In this conversation, Adam Muller  discusses retirement savings strategies for individuals starting in their 50s. He emphasizes the importance of increasing contribution limits and taking advantage of catch-up contributions for those over 50. He also discusses the need for a more aggressive investment approach and the importance of seeking advice from a financial planner. Other topics covered include the benefits and risks of real estate investments, the limitations of bonds as low-risk investments, and the advantages of fixed annuities and fixed indexed annuities for retirement savings. In this conversation, he suggests regularly rebalancing investment portfolios and considering downsizing or investing in real estate for additional income. Lastly, he discusses the optimal timing for taking Social Security benefits and the importance of having a comprehensive financial plan tailored to individual needs and goals. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

In this episode of Mile High Money, Adam Muller discusses tips to help listeners prepare for retirement. He covers topics such as the Secure Act and Secure Act 2.0, delaying social security, understanding the sequence of returns, involving both spouses in financial planning, and keeping good financial records. Adam emphasizes the importance of having a financial game plan and offers a free comprehensive financial review for listeners. In this conversation,Jackie Selby and Adam Moeller discuss the importance of understanding fees and hidden costs associated with variable annuities. They emphasize the need for clients to be educated about their investments and to ask the right questions.  The hosts address listener questions about investing in safe assets, opening a Roth IRA, and working while collecting Social Security benefits. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

The conversation covers various topics including inflation, retirement planning, diversification, RMDs, and tax strategies. The hosts discuss the importance of having a long-term financial plan and considering factors such as inflation, taxes, and long-term care. They also emphasize the need for diversification and the potential benefits of investing in real estate or precious metals. The conversation highlights the importance of addressing RMDs and developing strategies to minimize tax implications. Overall, the hosts provide insights and advice on various financial planning topics. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

On this episode of Mile High Money, Adam Mueller and Jackie Selby discuss the lessons that can be learned from golf and how they can be applied to retirement planning. They cover topics such as avoiding get-rich-quick schemes, choosing the right investment strategy, understanding the rules and fundamentals of financial planning, and managing the ups and downs of the market. They also highlight the importance of studying and learning from others' experiences, avoiding emotional decision-making, and having a comprehensive financial plan. The episode concludes with a discussion on the yips in golf and how they can be avoided in financial planning. In this conversation,  Additionally, he addresses questions from listeners about rolling over a 401k, choosing a financial advisor, and saving for retirement. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

This episode of Mile High Money with Adam Muller discusses the dangers of bad financial advice on social media, particularly on platforms like TikTok. The episode explores the prevalence of misleading financial advice on social media and the potential harm it can cause. It also delves into the myth surrounding 401(k)s and the importance of exploring better retirement options. Overall, the episode emphasizes the importance of seeking reliable and trustworthy financial advice. The conversation covers various topics related to retirement planning and financial management. It begins with determining retirement income needs, including fixed expenses and healthcare costs. The discussion then moves on to maximizing Social Security benefits and assessing retirement savings, such as 401k, pension, and IRA accounts. Planning for retirement five years out is emphasized, with considerations for asset allocation and guaranteed income streams. The host offers a financial review and analysis service, followed by a Q&A session covering topics such as rolling over a 403B account, spending down tax-deferred funds, living on dividend income, and options when a 401k is unavailable. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

In this conversation, Jackie Selby and Adam Moeller discuss various topics related to financial planning and retirement. They share personal stories, talk about the importance of budgeting and tax strategies, and discuss the need for objectivity and having a good team when it comes to financial planning. They also offer a free financial review to listeners. In this episode, Adam Moeller discusses the game of basketball and its impact on character development. He shares his personal experience with sports and coaching, highlighting the lessons learned and the importance of teamwork. Adam then transitions to discussing his role as a financial coach and the various aspects of retirement planning, including tax minimization strategies and asset protection. He emphasizes the need for individuals to seek help and guidance in managing their finances. The conversation also explores different financial products and strategies, such as annuities and Roth conversions.  Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

