ADAM J. MOELLER https://myajmfinancial.com/

Licensed Fiduciary, Financial Planner, Owner of AJM Financial

Adam J. Moeller was born and raised in Denver. He is married to his wife, Jennifer, who is a prominent estate attorney. They have two kids together, Jackson and Jordon. His father was a Lutheran minister and his mother was a teacher in the Cherry Creek School District for 35 years. Adam played basketball at Ft. Lewis College in Durango. His collegiate career continued in Fort Collins. Moeller graduated with a finance degree from Metropolitan State College in Denver. After college, his basketball talents allowed him to play professionally and get paid to participate in his passion for basketball.

His professional background and no-pressure approach have allowed Adam the opportunity to work with hundreds of clients in the areas of investing, tax planning, estate planning and long-term care, and income planning.

Adam prides himself by educating his clients – this is a key difference that separates him from other advisors. He has been a licensed fiduciary for 15 years and is committed to achieving these key objectives for his clients:

  • Maximum yield with minimum risk
  • Safety of assets
  • Protection of life savings from catastrophic illness and nursing home expenses
  • Educating his clients throughout the process
  • Reduction of taxes
  • Only providing strategies and ideas that complement your current plan
  • Working at a pace that you are comfortable with
  • Treating you like family

He is dedicated to establishing long-term relationships with all of his clients based on trust, credibility and confidence. Adam offers free consultations for all clients interested in retirement planning objectives. To get started, contact the office today at 720.974.4800.

SECURE 2.0 For 2024

What, Me Worry? Well Yes

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/

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A C+ for America, Not Good

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/

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You Need a Guy, You Need a Pro!

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/

 

 

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Fear Factor

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/

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Danger, Danger-Making Assumptions.

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/

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You Need a Guy, a Professional!

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/

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Is Your Magic Number 65 ?

 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/

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Six Financial Demands That Can Impact Your Retirement Nest Egg

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/

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A Pension and a Gold Watch, Not Any More

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/

    

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