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.
Human Emotions Related to Financial Planning
The Pieces of the Financial Puzzle
In this episode of Mile High Money, Adam Moeller discusses the complexities of retirement planning, emphasizing the importance of a comprehensive financial plan that includes assessing current financial situations, creating sustainable income strategies, navigating healthcare costs, and implementing effective tax strategies. He highlights the significance of understanding risk and investment strategies, especially in the current economic climate, and encourages listeners to take advantage of the opportunities available for financial growth
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
See omnystudio.com/listener for privacy information.
Recent Financial Headlines
In this episode of Mile High Money, Adam Moeller discusses the importance of timely financial planning, especially as it relates to retirement. He emphasizes the need for a trusted advisor and the impact of recent tax law changes on retirement savings. The conversation also touches on generational disconnects in retirement expectations, the value of annuities, and the necessity of planning for long-term care. Adam answers listener questions, providing insights into managing 401k funds and the importance of rebalancing portfolios as retirement approaches.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
See omnystudio.com/listener for privacy information.
Getting Through Retirement
The conversation discusses the importance of financial literacy and education, particularly for high school students. It emphasizes the need for teaching topics such as compound interest, taxes, loans, and retirement planning. The host also highlights the benefits of working with an independent advisor and a licensed fiduciary. The conversation touches on the significance of pensions, the role of 529 plans in education savings, and the impact of taxes on retirement income. The host encourages listeners to seek financial coaching and emphasizes the importance of making informed decisions to secure a worry-free retirement. In this conversation, they emphasize the importance of protecting and growing assets simultaneously, and highlight the window of opportunity for taking advantage of current market conditions. They also discuss the impact of interest rates on investments and the importance of reviewing investment portfolios. Other topics covered include budgeting, maximizing social security benefits, healthcare planning, and finding happiness in retirement. The conversation concludes with a discussion on life insurance and the importance of choosing the right financial advisor for retirement planning.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
See omnystudio.com/listener for privacy information.
RETIRE LIKE ROYALTY
In this conversation, Adam Moeller discusses the importance of long-term financial planning and avoiding short-term gains. He shares lessons learned from historical monarchs who made financial mistakes. The conversation also touches on the significance of being proactive and optimistic in retirement planning. Adam emphasizes the need for regular monitoring and reviewing of retirement plans. He also discusses the potential impact of interest rate cuts and provides advice on locking in fixed income rates and exploring mortgage rate options. In this conversation, they discuss various financial topics and provide advice for retirement planning. They emphasize the importance of having a financial plan and being proactive in managing finances. They discuss the benefits of having multiple streams of reliable income, the impact of interest rates on investments, the importance of minimizing debt, and the need for comprehensive estate planning. They also touch on topics such as long-term care coverage, the advantages of exchange-traded funds (ETFs) over mutual funds, and the use of trusts for inheritance planning. Overall, the conversation highlights the importance of being informed and making strategic financial decisions.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
See omnystudio.com/listener for privacy information.
The Intersection of Presidential Races and Economic Policies
The conversation discusses the intersection of presidential races and economic policies and how they could affect financial futures, particularly for those near or in retirement. Adam and Jackie highlight the seven deadly sins of retirement planning, including living beyond means, not saving consistently, neglecting financial planning, failing to track spending, and procrastination. Get a second opinion on your retirement plan with Adam Moeller!
Reach out to Adam at 800-467-0737 or Mile High Money.
See omnystudio.com/listener for privacy information.
In the Retirement Red Zone
In this conversation, Adam Moeller discusses retirement planning and the importance of conducting a financial review. He emphasizes the need to assess debt, plan for healthcare needs, and create a diversified portfolio. Moeller also highlights the importance of having a guaranteed lifetime income plan and exploring options for long-term care. He offers a free comprehensive financial review to help individuals assess their retirement savings and investments.
Reach out to Adam at 800-467-0737 or Mile High Money
See omnystudio.com/listener for privacy information.
To Roth, or Not to Roth
In this conversation, Adam Moeller discusses the topic of Roth conversions and the role of Roth IRAs in estate planning. He explains that a Roth IRA allows for tax-free growth and withdrawals, making it a popular choice for retirement savings. However, he notes that Roth conversions may not be suitable for everyone and depend on factors such as age, income, and tax brackets. Adam also highlights the importance of family and estate planning, emphasizing the need to plan for the future and protect assets. He offers a free, no-obligation financial review for those with $200,000 or more saved for retirement.
Reach out to Adam at 800-467-0737 or Mile High Money
See omnystudio.com/listener for privacy information.
The Five Pillars of Retirement Planning
The conversation on Mile High Money with Adam Moeller covers the five pillars of retirement planning: income planning, investment management, expense management, healthcare and long-term planning, and additional income sources. The conversation also touches on topics such as the bull and bear markets, the financial red zone, and the impact of taxes and inflation on retirement savings.
Reach out to Adam at 800-467-0737 or Mile High Money.
See omnystudio.com/listener for privacy information.
How Can You Find a Financial Advisor,
In this conversation, Adam Muller discusses the importance of finding the right financial advisor and the benefits of working with a professional. He emphasizes the need for a comprehensive financial plan, including strategies for retirement, income planning, tax minimization, estate planning, and healthcare. Adam also highlights the advantages of working with an independent advisor and a licensed fiduciary. He provides insights into market volatility and the importance of protecting and growing assets. The conversation concludes with a reminder to be prepared for unexpected expenses and the opportunity to rework or refinance retirement plans. They also address questions about ETFs, maximizing pension benefits, and ensuring financial security for spouses. The conversation emphasizes the importance of having a comprehensive financial plan and making informed decisions based on individual circumstances.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
See omnystudio.com/listener for privacy information.