Mile High Money with Adam Moeller

In this episode of Mile High Money, Adam Moeller shares insights on how global geopolitical tensions, especially in the Middle East, impact markets and retirement planning. He discusses strategies to protect your retirement assets, the importance of having a comprehensive financial plan, and how to navigate market volatility during uncertain times.

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 importance of strategic retirement planning, particularly for those in their 60s. He emphasizes the benefits of utilizing lower income years for tax advantages, the significance of comprehensive financial planning, and the implications of the widow's penalty on taxes. Adam also addresses common retirement questions, providing insights into investment strategies, annuiti...

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 an...

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...

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 ...

In this episode of Mile High Money, Adam Moeller discusses the implications of the Tax Cuts and Jobs Act (TCJA) remaining in effect beyond its expected sunset in 2026. He emphasizes the importance of proactive retirement tax planning, particularly through strategies like Roth conversions and understanding Medicare surcharges. Adam shares insights on how retirement brings new income sources and tax traps, urging listeners to think a...

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...

In this episode, Jackie Selby  and Adam Moeller discuss the critical aspects of retirement planning, emphasizing the importance of a written retirement plan, the benefits of working with independent financial advisors, and various strategies for generating income in retirement. They explore the role of life insurance, the timing of Social Security benefits, and the necessity of estate planning. Additionally, they address the p...

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 i...

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! ...

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

See omnystudio.com/listener fo...

“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 liste...

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 pe...

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 800-467-0...

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 quirk...

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 e...

There’s a rising trend of folks walking down the aisle (or at least moving in together) in
their 60s, 70s, and beyond. Whether it’s after a “gray divorce,” widowhood, or just a
well-timed spark, more retirees are coupling up again. But joining hearts later in life
also means joining assets, health plans, beneficiaries, adult kids, and emotional
baggage—and that’s before the first shar...

Generation X has long been called the “forgotten middle child” of the retirement
conversation. Sandwiched between Boomers and Millennials, they’ve quietly carried the
weight of aging parents, growing children, and a retirement system that shifted beneath
their feet. But here’s the big milestone: in 2025, the youngest Gen Xers are turning 60.
The window for retirement planning is no longer far off...