The episode discusses various aspects of taxation in retirement, including what is taxable, retirement income taxation, interest-bearing accounts, annuities, tax-free growth, Roth IRAs, tax-deferred investments, conversions, tax-free withdrawals, and planning for inheritance. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

In this conversation, Adam Moeller and Jackie Selby discuss various aspects of estate planning and retirement planning. They cover topics such as the social security tax, financial power of attorney and healthcare directives, trust funds, taxes in estate planning, and the worst retirement planning advice. Adam also addresses common mistakes for beginning investors and provides investment strategies for retirement. He emphasizes the importance of a comprehensive financial plan and offers a no-cost financial review to help individuals achieve their retirement goals. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

This conversation covers various aspects of retirement planning, including the importance of a written plan, creating a budget or spending plan, considering healthcare costs, tax planning, asset inventory, asset allocation and risk exposure, social security optimization, legacy planning and estate documents, long-term care and life insurance, helping a spouse or partner save for retirement, making use of a raise, reviewing account balances, and planning together for retirement. In this episode, Jackie Selby and Adam Moeller discuss various topics related to retirement planning and financial advice. They cover setting big goals for retirement and supplementing pension income.  Reach out to Adam at 800-467-0737 or AJM Financial

In this conversation, Adam Moeller discusses the parallels between sports and retirement planning. He emphasizes the importance of creating a written plan and working with a retirement coach who is a licensed fiduciary and independent advisor. Adam also highlights the need for a backup plan and strategies to address inflation in retirement. He advises individuals to prioritize building an emergency fund, getting out of debt, and contributing to a Roth 401(k). Additionally, Adam discusses strategies for reducing tax bills and preparing for retirement five years away. He shares his journey in the financial industry and the value of working with a knowledgeable financial advisor. In this conversation,   Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

Retirement is all about change and how we adjust to those changes. In this conversation, Adam Moeller and Gary Nolan discuss various aspects of retirement, including changes in daily routine, social interaction, income, healthcare costs, longevity, and risk assessment. They emphasize the importance of planning for retirement and working with a fiduciary advisor to ensure a secure and fulfilling retirement. In this episode, Adam discusses various financial planning topics, including risk analysis, tax analysis, social security optimization, choosing between traditional IRA and Roth IRA, handling a significant amount of life insurance, putting excess money to work, and determining retirement income replacement. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

Around 10,000 baby boomers retire every day, and that number will be even higher this year.  On today’s show Mile High Money with Adam Moeller we’ll break down a list that you may want to avoid and we’re calling it the ‘unbucket-list’. Also ,if saving for retirement hasn’t been a priority until now, chances are you’ve still got time to turn things around. In the style of comedian Jeff Foxworthy we’ve put together a list of things we call...you might not be able to retire if....The good news is we’ve also got solutions to help get you on a better path. Reach out to Adam Moeller   at 800-467-0737 

 On today’s show Mile High Money with Adam Moeller we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started. Plus, U.S. credit card debt surged to more than $1 trillion for the first time in 2023 and nearly 9 million student loan borrowers defaulted on payments—so what is that telling you about the future of the economy?  Reach out to Adam Moeller at 800-467-0737.

On today’s show Mile HighMoney with Adam Moeller we answer the most frequently asked annuity questions, how to pivot from the accumulation to decumulation stage and how you can hit the easy button along your retirement road trip. In addition we spend most of our careers accumulating money for retirement. Once we hit that financial red zone the focus has to shift to decumulation. We’ll break that down and explore some ways to do it correctly. Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Mile High Money with Adam Moeller we’ll  check some highlights.  Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. On today’s show Mile High Money with Adam Moeller we’ll help kickstart the process we’ve put together steps to help you get started. In addition, the most important  financial planning questions. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024.  On today’s show Mile High Money with Adam Moeller we’ve put together a few things you should be sure to do before the end of the year. In addition, five changes to Social Security coming in 2024 that will impact retirees. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind on today’s show Mile High Money with Adam Moeller we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Mile High Money with Adam Moeller we’ll  check some highlights. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, on today’s show Mile High Money with Adam Moeller we are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation. Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/

