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.

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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.

 

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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. 

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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.

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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/

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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. 

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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,  

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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.

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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.

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