Mile High Money with Adam Moeller

In this episode of Mile High Money, Adam Moeller shares expert insights on retirement planning, market volatility, interest rates, and strategies to secure your financial future. Learn how to navigate market ups and downs, optimize your investments, and create a reliable income stream for a worry-free retirement.

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

See omnystudio.com/listener for privacy inf...

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

See omnystudio.com/li...

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...