On today’s show, Mile High Money with Adam Moeller he’ll we discuss  the 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement income systems across the world using the weighted average of the adequacy, sustainability and integrity of the systems. The U.S. earned a C+, with 63 out of 100 possible points and an overall ranking of 22 out of the 47 countries included in the study Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Mile High Money with Adam Moeller he breaks down some of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. In addition, we are going to learn by taking a more hands-on approach to see exactly what can be done by posing some hypothetical case studies to our financial advisors and then allowing them to do what they do best and explore the specifics of what they could do with each. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Mile High Money with Adam Moeller he discusses how fears associated with retirement are pretty standard and when making such a pivotal transition, it’s important to work through these all too common. Some folks become consumed by these fears and rather than enjoying retirement, they become haunted by the looming concerns, worries and fears. In an effort to eliminate this outcome, we are diving into the most common financial fears and offering tips for eliminating them, once and for all. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

You know the old saying about making assumptions... Well, when it comes to retirement, there are many assumptions folks make that can be incredibly detrimental and difficult to recover from. On today’s show Mile High Money with Adam Moeller he'll cover six financial planning assumptions to avoid on your journey to and through retirement and offer tips to help you save more. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

One today’s edition of Mile High Money  with  Adam Moeller he discusses how so many folks are worried about factors like inflation and market volatility putting their retirement nest egg in jeopardy.In addition, the process of meeting and interviewing potential financial professionals can be more challenging than you think. In order to make sure you select the right financial advisor for you, we have compiled a list of questions folks should be prepared to ask a financial advisor. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

 For many, 65 was the ‘magic number’ for retirement.On today’s show Mile High Money  with Adam Moeller  he’ll highlight why it’s hard to retire at 65 and offer some tips to help get you to retirement on your terms. Also, seven solid financial moves you to make when you are ready to retire. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

