This conversation focuses on the critical aspects of retirement planning, addressing common concerns such as longevity risk, outliving savings, and the importance of having a comprehensive financial plan. The discussion emphasizes the need for guaranteed income, the role of a financial advisor, and the significance of transparency and independence in financial planning. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind.  He also touches on market trends, changes in retirement contribution limits, and the implications of required minimum distributions (RMDs). The conversation concludes with a discussion on the role of AI and robo-advisors in financial planning, advocating for personalized advice over automated solutions.



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

This conversation focuses on the critical aspects of retirement planning, addressing common concerns such as longevity risk, outliving savings, and the importance of having a comprehensive financial plan. The discussion emphasizes the need for guaranteed income, the role of a financial advisor, and the significance of transparency and independence in financial planning. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind.  He also touches on market trends, changes in retirement contribution limits, and the implications of required minimum distributions (RMDs). The conversation concludes with a discussion on the role of AI and robo-advisors in financial planning, advocating for personalized advice over automated solutions.
 
Reach out to Adam at 800-467-0737 or <a href="https://myajmfinancial.com/">https://myajmfinancial.com</a>

Adam Moeller and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 467-0737

Adam Moeller and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 467-0737

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