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