On today’s show Mile High Money with Adam Moeller , he discusses ways to assure that your retirement fund is substantial enough to provide for your needs during your golden years. In addition, the latest survey by  Principal  about your financial concerns and retirement. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Mile High Money with Adam Moeller, he examines that  over the past few decades the retirement landscape has changed significantly. Where you once had a pension and a gold watch, you now have many folks struggling to grow their wealth and guarantee their retirement nest egg caused a decline in wealth for certain age groups for example late Boomers born between 1959 and 1964 have seen a drop in their 401k and IRA assets (all of which are documented further in the Center for Retirement Research at Boston College’s study on the matter). Also, a retirement quiz, fact, fiction or somewhere in between. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today's episode of Mile High Money with Adam Moeller legendary Investor Warren Buffett has a few rules for investing that he swears by. There are many different lessons we can learn from one of the foremost authorities and trailblazers in the financial world, so, today we are going to tune into Warren’s wisdom and see how these lessons can be applied to retirement planning.  Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s edition of Mile High Money with Adam Moeller he  explores some of Hollywood Celebrities financial disasters and details lessons learned.  In addition he dives into different areas of planning and how these tips can benefit you and your financial planning journey. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today's episode of Mile High Money with Adam Moeller he discuses that there are many parallels that can be drawn from football and retirement planning. Consider this the huddle because today we are breaking down how you can build a winning retirement plan. In addition , It has been almost one year since the Inflation Reduction Act we’ll break down the effect. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s episode of Mile High Money with Adam Moeller he discusses “words of wisdom” when it comes to retirement planning with three quotes that could help you plan for the kind of retirement you’ve always wanted. In addition, what is Peak 65 and how it relates to your retirement  Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On this edition of Mile High Money  with Adam Moeller he shares the seven sins of financial planning and offers tips to help you avoid them in your plan and dives into the five components of a financial plan. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On the latest episode of Mile High Money with Adam Moeller he kicks off the show with a few simple tips to help make the biggest difference in your retirement savings. and  shares the five things you need to know about your retirement savings and offers the important numbers that go along with financial planning.Also , he'll offers strategies for retiring amid market volatility and inflation. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On a new edition of Mile High Money with Adam Moeller, he kicks off the show with a discussion about the common retirement planning rules of thumb and why it's important to be updating your plan to reflect changes in the world of finance and  offers tips for saving your retirement dollars in an economy plagued by high interest rates, market volatility and recessionary fears. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On this edition of Mile High Money  with Adam Moeller, he explores five tips to help you get ahead of the curve when it comes to your retirement plan and shares the biggest regrets retirees have about their financial planning journey and how to avoid them. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses explores tips to help you get ahead of the curve when it comes to your retirement plan. And, as always Adam returns to the hot seat with answers to questions submitted by listeners.  Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses what kind of questions do you ask folks when you sit down for that comprehensive review to determine factors like how risk tolerant or adverse someone might be?  Also, the different topics advisors consider when building a unique plan. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On a new episode of Mile High Money  with Adam Moeller, Adam explores the costliest and common mistakes folks make when investing to build their nest egg with strategies to help you avoid making them. Also, he shares a few tips for folks looking to accelerate that retirement timeline and bump up that retirement date. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses the fact that some folks put off some of the more important conversations in life. Whether it’s creating that legacy plan, scheduling that annual physical or assembling their plan for retirement, folks tend to put off some of the things that can bring you the most peace of mind when handled by professionals. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses: Some of the more common questions about retirement planning start with what, when and how–and in an effort to bring some clarity to the transition into retirement, we have a few pointers that you can incorporate into your plan a decade before the big day. Also the troubling number of retirees being forced to return to the workforce. Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses  the “three things to avoid in polite conversation?” Money, politics and religion. Well, when it comes to your relationship–discussing your finances with your spouse is a whole other story. Communication is key to finding financial security, peace of mind and freedom in retirement Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On a new episode of Mile High Money with Adam Moeller he advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey.Also, he'll explore the importance of living comfortably and worry-free in retirement while offering tips that you can apply to your plan today Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On today’s show Adam discusses: If you are  nearing retirement, you may wonder what the best retirement income investment is and how you’ll turn your savings into income. There are many factors to consider when choosing retirement investments, including retirement age, savings amount and risk tolerance. Also, how to protect your nest egg during high inflation and raising interest rates Reach out to Adam at 800-467-0737 or https://myajmfinancial.com/

On the latest episode of Mile High Money withAdam Moeller, Adam explains the true key to enjoying a successful financial security in retirement and  offers strategies for helping to provide lifetime income in retirement & explores behavioral finance as emotions play a significant role in determining your financial future.he Advisor'.

On today’s show Adam has a question for you, Remember the game “Two Truths and a Lie”? Well we have created our own version of it called Two Retirement Truths and a Lie. We’ll find out how much you know or don’t know about planning for retirement. In addition, we’ll explore a number of retirement related questions that begin with the word, WHEN Reach out to Adam at 800-467-0737 or  https://myajmfinancial.com/

On the latest episode of Mile High Money with Adam Moeller we  sent Dave Perkins on the street to ask how folks have planned for retirement and their biggest retirement concerns. Reach out to Adam at 800-467-0737 or  https://myajmfinancial.com/

On today’s show Adam covers some of the most iconic examples of financial planning do's and don'ts from Hollywood and separates fact from fiction in another edition of Financial Planning Mythbusters and explains why it is so imperative to have a plan for your retirement.  Reach out to Adam at 800-467-0737 or  https://myajmfinancial.com/

On today’s show Adam discusses: the most searched financial planning questions online and offer answers for each scenario.  Also explores the factors to consider when approaching retirement and offer tips for how to make the transition easier for you Reach out to Adam at 800-467-0737 or  https://myajmfinancial.com/

On today’s show Adam discusses-the single biggest question folks have about retirement planning and how to decide when you're truly ready for retirement. and breaks down the impact of the perfect economic storm on the horizon and how to secure your retirement savings from the financial fallout. Reach out to Adam at 800-467-0737 or  https://myajmfinancial.com/