasizing the need for financial strategies that accommodate longer lifespans. It also includes a light-hearted anecdote about a culinary experience with Charles Barkley, illustrating the unexpected lessons learned in the kitchen. Call Adam Moeller to claim that no-cost visit! 800-467-0737, or click here!

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Before you pop the champagne on New Year’s Eve, there are a few smart
financial moves that could save you thousands in taxes. We’re talking about trimming
this year’s tax bill, positioning assets wisely, and taking advantage of strategies that
can still make a big difference — all before December 31.

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

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“Retirement was once seen as a finish line. Cross it, and you coast. But in today’s
world, it feels more like entering a new race — one where the rules are shifting. From
rising costs to longer lifespans, retirees are facing some serious stressors. So today
we’re going to look at eight challenges we’re hearing from retirees right now, and more
importantly, what you can do — as a listener or advisor — to help address each one
with clarity and confidence.

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

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In this episode of Mile High Money, Adam Moeller discusses the critical importance of having a well-structured financial plan for retirement. He emphasizes that individuals with a clear plan experience significantly less stress regarding their financial future. The conversation covers various aspects of retirement planning, including tax efficiency, estate planning, and long-term care strategies. Adam highlights the need for personalized financial advice and the benefits of working with a fiduciary advisor. He also addresses modern retirement challenges, such as market volatility and the importance of adapting financial strategies to current economic conditions. The episode concludes with a call to action for listeners to seek a comprehensive financial review to ensure their retirement plans are robust and effective.

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

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We've all heard that people spend more time planning a two-week vacation than they
do planning 30+ years of retirement. But retirement today looks very different from a
generation ago—people are living longer, facing higher healthcare costs, and dealing
with more market volatility. Today, we're focusing on the five areas that truly matter to
make sure your wealth supports your vision

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

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We all have a money personality — whether you're the spreadsheet samurai, the ‘treat
yourself’ type, or the classic under-the-mattress saver. But just like in marriage or faith,
self-awareness is half the battle. In this segment, we’re pulling back the curtain on
everyday money habits that can either build a bulletproof retirement or slowly erode it
from within. The truth is, your financial quirks may be costing you more than you think
— and we’re here to help you course-correct before it’s too late.

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

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In this episode of Mile High Money, Adam Moeller and Jackie Selby discuss various aspects of retirement planning, including the impact of interest rates on financial strategies, the importance of income replacement, and modern approaches to pension maximization. They emphasize the need for personalized financial planning and the benefits of annuities as a safe investment option. The hosts also address listener questions regarding emotional investing, withdrawal strategies, and the implications of inherited IRAs, providing insights into effective retirement income planning.

Call Adam Moeller for a free meeting to review your retirement strategy at 800-467-0737.

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