In this episode, the hosts discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating social security benefits, delaying retirement contributions, and underestimating healthcare costs. The conversation also covers the importance of risk management in investments, tax strategies for withdrawals, and the necessity of estate planning. Additionally, they delve into the decision-making process regarding pension options, weighing the benefits of lump sums versus monthly payments.

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

In this episode, the hosts discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating social security benefits, delaying retirement contributions, and underestimating healthcare costs. The conversation also covers the importance of risk management in investments, tax strategies for withdrawals, and the necessity of estate planning. Additionally, they delve into the decision-making process regarding pension options, weighing the benefits of lump sums versus monthly payments.
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

Mile High Money with Adam Moeller

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

Six Money Mistakes 

In this conversation, Adam Moeller discusses the various fears and concerns that retirees face, particularly focusing on the fear of making wrong financial decisions and the impact of market volatility. He emphasizes the importance of having a comprehensive financial game plan that addresses income needs and spending strategies in retirement. The discussion also highlights the role of a financial advisor in providing reassurance and guidance, as well as the challenges retirees face in navigating overwhelming choices. Additionally, the conversation touches on the psychological aspects of spending in retirement and the need for a written retirement plan to create a clear reference point for decision-making.

 

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

 

In this conversation, Adam Moeller discusses the various fears and concerns that retirees face, particularly focusing on the fear of making wrong financial decisions and the impact of market volatility. He emphasizes the importance of having a comprehensive financial game plan that addresses income needs and spending strategies in retirement. The discussion also highlights the role of a financial advisor in providing reassurance and guidance, as well as the challenges retirees face in navigating overwhelming choices. Additionally, the conversation touches on the psychological aspects of spending in retirement and the need for a written retirement plan to create a clear reference point for decision-making.
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Reach out to Adam at 800-467-0737 or <a href="https://myajmfinancial.com/">https://myajmfinancial.com</a>
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The Quiet Fears of Retirement

Today’s show is all about what the wealthy do diﬀerently — and spoiler alert: it’s
not just about yachts and golf memberships. It’s how they think, plan, and invest that
sets them apart. The good news? You don’t need millions to use these same strategies
to build a retirement plan that lasts. Let’s dig into some common-sense moves with
uncommon results.

 

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

 

Today&rsquo;s show is all about what the wealthy do diﬀerently &mdash; and spoiler alert: it&rsquo;s not just about yachts and golf memberships. It&rsquo;s how they think, plan, and invest that sets them apart. The good news? You don&rsquo;t need millions to use these same strategies to build a retirement plan that lasts. Let&rsquo;s dig into some common-sense moves with uncommon results.
&nbsp;
Reach out to Adam at 800-467-0737 or <a href="https://myajmfinancial.com/">https://myajmfinancial.com</a>
&nbsp;

What the Wealthy Do Differently  

This conversation delves into the complexities of retirement planning, particularly for couples who may have differing savings habits. It emphasizes the importance of communication and education in financial matters, the benefits of spousal IRAs, and innovative strategies like life insurance for tax-free income. The discussion also highlights the role of independent financial advisors in providing tailored solutions, the necessity of consolidating investment accounts, and the significance of planning for unexpected expenses and social security benefits in retirement.

 

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

This conversation delves into the complexities of retirement planning, particularly for couples who may have differing savings habits. It emphasizes the importance of communication and education in financial matters, the benefits of spousal IRAs, and innovative strategies like life insurance for tax-free income. The discussion also highlights the role of independent financial advisors in providing tailored solutions, the necessity of consolidating investment accounts, and the significance of planning for unexpected expenses and social security benefits in retirement.
&nbsp;
Reach out to Adam at 800-467-0737 or <a href="https://myajmfinancial.com/">https://myajmfinancial.com</a>

Six Money Mistakes

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